Be a key player at Aviso as a MAP Support Specialist, focused on operational excellence in financial services. Ensure high-quality client support and manage account inquiries effectively.
In this crucial role, you will join the Operations team at Aviso, delivering day-to-day assistance for Separately Managed Account programs. Responsibilities include handling client inquiries, coordinating investment instructions, and managing account changes to drive client relationship success.
Key Responsibilities:
• Field inquiries from clients and stakeholders seamlessly
• Coordinate investment instructions and account modifications
• Execute trades efficiently for redemptions and contributions
• Take ownership of issues and follow-up actions
• Analyze trends to enhance departmental performance
Requirements:
• Educational background in Business or Finance
• Completion of Canadian Securities Course (CSC)
• Minimum 5 years in customer service within finance
• Exce...