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 solid 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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