Portfolio Services Representative

Aviso Wealth:

At Aviso, we are dedicated to improving the financial well-being of Canadians. As a leading wealth management organization, we are committed to leadership, innovation, partnership, responsibility, and community. Working with talented and energetic professionals who exemplify our values every day, you will quickly notice that our people and dynamic ‘oneaviso’ culture sets us apart. If you are looking for interesting and challenging work, at a company committed to its people, find out more about what Aviso has to offer at

The Opportunity:

We’re looking for a Portfolio Services Representative to join our Operations team.

Reporting to the Supervisor, New Accounts the Portfolio Services Representative is responsible for the service & operational support of Separately Managed Account (SMA) programs and other investment management solutions.

The role requires consistent delivery of outstanding service for clients, team members, and related parties by handling all administration duties for managed accounts with minimal supervision while maintaining a high degree of accuracy and timeliness.

Leadership qualities are essential as you will be responsible for processing and managing all client account inquiries in accordance with operational procedures, company policies, and industry regulations.

Who you are:

• Service – You consider both internal and external stakeholders and demonstrate intent of understanding and putting the clients’ needs first. You advocate service excellence and work to deliver solutions that meet the needs. You proactively develop strategic partnerships that allow Aviso Wealth to become a trusted advisor and partner
• Execution – You are committed to achieving your goals and to succeed. This includes focusing on “getting things done”, as well as recognizing and taking advantage of opportunities as they arise. You are consistently looking for ways to improve your personal best and see value in continuous improvement. You take accountability for your actions and learn from mistakes
• Collaboration – You work collaboratively with others with the common goal of driving positive results. Making meaningful contributions to your team to achieve organizational goals is a priority. You proactively encourage collaboration, build trust and inclusion, and work to establish effective relationships both inside and outside of the organization

What your day looks like:

• Act as the primary contact for internal and external stakeholders with respect to the resolution of problems and complaints by initiating an investigation, recording details, referring to the relevant departments and conducting appropriate follow-ups
• Provide guidance, support and education on procedures, forms, and practices within the SMA program to ensure our partners are successful with product implementation and account maintenance items
• Handle telephone and email inquiries from internal and external stakeholders to manage client accounts in an efficient, compliant, courteous, and professional manner
• Process & coordinate various administrative duties within department and other shared services such as investment instructions, account set ups, updates, transfers and contributions
• Provide support to the Supervisor through analysis of departmental trends and preparation of various reports such as volume & escalation tracking to ensure delivery of service standards
• Foster a culture of continuous improvement and innovation
• Assisting with other duties and projects as required

Requirements

Your experience and skills:

• Post-secondary education
• Completion of the Canadian Securities Course (CSC) considered an asset
• Exceptional customer service skills with a minimum of 5 years’ customer service experience; 2-3 years of which are within the financial services industry (or equivalent), preferably serving high net worth clientele
• Excellent time management and organizational skills with proven ability to work well under pressure and meet deadlines
• Excellent communication and interpersonal skills
• Fluent communication skills in English are required and bilingual skills in French are an asset
• Strong Knowledge of Microsoft Office (Outlook, Excel, Word)
• Self-motiva…