Join Aviso Wealth as a Supervisor, Client Solutions and lead a dynamic team dedicated to exceptional client service. Focus on continuous improvement while enhancing strategic partnerships. In this leadership role, you will oversee service delivery for the Client Solutions team, working closely with the Manager, Service Centre.

Your responsibilities include coaching team members, driving collaboration, and ensuring high-quality experiences for partners and clients. By partnering with various departments, you will contribute to an effective service center environment, balancing individual accountability with team success. Key Responsibilities:

- Support a client-first mindset across the team
- Work on creating efficiencies in processes




- Coach team members for optimal performance
- Conduct quality reviews and team building exercises
- Handle escalations effectively to maintain service Requirements:
- Solid leadership and coaching capabilities
- Knowledge of wealth management best practices
- Effective problem-solving and customer service skills
- Familiarity with operational functions in finance
- English fluency required; French advantageous Lead the Aviso Wealth Client Solutions team with an unwavering commitment to service excellence and team development.

📌 Client Solutions Leadership Role at Aviso (Montreal)
🏢 Aviso
📍 Montreal