Join Aviso Wealth as a Supervisor, Client Solutions and lead a energetic 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 workplace, 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 (Canada)
🏢 Aviso
📍 Canada