Join Aviso as a Financial Services Support Specialist, focusing on Managed Accounts. Deliver exceptional service while managing day-to-day operational tasks.This role sits within Aviso's dedicated Operations team, where you'll support the administration of Separately Managed Accounts. With your solid customer service background and attention to detail, you'll ensure all client inquiries and account processes are handled with precision and care, adhering to industry regulations.Key Responsibilities:Manage inquiries from external and internal stakeholdersProcess various investment account transactionsExecute trades for client contributions and redemptionsAct as a primary contact for client support issuesAssist in fee billing and service performance analysisRequirements:Relevant post-secondary educationMinimum 5 years in customer service, 2-3 in financeExperience with Portfolio Management toolsStrong organizational and problem-solving skillsFluent in English; bilingual in French is a plusEnhance client satisfaction and operational efficiency at Aviso through your customer service expertise.

📌 Financial Services Support Specialist At Aviso (Toronto)
🏢 Aviso
📍 Toronto