MAP Support Specialist

Position: MAP Support Specialist at Aviso
Elevate your career with Aviso as a MAP Support Specialist within our Operations team. Provide essential support for Separately Managed Account programs while managing client inquiries and account activities.

We are seeking a dedicated MAP Support Specialist to assist both internal and external stakeholders in navigating our investment management solutions. This role involves processing transactions, resolving problems, and supporting advisors in successful program implementation. Utilize your financial services expertise, especially in high net-worth client management to contribute to our mission of improving financial well-being for Canadians.

Key Responsibilities:

• Serve as daily support for SMA programs and investment solutions

• Handle inquiries from stakeholders professionally and promptly

• Process investment instructions, account transfers, and redemptions

• Execute trades for redemption and contribution requests

• Guide advisors on SMA procedures for effective implementation

Requirements:

• Post-secondary education in Business or Finance

• Minimum 5 years of customer service experience in finance

• Completion of CSC and CPH courses required

• Strong communication and organizational skills

• Proficient in Microsoft Office and portfolio management software

Join Aviso to apply your expertise in investment services and client support in a dynamic environment.
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