Bilingual Managed Account Specialist at Aviso

Elevate your career with Aviso as a Bilingual Managed Account Program Support Specialist, where you provide exceptional service in financial management. This role focuses on client interactions, account administration, and operational support.

As a vital member of the Operations team, you will report to the Supervisor, New Accounts. Your responsibilities include managing client inquiries, processing account updates, and ensuring compliance within investment management solutions. With leadership skills at the forefront, your role is critical for maintaining high service standards.

Key Responsibilities:

• Handle inquiries from clients and stakeholders efficiently

• Process account setups, updates, and transfers

• Execute discretionary trades for redemptions and contributions

• Resolve issues and complaints effectively and professionally

• Assist with departmental reporting and trends analysis

Requirements:

• Post-secondary education in Business or Finance

• CIRE completion or equivalent

• 5 years of customer service experience, preferably in finance

• Fluent in English and French

• Strong attention to detail and time management skills

Leverage your bilingual abilities and customer service expertise to support Aviso’s mission in wealth management.