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 solid communication skills will be essential to build trust with stakeholders and contribute to a team-oriented 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.

📌 Managed Account Program Support Specialist Toronto
🏢 Socket.dev
📍 Toronto