Enhance client service and operational excellence as a Portfolio Administrator with Scotiabank in Ottawa, Ontario. This role emphasizes support for Relationship Managers and cutting-edge client engagement strategies.

In this dedicated client servicing role, you’ll collaborate closely with Relationship Managers to optimize the management of the business book. Your focus will be on effective client interactions, executing cash management requests, and enhancing processes to ensure regulatory compliance and client satisfaction.

Key Responsibilities:
• Deliver consistent client service as primary contact for inquiries
• Manage timely onboarding and account opening processes
• Prepare comprehensive client reports and correspondence




• Collaborate with internal partners to meet client needs
• Support Relationship Managers in business development efforts

Requirements:
• University Degree in Business, Finance, or equivalent
• Minimum two years of industry experience
• Strong relationship management and organizational skills
• Integrity in all interactions with clients
• Knowledge of Scotia Wealth and SJF products and services

This role calls for proactive support, effective communication, and a commitment to client satisfaction in managing portfolios.
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📌 Client-Focused Portfolio Administrator at Scotiabank (Quebec City)
🏢 Scotiabank
📍 Quebec City