Transform client relationships at Aviso Wealth as a Relationship Manager with a focus on customer service and operational excellence. This role supports our Correspondent Partners team.
The successful candidate will report to the Vice President, Correspondent & Institutional, driving service excellence and relationship management for partners. You will educate and support clients while enhancing their onboarding and ongoing experiences with our wealth management services.
Key Responsibilities:
- Build and maintain strong relationships with key partners
- Analyze service issues and work with departments for resolution
- Understand business needs and client goals thoroughly
- Facilitate training and develop implementation plans
- Collect and report on key service metrics and trends
Requirements:
- Degree in business or management preferred
- 5 years’ experience in the financial services sector
- Solid customer service and relationship management skills
- Detail-oriented with excellent organizational capabilities
- Bilingual in English; French is an asset
Leverage your operational acumen to foster lasting client relationships at Aviso Wealth.