Join Aviso as a Financial Services Support Specialist, focusing on Managed Accounts. Deliver exceptional service while managing day-to-day operational tasks.
This role sits within Aviso's dedicated Operations team, where you'll support the administration of Separately Managed Accounts. With your solid customer service background and attention to detail, you'll ensure all client inquiries and account processes are handled with precision and care, adhering to industry regulations.
Key Responsibilities:
• Manage inquiries from external and internal stakeholders
• Process various investment account transactions
• Execute trades for client contributions and redemptions
• Act as a primary contact for client support issues
• Assist in fee billing and service performance analysis
Requirements:
• Relevant post-secondary education
• Minimum 5 years in customer service, 2-3 in finance
• Experience with Portfolio Management tools
• Strong organizational and problem-solving skills
• Fluent in English; bilingual in French is a plus
Enhance client satisfaction and operational efficiency at Aviso through your customer service expertise.
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📌 Financial Services Support Specialist at Aviso (Ontario)
🏢 Aviso
📍 Ontario