Bilingual Account Officer

Aviso Wealth•Montreal, QC

7d•CA$55,000 - CA$65,000•Hybrid

About The Position

Aviso is seeking a Bilingual Account Officer to join their Aviso Correspondent Partner team for a 6-month contract. Reporting to the Director, Partner Services and Onboarding, this role is responsible for supporting Aviso Correspondent Partners by providing outstanding service to clients, team members, and related parties. The position involves working with team members of Aviso Correspondent Partners to follow up and investigate operational and service matters related to wealth management services, assisting with daily activities, and some reporting.

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
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

Nice To Haves

Bilingual skills in French are an asset

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