Portfolio Administrator Client Service
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Deliver client service in Toronto through portfolio administration, relationship management support, and accurate execution of wealth servicing activities.
As a Portfolio Administrator, you support Relationship Managers across client service, business development, and operational excellence. You act as a client contact, coordinate onboarding, manage documentation, and help implement wealth strategies. The role also requires attention to risk appetite, compliance, and internal procedures.
Key Responsibilities:
- Respond to client inquiries and execute cash management requests
- Coordinate account opening and end-to-end client onboarding
- Prepare correspondence, customized reports, and annual review materials
- Support Relationship Managers with business planning and prospecting
- Maintain accurate client information, files, and contact records
Requirements:
- University degree, college diploma, or equivalent qualification
- Two years of industry experience
- Strong relationship management and communication skills
- Proficiency supporting sales and business development activities
- CSC, investment management knowledge, or industry experience is an asset
Support Toronto clients and Relationship Managers through organized portfolio administration, responsive service, and compliant wealth management execution.
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