Account Officer – Wealth Management Services

Become a key player at Aviso as an Account Officer, where you will enhance operational support for our wealth management services. Engage in a culture that values service excellence and innovation.

In the Account Officer role, you will report to the Director of Partner Services, focusing on providing superior client service and support. You'll collaborate with various teams to investigate service issues and manage daily activities, contributing to the overall efficiency of Aviso's operations. This role combines operational inquiries with customer engagement.

Key Responsibilities:

• Track client activities for timely responses

• Coordinate with Operations and IT on requests

• Review and initiate transfer documentation

• Manage partner notifications for account transfers

• Direct and resolve client inquiries effectively

Requirements:

• Completion of a University or College degree

• Two years of customer service experience required

• Completion of Canadian Securities Course

• Strong attention to detail and initiative

• Excellent communication skills in English, French advantageous

Leverage your skills in customer service and operational support as part of the Aviso Wealth team.