Excel as a Bilingual Account Officer within Aviso’s team, where client-focused service meets wealth management solutions. Support both English and French-speaking clients effectively. In this role, you will report to the Director of Partner Services, ensuring a high standard of service to clients.

The Bilingual Account

Officer is responsible for gathering account information and resolving any service matters associated with deliveries. Excellent communication and problem-solving skills are crucial for success in this position. Key Responsibilities:

- Gather essential information from client account activities
- Investigate operational issues with relevant departments
- Ensure accuracy in transfer-in documentation
- Coordinate with partners regarding transfer requests
- Address inquiries via phone and email for processing activities Requirements:
- University/College degree required
- Completion of the Canadian Securities Course mandatory
- Minimum two years customer service experience
- Fluency in both English and French preferred
- Solid organizational skills and initiative Utilize your bilingual abilities to enhance client satisfaction at Aviso.

📌 Bilingual Account Officer Position at Aviso (Montreal)
🏢 Aviso
📍 Montreal