Bilingual Finance Account Support Specialist

Join Aviso as a Bilingual Managed Account Program Support Specialist and enhance financial well-being for clients across Canada. Leverage your customer service expertise in a dynamic, client-centric environment.

This role focuses on providing operational support for Aviso’s Separately Managed Account programs. As a Bilingual Support Specialist, you will handle client inquiries, coordinate account activities, and ensure compliance with procedures. Your leadership and attention to detail are vital as you help maintain high service standards within the operations team.

Key Responsibilities:

• Manage client account inquiries through email and phone

• Process account updates, transfers, and contributions

• Execute discretionary trades for client requests

• Resolve problems and facilitate follow-ups for stakeholders

• Assist in monthly fee-billing and report preparation

Requirements:

• Post-secondary education in Business or Finance

• Minimum 5 years of customer service experience

• 2-3 years in financial services, preferably with high net worth

• Fluency in English and French

• Proficiency in Microsoft Office and Portfolio Management software

Utilize your bilingual skills and finance knowledge to drive client success at Aviso.