Become a Client Account Specialist within Aviso’s Managed Account Program, where exceptional service and operational support take center stage. Engage with clients and ensure account accuracy for successful financial management.

As a part of the Operations team at Aviso, you will manage inquiries and maintain client accounts with high precision. Your leadership qualities will shine as you work closely with both internal and external stakeholders to resolve issues and provide structured support.

Key Responsibilities:
• Manage all client account inquiries efficiently
• Process investment instructions and account changes
• Assist in executing discretionary trades as required
• Investigate and resolve client complaints effectively
• Prepare reports on service trends and performance

Requirements:
• Degree, diploma, or certificate in Business or Finance
• 5+ years of customer service expertise in finance
• Proven ability to work under tight deadlines
• Robust attention to detail and accuracy
• Familiarity with finance software like Bloomberg is an advantage

Leverage your skills in customer service and finance at Aviso to contribute positively to client relations.
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📌 Client Account Specialist at Aviso (Ontario)
🏢 Aviso Wealth
📍 Ontario