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About the Role
The Account Officer is responsible for supporting Aviso Correspondent Partners by providing outstanding service for clients, team members, and related parties. This role involves investigating operational and service matters related to wealth management services and assisting with day-to-day support activities and reporting.
Responsibilities
- Follow up on and gather information on client account activities for client responses
- Work with Operations and IT to investigate activities and completion of requests
- Review transfer in documentation for completeness and initiation and follow up for completion
- Notify Partners of any transfer out requests and coordinate delivery of account with SLA
- Receive and direct certain daily activities for processing by Aviso or other related parties
- Handle general telephone and email inquiries on processing activities
- Ensure customer problems are handled appropriately, escalating issues when necessary
- Provide reporting on client accounts and other activities as necessary
- Assist with management and any other department related duties
Requirements
- University/College degree
- Completion of Canadian Securities Course
- Minimum of two years of customer service experience
- Effective information gathering and timely follow up
- Fluency (written and spoken) in English is required
- Bilingual skills in French are an asset
- Highly organized and detail-oriented
- Strong ability to identify and assist in resolving issues
- Show initiative, attention to detail and adaptability
- Exceptional customer service and interpersonal skills
- Excellent time management/prioritization skills and ability to multi-task
- Ability to work independently
- Contribute to a positive working environment
- Strong computer skills
Skills
- Customer service
- Information gathering
- Issue resolution
- Time management
- Prioritization
- Multi-tasking
- Computer skills
Location
- Toronto
- Vancouver
- Montreal
Work Type
- Full-time
Experience Level
- Minimum of two years of customer service experience
Education Level
- University/College degree
- Completion of Canadian Securities Course
Salary/Compensations
- $55,000 - $65,000 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
- Learning & development opportunities
- Education assistance program
- Regular social events
About the Company
- Aviso is a leading wealth management and investment services provider for the Canadian financial industry.
- Approximately $145 billion in total assets under administration and management.
- Over 1,000 employees.
- Building a comprehensive, technology-enabled, client-centric wealth services ecosystem.
- Trusted partner for nearly all credit unions across Canada.
- Provides solutions to portfolio managers, investment dealers, insurance and trust companies, and introducing brokers.
- Investment dealer and mutual fund dealer and insurance services support thousands of investment advisors.
- NEI Investments specializes in investing responsibly.
- Qtrade Direct Investing® empowers self-directed investors.
- Qtrade Guided Portfolios® serves investors who prefer a hands-off approach.
- Aviso Correspondent Partners provides custodial and carrying broker services.
- Backed by the credit union Centrals, Co-operators/CUMIS, and Desjardins.
- 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.
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.