Portfolio Administration & Client Services Specialist

Scotiabank; Victoria; On-site; CAD 50,000 - 70,000; Full time

Job summary

A leading bank in the Americas is seeking a Portfolio Administrator in Victoria. The role involves providing effective client service support, coordinating business development activities, and supporting Relationship Managers. Candidates should have a University Degree in Business or related fields, strong client service skills, and at least two years of industry experience. Join an inclusive team committed to excellence and operational success.

Qualifications

• Strong relationship management skills.
• Proficient in supporting sales and business development.
• Results-oriented and self-motivated.

Responsibilities

• Support Relationship Managers in client interactions.
• Manage client onboarding processes.
• Coordinate business development activities.

Skills

Relationship management skills

Client service

Organizational skills

Financial planning

Business development

Education

University Degree (Business, Economics, Accounting, Finance)

CSC

Two years industry experience

Job description

A leading bank in the Americas is seeking a Portfolio Administrator in Victoria. The role involves providing effective client service support, coordinating business development activities, and supporting Relationship Managers. Candidates should have a University Degree in Business or related fields, strong client service skills, and at least two years of industry experience. Join an inclusive team committed to excellence and operational success.