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
• Robust organizational skills and initiative

Utilize your bilingual abilities to enhance client satisfaction at Aviso.
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📌 Bilingual Account Officer Position at Aviso (Ontario)
🏢 Aviso
📍 Ontario