Client Account Management Specialist

Become a MAP Support Specialist at Aviso and contribute to our mission of enhancing financial well-being for Canadians. This Operations role focuses on client account management and support for investment solutions.
We are looking for a detail-oriented MAP Support Specialist to join our dynamic team. This role will involve handling inquiries, processing investment instructions, and executing trades while maintaining compliance. A proven background in financial services, especially in serving high net-worth clients, will be pivotal in ensuring exceptional client service and support throughout the account lifecycle.
Key Responsibilities:
• Act as daily support for SMA account management
• Handle incoming inquiries efficiently and professionally
• Process trades, transfers, and account updates
• Facilitate communication between advisors and clients
• Assist in monthly fee billing and performance reporting
Requirements:
• Post-secondary qualifications in a releva...