Become an Operational Support Specialist at Aviso, driving high-quality service in Managed Account Programs. Join a team focused on client satisfaction and compliance.
In this role, you will deliver outstanding support for Aviso's Separately Managed Accounts, processing client requests and inquiries with minimal supervision. The position requires a balance of leadership, customer service, and operational skills to contribute effectively to our wealth management solutions.
Key Responsibilities:
• Respond promptly to client and internal inquiries
• Coordinate account processing and transactions
• Execute trades to support account activities
• Tackle problems and manage complaints professionally
• Aid in analysis and reporting for service standards
Requirements:
• Degree or diploma in Business or Finance
• Successful completion of Canadian Investment Regulatory Exam
• 5+ years in customer service, ideally financial
• Proven ability to manage time and deadlines
• Solid Microsoft Office and communication skills
Become part of Aviso, where your operational expertise enhances client experiences.
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📌 Operational Support Specialist at Aviso (Toronto)
🏢 Aviso
📍 Toronto