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About the Role

The Bilingual Account Representative will support Aviso's Correspondent and Institutional Services by providing exceptional service to clients, team members, and other stakeholders. This role is crucial for the Correspondent and Institutional Services team, which offers comprehensive custody and trading services to help portfolio managers, dealers, and financial partners grow their businesses.

Responsibilities

• Monitor client account activity and gather information for client responses.
• Collaborate with Operations and IT teams to review activities and process requests.
• Review incoming transfer documentation for completeness and process requests, ensuring follow-up.
• Inform partners of outgoing transfer requests and coordinate account transfers according to Service Level Agreements (SLAs).
• Receive and direct daily processing activities handled by Aviso or other parties.
• Handle general inquiries regarding processing activities via phone and email.
• Produce reports on client accounts and other activities as needed.
• Participate in management and other service-related tasks.

Requirements

• University or college degree in finance, economics, or a related field.
• Successful completion of the Canadian Securities Course.
• At least two years of customer service experience in a similar role.
• Ability to gather information effectively and follow up in a timely manner.
• Organizational skills, attention to detail, excellent time and priority management, and multitasking ability.
• Excellent problem-spotting and problem-solving participation skills.
• High degree of initiative, thoroughness, and adaptability.
• Exceptional customer service and interpersonal skills.
• Ability to work independently.
• Capability to ensure client issues are handled appropriately and escalated when necessary.
• Excellent knowledge of Microsoft Office Suite and ability to quickly master new technology.

Skills

• Bilingualism (French and English)
• Customer service
• Communication
• Information gathering
• Follow-up
• Organization
• Attention to detail
• Time management
• Priority management
• Multitasking
• Problem-solving
• Initiative
• Adaptability
• Interpersonal skills
• Microsoft Office Suite

Location

• Toronto
• Vancouver
• Montreal
• Winnipeg

Work Type

• Full-time

Experience Level

• Minimum two years of experience

Education Level

• University or college degree in finance, economics, or a related field
• Canadian Securities Course

Salary/Compensations

• $55,000 - $65,000 CAD per year

Benefits

• Competitive compensation program
• Leading health, dental, and insurance benefits
• Generous vacation
• Health and wellness benefits
• Top-up options for parental leave
• Matching contributions to retirement program
• Commitment to continuous staff development through learning and development and a training support program
• Regular social events to foster teamwork

About the Company

• Aviso is a leading wealth management organization dedicated to improving the financial well-being of Canadians.
• With total assets under administration and management of approximately $145 billion and over 1,000 employees, Aviso is a major provider of wealth and investment management services for the Canadian financial sector.
• Aviso is building a comprehensive, state-of-the-art, client-centric wealth management ecosystem.
• Clients include partners, advisors, and investors.
• A trusted partner for almost all credit unions in Canada, as well as a wide range of portfolio managers, investment dealers, insurance companies, trust companies, and discount brokers.
• Aviso provides precise solutions that offer a competitive edge in a rapidly evolving and highly competitive industry.
• Services include investment dealer, mutual fund dealer, and insurance services supporting thousands of investment advisors.
• Asset manager is NEI Investments, specializing in responsible investing.
• Direct-to-consumer online brokerage, Qtrade Direct Investing, empowers self-directed investors.
• Fully automated investment service, Qtrade Guided Portfolios, serves investors preferring a passive approach.
• Correspondent Services partners provide custody and dealer services to a wide range of firms.
• Offices in Toronto, Vancouver, Montreal, and Winnipeg.
• Backed by the collective strength of its owners: credit union centrals, Co-operators/CUMIS, and Desjardins.
• Proudly powering businesses that empower investors.
• Working at Aviso means being part of a group of talented and energetic professionals who live their values daily, and belonging to an organization dedicated to your success and career development.
• A dynamic and inclusive culture that values innovation and celebrates employee successes.

Equal Opportunity

• Aviso welcomes and encourages applications from all qualified individuals, including applicants/individuals with disabilities.
• If you require accommodation, Aviso will work with you to meet your needs at all stages of the hiring process.