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 robust 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.

📌 Relationship Manager At Aviso Wealth Vancouver (Canada)
🏢 Aviso Wealth
📍 Canada