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 current 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 • Strong 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. #J-18808-Ljbffr