Key Account Portfolio Specialist
2 days ago
Ultra Personnel is seeking a highly skilled Key Account Portfolio Specialist to join our team. This role involves providing technical support services to our Portfolio Managers, overseeing administrative and operational tasks, and developing strong relationships with clients.
About the RoleThe successful candidate will have at least 5 years of experience in the financial services industry and a strong understanding of FAIS and FICA legislation. They will also possess excellent communication and organizational skills, as well as the ability to prioritize and manage multiple tasks.
Responsibilities- Provide technical support services to Portfolio Managers
- Oversight of administrative and operational tasks
- Develop strong relationships with clients
- Capture and prepare client records and upload related documents on xPlan
- Maintenance of client data on client management tool to ensure data integrity
- Preparation of all review packs/documents for Portfolio Manager/client appointments
- Coordination of case-specific enquiries with internal/external product and service providers
- At least 5 years of experience in the financial services industry
- Strong understanding of FAIS and FICA legislation
- Excellent communication and organizational skills
- Ability to prioritize and manage multiple tasks
- Computer skills: Microsoft Office (Excel, Word, Outlook, PowerPoint)
- Experience with Xplan; DMA; Marble; OPUS an advantage
We offer a competitive salary of $60,000 - $80,000 per annum, depending on experience, and a range of benefits including professional development opportunities and a supportive work environment.
About UsUltra Personnel is a leading recruitment agency specializing in temporary and permanent staffing solutions. We pride ourselves on our commitment to excellence, customer service, and building long-term relationships with our clients and candidates.
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