Elevate client service as a Managed Account Program Support Specialist at Aviso. Offer operational and administrative support for Separately Managed Account programs in a agile environment.
This role on Aviso's Operations team requires exceptional customer service skills and strong leadership qualities. You will manage client inquiries, process investment instructions, and ensure compliance with company policies and regulations. Your outstanding accuracy and timeliness will significantly contribute to client satisfaction and program success.
Key Responsibilities:
• Handle inquiries from clients and stakeholders efficiently
• Process account setups, updates, and transactions
• Execute discretionary trades for contributions and redemptions
• Resolve issues and complaints from clients and partners
• Support fee billing and departmental reporting
Requirements:
• Post-secondary education in Business or Finance
• 5+ years of customer service experience
• 2-3 years in the financial services industry
• Excellent time management and communication skills
• Proficient in Microsoft Office and Portfolio Management software
Provide exceptional client support and operational excellence as part of Aviso's dedicated team.
#J-18808-Ljbffr
📌 Aviso Managed Account Support Specialist (Ontario)
🏢 Aviso
📍 Ontario