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PIC Portfolio Administrator
Location:
Vancouver
Description:
Requisition ID: 191821 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Purpose of Job: To work closely with the Relationship Managers in the management of the overall book of business by providing effective and efficient client service and in the execution of business development related activities. The role is a dedicated client servicing support role, designed to create capacity and support the Relationship Managers to focus on value-added client activities. Additionally, the Portfolio Administrator will support and deliver upon the market and regional goals of operational excellence through ongoing review and enhancement of processes, practices and execution methods. The Portfolio Administrator understands how the Bank’s risk appetite and risk culture should be considered in day-to-day activities and decisions, ensuring that all activities conducted are in compliance with governing regulations, internal policies and procedures. Major Accountabilities: Client Service Strong understanding of PIC value proposition for Consistent delivery of the desired client experience during all client interactions Key point of contact for clients on behalf of assigned Relationship Manager Responding to client inquiries in a timely, responsive and professional manner, including executing on client cash management requests Escalating issues to the Relationship Managers and or Governance & Operations Manager as appropriate Preparing routine client correspondence and ad-hoc, customized client reporting Actively supporting the implementation of client wealth strategies through detailed and accurate management of portfolio administration tasks and activities Quality, timely and effective management of account opening process Coordinating and managing the end to end client onboarding processes with respect to operational and administrative processes Preparing for client annual reviews Maintaining accurate client information. Visit ListedBuy for more information.
Company:
Scotiabank
Posted:
February 2 on ListedBuy
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More About this Listing: PIC Portfolio Administrator
PIC Portfolio Administrator is a Clerical Administrator Job at Scotiabank located in United States. Find other listings like PIC Portfolio Administrator by searching Oodle for Clerical Administrator Jobs.
PIC Portfolio Administrator is a Clerical Administrator Job at Scotiabank located in United States. Find other listings like PIC Portfolio Administrator by searching Oodle for Clerical Administrator Jobs.