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Client Relationship Manager

Portfolio Services Specialist — SMA & Client Operations

Job in Toronto, Ontario, C6A, Canada
Listing for: Aviso Wealth
Full Time position
Listed on 2026-01-14
Job specializations:
  • Customer Service/HelpDesk
    Client Relationship Manager
Job Description & How to Apply Below
A leading wealth management firm in Toronto is seeking a Portfolio Services Representative to provide operational support for managed accounts. The ideal candidate will demonstrate exceptional customer service skills and have at least 5 years of experience, including a background in financial services. You will engage with clients to resolve inquiries, ensure compliance, and support operational processes. A commitment to service excellence and team collaboration is essential for success in this role.
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