Impress employers and recruiters.
Choose from hundreds of resume examples.

Target Resume Now

About the Role

The MAP Support Specialist is responsible for the service and 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.

Responsibilities

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

Requirements

Post-secondary education in a related field (e.g., a degree, diploma, or certificate in Business or Finance)
Successful completion of Canadian Securities Course (CSC) and Conduct & Practices Handbook (CPH)
Licensed as an INV Registered Representative or eligible to be licensed as an IR within 30 days
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
Working experience with Portfolio Management software, Bloomberg or Morningstar preferred
Fluent communication skills in English are required and bilingual skills in French are an asset
Strong Knowledge of Microsoft Office (Outlook, Excel, Word)
Self-motivated, results oriented with strong attention to detail and accuracy
Proven ability to identify and resolve issues to the satisfaction of all parties

Skills

Customer service
Time management
Organizational skills
Communication skills
Interpersonal skills
Portfolio Management software
Bloomberg
Morningstar
Microsoft Office (Outlook, Excel, Word)
Attention to detail
Accuracy
Problem identification
Problem resolution

Location

Toronto
Vancouver
Montreal

Work Type

Full-time

Experience Level

Minimum 5 years' customer service experience
2-3 years' experience within the financial services industry

Education Level

Post-secondary education in a related field (e.g., a degree, diploma, or certificate in Business or Finance)
Canadian Securities Course (CSC)
Conduct & Practices Handbook (CPH)

Salary/Compensations

$60,000 - $70,000 CAD annually

Benefits

Competitive compensation package
Excellent health, dental and insurance benefits
Generous vacation time
Fitness benefit
Parental leave top-up options
Matching contributions to our retirement program
Continuous improvement through learning & development
Education assistance program
Regular social events

About the Company

Aviso is a leading wealth management and investment services provider for the Canadian financial industry, with approximately $145 billion in total assets under administration and management, and over 1,000 employees.
We’re building a comprehensive, technology-enabled, client-centric wealth services ecosystem.
Our clients include our partners, advisors, and investors.
We’re a trusted partner for nearly all credit unions across Canada, in addition to a wide range of portfolio managers, investment dealers, insurance and trust companies, and introducing brokers.
Our partners depend on Aviso for specific solutions that give them a competitive edge in a rapidly evolving, highly competitive industry.
Our investment dealer and mutual fund dealer and our insurance services support thousands of investment advisors.
Our asset manager, NEI Investments, specializes in investing responsibly.
Our online brokerage, Qtrade Direct Investing®, empowers self-directed investors, and our fully automated investing service, Qtrade Guided Portfolios®, serves investors who prefer a hands-off approach.
Aviso Correspondent Partners provides custodial and carrying broker services to a wide range of firms.
We have offices in Toronto, Vancouver, and Montreal.
Aviso is backed by the collective strength of our owners: the credit union Centrals, Co-operators/CUMIS, and Desjardins.
We’re proud to power businesses that empower investors.
A career with Aviso means being part of a group of talented, energetic professionals who live their values every day, and belonging to an organization dedicated to your success and career development.
If you’re looking for interesting and challenging work, at a company committed to its people, apply to join our team.

Equal Opportunity

Aviso welcomes and encourages applications from all qualified individuals including persons with disabilities. If you require an accommodation, we will work with you to meet your needs in all stages of the hiring process.
We thank all applicants for their interest, however, only those selected for further consideration will be contacted.
No recruiters or agencies, please.