Elevate your career at Aviso as a Managed Account Program Support Specialist in a bilingual role dedicated to client satisfaction and operational excellence. Become a key player in managing financial services for Canadians.

This position within the Operations team involves providing day-to-day support for Separately Managed Accounts. You will ensure client inquiries are resolved promptly, manage account processing, and execute investment instructions. Your robust communication skills will be essential to build trust with stakeholders and contribute to a collaborative work culture.

Key Responsibilities:
• Handle inquiries from internal and external clients
• Process account setups, updates, and redemptions




• Execute trades to facilitate contributions and withdrawals
• Act as a contact point for issue resolution
• Support Supervisor with reporting and departmental analysis

Requirements:
• Degree or diploma in Business or Finance
• Completion of Canadian Investment Regulatory Exam
• 5 years of customer service experience in finance
• Exceptional communication skills in French and English
• Experience with Portfolio Management tools

Bring your expertise in managing client accounts to the forefront of Aviso’s services.
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📌 Managed Account Program Support Specialist (Ontario)
🏢 Socket.dev
📍 Ontario