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manager, corporate accounts - banking, credit and investment

Title posted on CareerBeacon - PIC Portfolio Administrator - Markham, ON

Posted on May 30, 2025 by Employer details Scotiabank

Job details

Requisition ID: 226932Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Purpose 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 AccountabilitiesClient ServiceStrong understanding of PIC value proposition for Consistent delivery of the desired client experience during all client interactionsKey point of contact for clients on behalf of assigned Relationship ManagerResponding to client inquiries in a timely, responsive and professional manner, including executing on client cash management requestsEscalating issues to the Relationship Managers and or Governance &amp; Operations Manager as appropriatePreparing routine client correspondence and ad-hoc, customized client reportingActively supporting the implementation of client wealth strategies through detailed and accurate management of portfolio administration tasks and activitiesQuality, timely and effective management of account opening processCoordinating and managing the end to end client onboarding processes with respect to operational and administrative processesPreparing for client annual reviewsMaintaining accurate client information and files in electronic or paper format as may be requiredReviewing processes and providing recommendations to improve the client experience, add value and enhance efficiencies through implementation of best practices and ongoing process reengineeringFollowing up with clients on missing or incomplete documentationUsing strong knowledge of the Bank's, Scotia Wealth and Private Investment Counsel diverse products and services, to ensure the client's needs are well understood, documented and satisfiedPartnering with all internal product/service business partners, as required ensuring client needs are metActively listening and seeking client feedback on products, services and the delivery of client experience for purposes of client service and opportunity identificationConsistently executing on Scotia Wealth and PIC service standards through proactive contact, central client point of contact, recording and maintaining the Client Contact databaseResponding to client and Senior Management inquiriesResolving client issues expeditiously and accurately and/or escalating problem situations when appropriateProactively identifying and implementing strategies to address client needsSupport Relationship ManagersPreparing, creating and customizing of client reportsWorking with Trust Officers to ensure that all investment strategies and principals are applied appropriatelySupporting Relationship Managers to execute upon business planning activities and eventsProviding Portfolio Administration support functions as required for Estate &amp; Trust portfolios and/or direction to Portfolio Administrators.Ensuring a comprehensive understanding of each client's financial needs, risk tolerance, and long-term objectives by maintaining ongoing dialoguestaying abreast of any changes in client lifestyle / needs or capital market conditions that may affect clients' financial objectivesAccurate management of client information and data through use and knowledge of applicable systemsDemonstrate strong organization