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 robust 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
- Strong 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.

📌 Relationship Manager - Customer Focused at Aviso (Vancouver)
🏢 Aviso
📍 Vancouver