Client Portfolio Admin & Relationship Support

A leading financial institution in Whitby is seeking a Portfolio Administrator to enhance client servicing and support Relationship Managers. In this role, you'll manage client inquiries, assist with business development, and ensure compliance with regulations. Ideal candidates will have a University Degree in a related field, strong relationship management skills, and at least two years of experience in the finance industry. This position offers an excellent opportunity to contribute to operational excellence and client satisfaction.
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