Step into the role of Bilingual Account Officer at Aviso Wealth, where you will elevate client services as a key team member. Your bilingual skills will be essential in supporting our financial partners effectively. As a Bilingual Account Officer, you will play a vital role within the Aviso Correspondent Partner team, focusing on delivering quality customer service and addressing operational requests.

Collaborating with various departments will be crucial in ensuring smooth process management and communication, directly impacting client satisfaction and service excellence. Key Responsibilities:

- Manage follow-ups on client account activities
- Collaborate with IT and Operations on client requests
- Ensure completeness of transfer documentation




- Communicate transfer requests and coordinate processes
- Address general inquiries via phone and email effectively

Requirements:

- University/College degree and Canadian Securities Course
- Two years of experience in customer service roles
- Proficient in both English and French, written and verbal
- Robust attention to detail and organization skills
- Ability to work independently and as part of a team

Contribute to Aviso's vision by utilizing your skills to support financial well-being and exceptional service.

📌 Aviso Wealth Bilingual Account Officer (Montreal)
🏢 Aviso
📍 Montreal