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
• 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.
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