Bilingual Account Officer Position

Position: Bilingual Account Officer Position at Aviso
Excel as a Bilingual Account Officer within Aviso’s team, where client-focused service meets wealth management solutions. Support both English and French-speaking clients effectively.

In this role, you will report to the Director of Partner Services, ensuring a high standard of service to clients. The Bilingual Account Officer is responsible for gathering account information and resolving any service matters associated with deliveries. Excellent communication and problem-solving skills are crucial for success in this position.

Key Responsibilities:

• Gather essential information from client account activities

• Investigate operational issues with relevant departments

• Ensure accuracy in transfer-in documentation

• Coordinate with partners regarding transfer requests

• Address inquiries via phone and email for processing activities

Requirements:

• University/College degree required

• Completion of the Canadian Securities Course mandatory

• Minimum two years customer service experience

• Fluency in both English and French preferred

• Strong organizational skills and initiative

Utilize your bilingual abilities to enhance client satisfaction at Aviso.
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