Wealth Portfolio Administrator | Client Services Lead

A major financial institution in Fredericton is seeking a Portfolio Administrator to support Relationship Managers in delivering exceptional client service. The successful candidate will manage client interactions, assist with business development, and ensure accurate handling of client account information. Ideal candidates will have a university degree,...

A major financial institution in Fredericton is seeking a Portfolio Administrator to support Relationship Managers in delivering exceptional client service. The successful candidate will manage client interactions, assist with business development, and ensure accurate handling of client account information. Ideal candidates will have a university degree,...

A leading financial institution is seeking a Portfolio Administrator in Fredericton to provide support in client servicing and business development activities. The ideal candidate will have a university degree, strong relationship management skills, and at least two years of industry experience. This full-time role offers the opportunity to enhance client...

Press Tab to Move to Skip to Content LinkSelect how often (in days) to receive an alert:Requisition ID: 239115Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.PurposeTo work closely with the Relationship Managers in the management of the overall book of business by providing effective and efficient client...

Requisition ID: 239115Join 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...

Requisition ID : 239115 Join 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...

Press Tab to Move to Skip to Content Link Select how often (in days) to receive an alert: Requisition ID: 239115 Join 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...

Requisition ID : 239115Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.PurposeTo 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...

Requisition ID: Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.PurposeTo 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...

Requisition ID: 239115Join 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...