Shape the future of client partnerships at Aviso Wealth as a Relationship Manager. This role emphasizes service excellence and operational leadership in engaging relationships with Aviso Correspondent Partners.
Join Aviso Wealth as a pivotal Relationship Manager, reporting to the Vice President. You will be responsible for fostering long-term relationships with Aviso Correspondent Partners clients, driving operational efficiency, and ensuring a seamless transition for new firms on our platform. Key skills required include excellent interpersonal abilities, problem-solving creativity, and a strong customer service orientation.
Key Responsibilities:
• Build and manage relationships with key financial partners
• Resolve service issues by liaising with internal departments




• Analyze production problems and recommend solutions
• Develop partner communications and training materials
• Monitor service level agreement (SLA) compliance
Requirements:
• Post-secondary degree in business or management
• 5 years of experience in financial services operations
• Completion of Canadian Securities Course
• Solid customer service and relationship building skills
• Proficient in Microsoft Office Suite
Leverage your operational excellence and relationship management expertise at Aviso Wealth to create meaningful client interactions.
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📌 Relationship Manager at Aviso Wealth (Vancouver)
🏢 Aviso Wealth
📍 Vancouver