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 (Canada)
🏢 Aviso
📍 Canada