As a leading wealth management organization, we are committed to leadership, innovation, partnership, responsibility, and community. We're looking to fill an opening for a Bilingual Managed Account Program (MAP) Support Specialist to join our Operations team. Reporting to the Supervisor, New Accounts the Bilingual MAP Support Specialist is responsible for the service & day to day operational support of Aviso's Separately Managed Account (SMA) programs and other investment management solutions.

The role requires consistent delivery of outstanding service for clients, team members, and related parties by handling all administration duties for managed accounts with minimal supervision while maintaining a high degree of accuracy and timeliness. Leadership qualities are essential as you will be responsible for processing and managing all client account inquiries in accordance with operational procedures, company policies, and industry regulations. You build trusted relationships, champion service excellence, and contribute to a culture where people feel valued and supported We Dare -You challenge the status quo with bold ideas and fresh perspectives.

You seek out diverse perspectives, share your knowledge and work together to help colleagues, clients and partners succeed We Deliver - You take ownership of your work, honour your commitments and focus on delivering meaningful results. Handle email and phone inquiries from internal and external stakeholders to manage client accounts in a timely, effective, compliant, and professional manner Process and coordinate various duties within department and other shared services such as investment instructions, account set ups, updates, transfers,



redemptions and contributions Execute discretionary trades to support redemptions and contributions requests Act as the primary contact for internal and external stakeholders with respect to the resolution of problems and complaints by initiating an investigation, recording details, referring to the relevant departments and conducting appropriate follow-ups Provide guidance and support on procedures, forms, and practices within the SMA program to ensure advisors are successful with product implementation and account maintenance needs Assist with monthly fee-billing Provide support to the Supervisor through analysis of departmental trends and preparation of various reports such as volume & escalation tracking to ensure delivery of service standards Post-secondary education in a related field (e.g., Successful completion of the Canadian Investment Regulatory Exam (CIRE) or equivalent Exceptional customer service skills with a minimum of 5 years' customer service experience; 2-3 years of which are within the financial services industry (or equivalent), preferably serving high net worth clientele Excellent time management and organizational skills with proven ability to work well under pressure and meet deadlines Working experience with Portfolio Management software, Bloomberg or Morningstar preferred Fluent communication skills in English and French are required Strong Knowledge of Microsoft Office (Outlook, Excel, Word) Excellent health, dental and insurance benefits to meet the diverse needs of our employees Generous vacation time, fitness benefit, parental leave top-up options Matching contributions to our retirement program Commitment to the continuous improvement of our staff through learning & development and an education assistance program Regular social events to foster teamwork By submitting your application, you consent to the collection, use, and disclosure of your provided personal information for the purpos #

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