As a leading wealth management organization, we are committed to leadership, innovation, partnership, responsibility, and community. We're looking to fill an open role with an incredible Customer Service Experience Representative to join our Contact Centre team. We hire people who love to help others, who understand what drives others, people who are kind, curious and comfortable operating in ambiguity.

We hire people who truly believe that service can and should be easy for employees and customers alike. This is not an easy role, but you will be supported, and it is rewarding. We are not a normal Call Centre and have high respect for our team.

Our goals are nothing short of being the best service experience in the world. Customers and financial advisors call us for questions, help and support for our products. Reporting to the Supervisor, Service Center, the Customer Service Experience Representative is responsible for ensuring our customers receive exceptional service from knowledgeable, passionate people.

People who are hardworking and sincerely interested in helping customers are who we are. You constantly take time to learn about our products and processes because no matter how much training you get there is still so much to learn to become the kind of customer care professional we need and expect You work hard but also have fun and think it's cool to work for a digital company poised to disrupt an underserviced industry Lastly, you think that customer service is nothing less than an amazing job that is an extremely important part of a company's success and is a highly respected role. Customer experience is what we are all about.

Respond to inquiries via telephone, email, or chat on our products and services in an productive, compliant, courteous, and professional manner Provide exceptional customer experience,



take initiative to find creative solutions that make each customer's experience feel personal Act as the primary contact with the client with respect to the resolution of problems and complaints with deep empathy and a solution-focused outlook Drive continuous improvement by identifying, suggesting and actively participating in process improvement Understand and apply department operating policies and procedures It helps if you've done this before, so if you have recently worked in a role where you were responsible for helping customers for over a year that is great If it was for a company that you can say really cared about customers and was known for that, even better If you were thought of as a top producer there, who was known for getting a lot of work done and leaving a trail of smiling, happy customers, then now we are really talking If it was in an inbound Contact Centre and/or a retail store, then you are still on track If you have any experience supporting business to business to consumer (we support credit unions, their members and our own customers) add another check mark If you have any experience in a digital company, you are really on track We use computers and other technology to do our jobs. Fluent communication skills in English are required and bilingual skills in French are an asset A post-secondary education is not required but if you have one in financial administration or services, that's a plus!

Experience in the financial services industry could help, especially if it was with a customer experience leader Excellent health,



dental and insurance benefits to meet the diverse needs of our employees Generous vacation time, fitness benefit, parental leave top-up options Matching contributions to our retirement program Commitment to the continuous improvement of our staff through learning & development and an education assistance program Regular social events to foster teamwork By submitting your application, you consent to the collection, use, and disclosure of your provided personal information for the purposes of assessing your qualifications and suitability for employment with Aviso. Your data may be shared with authorized personnel involved in the recruitment process and retained only as long as necessary to fulfill these purposes or as required by law. Further information is available on the Privacy link on our Career Page – Privacy Policies Aviso welcomes and encourages applications from all qualified individuals including persons with disabilities.

If you require an accommodation, we will work with you to meet your needs in all stages of the hiring process. Aviso is a leading wealth management and investment services provider for the Canadian financial industry, with approximately $145 billion in total assets under administration and management, and over 1,000 employees. We're building a comprehensive, technology-enabled, client-centric wealth services ecosystem.

Our clients include our partners, advisors, and investors. Our investment dealer and mutual fund dealer and our insurance services support thousands of investment advisors. Our asset manager, NEI Investments, specializes in investing responsibly.

Our online brokerage, Qtrade Direct Investing®, empowers self-directed investors, and our fully automated investing service, Qtrade Guided Portfolios®, serves investors who prefer a hands-off approach. This position is posted with an expected salary range of $52,000 - $60,000 CAD annually.

📌 Customer Service Experience Representative (Vancouver)
🏢 Aviso
📍 Vancouver