Elevate your career as a Bilingual Managed Account Program Support Specialist at Aviso. This role offers operational support for investment management solutions, requiring exceptional client service and attention to detail. Join Aviso's Operations team, where you will support Separately Managed Account programs.

This support specialist role involves processing inquiries, coordinating accounts, and executing trades. Your leadership qualities will shine through as you ensure exemplary service delivery and compliance with company policies and industry regulations. Key Responsibilities:

- Handle inquiries promptly via phone and email
- Process account setups, updates, and transactions
- Manage client inquiries and resolve issues effectively
- Provide guidance on SMA program procedures
- Assist with departmental reporting and trend analysis Requirements:
- Post-secondary education in Business or Finance
- 5+ years customer service experience, 2-3 in finance
- Canadian Investment Regulatory Exam completion
- Fluent in English and French
- Robust skills in Microsoft Office and time management Make a significant impact at Aviso by delivering excellent support and fostering client success.

📌 Bilingual Managed Account Support Specialist (Vancouver)
🏢 Aviso Wealth
📍 Vancouver