Join Aviso as a Managed Account Program Support Specialist focused on service excellence in financial operations. Ensure the smooth processing of managed accounts while building solid client relationships.

In this vital role within Aviso’s Operations team, you will provide essential support for Separately Managed Account programs. Leadership is key as you’ll handle client inquiries and manage the accuracy of all account transactions. Your ability to work under pressure will significantly contribute to team and client success.

Key Responsibilities:
• Address email and phone inquiries efficiently
• Coordinate department duties related to accounts
• Support trades and contributions for clients
• Resolve problems and complaints actively
• Provide procedural guidance to advisors

Requirements:
• Relevant post-secondary educational background
• 5 years customer service experience within finance
• Strong organizational skills under pressure
• Proficient in Microsoft Office Suite
• Bilingual in English and French is a plus

Bring your customer service prowess and meticulous attention to detail to Aviso's dedicated team.
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📌 MAP Support Specialist Role at Aviso (Ontario)
🏢 Aviso Wealth
📍 Ontario