Elevate your career with Aviso as a Bilingual Managed Account Program Support Specialist. Deliver quality service and operational assistance while working with a dedicated team focused on client success.

Your key role in the Operations department will involve managing incoming inquiries, processing account activities, and executing trades within the Separately Managed Account framework. This position demands excellent communication and leadership capabilities, ensuring clients receive personalized service. Your experience in financial services will allow you to navigate complexities in client needs effectively.

Key Responsibilities:
• Answer and manage calls and emails from clients
• Oversee account management and operational tasks
• Execute discretionary trades as required




• Facilitate resolution of problems across departments
• Support reporting on service metrics and compliance

Requirements:
• Relevant post-secondary education required
• 5+ years customer service expertise needed
• Financial industry experience of 2-3 years preferred
• Bilingual in English and French essential
• Proficient in Microsoft Office and financial software

Utilize your specialized skills to make an impact on client operations at Aviso, fostering solid relationships and operational excellence.
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📌 Bilingual Account Program Specialist at Aviso (Ontario)
🏢 Aviso
📍 Ontario