Scotiabank Portfolio Administrator: Risk Management & Client Care (Toronto)

Scotiabank Portfolio Administrator: Risk Management & Client Care (Toronto)

22 Aug
|
Scotia Wealth Management
|
Toronto

22 Aug

Scotia Wealth Management

Toronto

Become a vital Portfolio Administrator at Scotiabank in Toronto, focusing on client care and risk management. Help drive business success through quality service.
In this role, you will support Relationship Managers while managing the overall client experience. You will ensure compliance with regulations, maintain accurate financial records, and contribute to the development of effective operational processes. Your ability to communicate effectively and work collaboratively will enhance client relationships and drive business excellence.
Key Responsibilities:
• Provide timely and professional responses to client inquiries
• Manage the client onboarding and account opening processes
• Support relationship building through effective communication




• Review and recommend improvements for client service practices
• Maintain compliance with banking regulations and policies
Requirements:
• University degree in Business or related field
• At least two years of industry experience
• Robust interpersonal and relationship management skills
• Knowledge of Scotia Wealth's products and services
• Excellent communication and organizational abilities
Drive operational excellence and client satisfaction at Scotiabank as a Portfolio Administrator in Toronto.
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📌 Scotiabank Portfolio Administrator: Risk Management & Client Care (Toronto)
🏢 Scotia Wealth Management
📍 Toronto

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