Account Officer – Wealth Management Services (Toronto)

Account Officer – Wealth Management Services (Toronto)

25 Sep
|
Aviso
|
Toronto

25 Sep

Aviso

Toronto

Become a key player at Aviso as an Account Officer, where you will enhance operational support for our wealth management services. Engage in a culture that values service excellence and innovation.In the Account Officer role, you will report to the Director of Partner Services, focusing on providing superior client service and support. You'll collaborate with various teams to investigate service issues and manage daily activities, contributing to the overall efficiency of Aviso's operations. This role combines operational inquiries with customer engagement.Key Responsibilities:Track client activities for timely responsesCoordinate with Operations and IT on requestsReview and initiate transfer documentationManage partner notifications for account transfersDirect and resolve client inquiries effectivelyRequirements:Completion of a University or College degreeTwo years of customer service experience requiredCompletion of Canadian Securities CourseStrong attention to detail and initiativeExcellent communication skills in English, French advantageousLeverage your skills in customer service and operational support as part of the Aviso Wealth team.

📌 Account Officer – Wealth Management Services (Toronto)
🏢 Aviso
📍 Toronto

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