Join Aviso as a Managed Account Program Support Specialist, a bilingual role dedicated to client service in wealth management solutions. You will play a key part in operational support and client communication.

Reporting to the Supervisor, New Accounts, you handle all aspects of client account management, ensuring accuracy and timely responses. Your focus on leadership and outstanding service will directly influence the satisfaction of high-net-worth clientele, showcasing your proactive problem-solving ability.

Key Responsibilities:
• Manage client account inquiries through phone and email
• Coordinate investment instructions and account maintenance
• Execute trades related to client contributions and redemptions
• Serve as the primary contact for resolving client issues
• Analyze departmental performance and prepare reports

Requirements:
• Degree or diploma in Business or Finance
• Completion of CIRE or equivalent
• Minimum 5 years in customer service, 2-3 in finance
• Proficient in Office and portfolio management software
• Robust communication skills in both English and French

Capitalize on your bilingual skills to enhance client interactions at Aviso.
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📌 Managed Account Program Support Specialist Role (Ontario)
🏢 Aviso Wealth
📍 Ontario