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PIC Portfolio Administrator, Waterloo ON
4 weeks ago
As a Portfolio Administrator, you will work closely with Relationship Managers to manage the overall book of business by providing effective and efficient client service and executing business development related activities. This role is a dedicated client servicing support position designed to create capacity and support Relationship Managers to focus on value-added client activities.
The successful candidate will understand how the Bank's risk appetite and risk culture should be considered in day-to-day activities and decisions, ensuring all activities conducted are in compliance with governing regulations, internal policies and procedures.
Major Accountabilities- Client Service:
- 1. Strong understanding of PIC value proposition for consistent delivery of the desired client experience during all client interactions.
- 2.
