Client Services Portfolio Administrator

Elevate your career at Scotiabank as a Portfolio Administrator focused on client services in Toronto, Ontario. Collaborate with Relationship Managers to enhance the client experience while handling portfolio administration tasks.
This role is designed for individual contributors who thrive in client service environments. As a Portfolio Administrator, you will support Relationship Managers and improve operational excellence. Key responsibilities include managing client inquiries, coordinating onboarding, and ensuring compliance with bank standards.
Key Responsibilities:
• Serve as key client contact for Relationship Managers
• Manage client onboarding and cash management requests
• Prepare customized reports and annual review materials
• Execute operational processes for portfolio administration
• Facilitate business development and marketing efforts
Requirements:
• University Degree in Business or related field
• Two years of industry experience preferred<...