Bring your expertise to Aviso as a Bilingual Managed Account Program Support Specialist. Focused on client service excellence, this role supports investment accounts with precision and care.
At Aviso, you'll be part of an Operations team dedicated to managing Separately Managed Accounts. This position emphasizes operational support, requiring solid communication and problem-solving skills. You’ll handle account inquiries, execute trades, and collaborate with various stakeholders to ensure compliance and efficiency.
Key Responsibilities: • Manage client accounts with timely email and phone responses • Execute account transactions, updates, and contributions • Address and resolve client issues effectively • Guide advisors on product implementation processes • Conduct trend analysis and support departmental reporting
Requirements: • Degree or diploma in a relevant field • Minimum 5 years in customer service, with finance experience • Pass the Canadian Investment Regulatory Exam • Proficiency in English and French is essential • Excellent organizational and communication skills
Join Aviso to influence client satisfaction through dedicated account support. #J-18808-Ljbffr