Bilingual Managed Account Program; MAP) Support Specialist

Aviso:

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

We’re looking to fill an opening for a Bilingual Managed Account Program (MAP) Support Specialist to join our Operations team.

Reporting to the Supervisor, New Accounts the Bilingual MAP Support Specialist is responsible for the service & day to day operational support of Aviso’s 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.

• We Care
  – Youdo the right thing for clients,partners and colleagues. Youbuild trusted relationships,champion service excellence, and contribute to a culture where people feel valued and supported

• We Dare
  –You challenge the status quo with bold ideasand fresh perspectives. You embrace change, seek opportunities toinnovateand are comfortable exploring new ways of working

• We Share
  – You collaborate openlyand build meaningful relationships. Youseek out diverse perspectives, share yourknowledgeand work together to help colleagues,clients and partners succeed

• We Deliver
  – Youtake ownership of your work,honouryourcommitmentsand focus on delivering meaningful results.
  
  You hold yourself accountable and continuously look for ways to improve

• Handle email and phone inquiries from internal and external stakeholders to manage client accounts in a timely, efficient, compliant, and professional manner
• Process and coordinate various duties within department and other shared services such as investment instructions, account set ups, updates, transfers, redemptions and contributions
• Execute discretionary trades to support redemptions and contributions requests
• 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 and support on procedures, forms, and practices within the SMA program to ensure advisors are successful with product implementation and account maintenance needs
• Assist with monthly fee‑billing
• 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

• Post‑secondary education in a related field (e.g., a degree, diploma, or certificate in Business or Finance)
• Successful completion of the Canadian Investment Regulatory Exam (CIRE) or equivalent
• 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…