Elevate client service as a Portfolio Administrator with Scotiabank in Halifax, Nova Scotia. Collaborate with Relationship Managers to enhance client experiences and streamline operations.
This role focuses on supporting Relationship Managers by effectively managing client portfolios and ensuring operational excellence. Key responsibilities include responding to inquiries, preparing reports, and coordinating onboarding processes. You will play a crucial role in implementing client wealth strategies while adhering to compliance standards and fostering long-term relationships.
Key Responsibilities:
• Manage client inquiries professionally and promptly
• Assist in client onboarding and account opening
• Prepare customized client reporting and correspondence
• Support Relationship Managers in business planning
• Enhance operational processes for improved efficiency
Requirements:
• University degree in Business or related fields
• Two years industry experience ...