Managed Account Support Specialist at Aviso

Enhance your career as a Managed Account Program Support Specialist with Aviso in a dynamic financial services environment. Focus on operational support for managed accounts, delivering exceptional client service every day.

As part of Aviso’s Operations team, the MAP Support Specialist plays a crucial role. You will manage inquiries, process account transactions, and coordinate financial duties while ensuring compliance with industry regulations. Strong leadership and organizational skills are essential to succeed in this role.

Key Responsibilities:

• Handle inquiries from clients and stakeholders promptly

• Process account setups, updates, and transfers

• Execute trades for redemptions and contributions

• Lead problem resolution and follow-up with stakeholders

• Assist in monthly fee-billing and reporting

Requirements:

• Degree in Business or Finance

• Minimum 5 years of customer service experience

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

• Exceptional communication and detail orientation

• Knowledge of Portfolio Management software is preferred

Utilize your financial expertise and customer service skills to make a meaningful impact at Aviso.
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