Join Aviso Wealth as an Account Officer and play a vital role in enhancing client relationships through superior service. This position supports the Aviso Correspondent Partners team in delivering wealth management services.

As an Account Officer, you’ll ensure effective service for clients and partners while working under the Director of Partner Services. Responsibilities include investigating operational matters, reviewing documentations, and resolving inquiries efficiently. You'll engage in daily processes that contribute to the overall success of the team and our clients.

Key Responsibilities:
• Gather information on client account inquiries
• Collaborate with Operations for seamless service
• Initiate transfers and notify partners
• Handle daily processing inquiries effectively
• Provide comprehensive reporting on accounts

Requirements:
• University degree or equivalent experience
• At least two years in a customer service role
• Canadian Securities Course completed
• Highly organized and detail-oriented
• Bilingual in English and French is preferred

Utilize your customer service expertise and join Aviso in fostering solid client partnerships.
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📌 Client-Focused Account Officer Role (Ontario)
🏢 Aviso
📍 Ontario