Portfolio Services Representative

Base pay range
CA$46,000.00/yr - CA$55,000.00/yr

Overview

We’re looking for a Portfolio Services Representative to join our Operations team. Reporting to the Supervisor, New Accounts, the role is responsible for the service & operational support of Separately Managed Account (SMA) programs and other investment management solutions.

Responsibilities

• Act as the primary contact for internal and external stakeholders with respect to the resolution of problems and complaints by initiating an investigation, recording details, referring to the relevant departments and conducting appropriate follow-ups.
• Provide guidance, support and education on procedures, forms, and practices within the SMA program to ensure partners are successful with product implementation and account maintenance items.
• Handle telephone and email inquiries from internal and external stakeholders to manage client accounts in an efficient, comp...