Join as a Managed Account Operations Support Expert, ensuring efficient service delivery. Handle client inquiries, execute trades, and contribute to operational excellence in financial services.
As a vital member of the operations team, you will oversee the day-to-day administration of managed account services. You are expected to deliver prompt and compliant responses to inquiries while executing trades accurately. Your strategic partnership skills will foster robust relationships with both clients and internal teams.
Key Responsibilities:
• Address client inquiries in a timely and professional manner
• Coordinate account management tasks accurately
• Execute trades based on client requests
• Resolve complex issues and collaborate with stakeholders
• Support the preparation of departmental reports
Requirements:
• Education in Business, Finance, or a related field
• Successful completion of Canadian Securities Course and CPH
• 5 years of customer service experience in financial services
• Strong attention to detail and organizational skills
• Experience with Portfolio Management software is advantageous
Drive operational success and elevate client satisfaction with your expertise in managed accounts.
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📌 Managed Account Operations Support Expert (Ontario)
🏢 Aviso
📍 Ontario