Aviso Wealth Inc
Operations Expert: MAP Support Specialist
Job Description
Become an integral part of Aviso as a MAP Support Specialist, focusing on operational excellence in a financial setting. Elevate service standards within managed account solutions every day.
In this key Operations team role at Aviso, you'll deliver day-to-day support for Separately Managed Account programs while ensuring high-quality client service. You'll manage inquiries, facilitate transactions, and help optimize client relationships through effective communication and collaboration.
Key Responsibilities:
• Field inquiries from clients and stakeholders seamlessly
• Coordinate investment instructions and manage account changes
• Execute trades for redemptions and contributions
• Take ownership of issue resolution and follow-up actions
• Analyze departmental trends for performance improvement
Requirements:
• Business or Finance education background
• Completed Canadian Securities Course (CSC)
• 5+ years in customer service, particularly in finance
•...
In this key Operations team role at Aviso, you'll deliver day-to-day support for Separately Managed Account programs while ensuring high-quality client service. You'll manage inquiries, facilitate transactions, and help optimize client relationships through effective communication and collaboration.
Key Responsibilities:
• Field inquiries from clients and stakeholders seamlessly
• Coordinate investment instructions and manage account changes
• Execute trades for redemptions and contributions
• Take ownership of issue resolution and follow-up actions
• Analyze departmental trends for performance improvement
Requirements:
• Business or Finance education background
• Completed Canadian Securities Course (CSC)
• 5+ years in customer service, particularly in finance
•...