Account Officer,Temporary Job Vancouver area,BC Canada,Customer Service/HelpDesk

Aviso:

At Aviso, we are dedicated to improving the financial well-being of Canadians. As a leading wealth management organization, we are committed to leadership, innovation, partnership, responsibility, and community. Working with talented and energetic professionals who exemplify our values every day, you will quickly notice that our people and dynamic ‘oneaviso’ culture sets us apart. If you are looking for interesting and challenging work, at a company committed to its people, find out more about what Aviso has to offer at

The Opportunity:

We’re looking to fill an opening for a Account Officer join our Aviso Correspondent Partner team for 6 months

Reporting to the Director, Partner Services and Onboarding, the Account Officer is responsible for supporting Aviso Correspondent Partners by providing outstanding service for clients, team members and related parties. We offer comprehensive custody and trading services to help portfolio managers, introducing brokers, and financial partners grow their business. You will be responsible for working with team members of Aviso Correspondent Partners to follow up and investigate operational and service matters related to the delivery of wealth management services.

In this position, you will support the efforts of the team by assisting in doing day to day and support related activities and some reporting.

Who you are:

Service – You put your clients’ needs first. You advocate service excellence, and work to deliver client-centric solutions, and proactively develop strategic partnerships that allow Aviso to become a trusted advisor and partner

Execution – You are committed to achieving your goals and to succeed. This includes focusing on “getting things done”, as well as recognizing and taking advantage of opportunities as they arise. You are consistently looking for ways to improve your personal best and see value in continuous improvement. You take accountability for your actions and learn from mistakes

Collaboration – You work collaboratively with others with the common goal of driving positive results. Making meaningful contributions to your team to achieve organizational goals is a priority. You proactively encourage collaboration, build trust and inclusion, and work to establish effective relationships both inside and outside of the organization

What your day looks like:

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

Your experience and skills:

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 and 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

Benefits

Why Aviso Wealth?

At Aviso Wealth, you will find a dynamic and inclusive culture that rewards innovation and celebrates success.
Here are a few things that set us apart:

Competitive compensation package that rewards and recognizes individual contributions

Excellent health, dental and insurance benefits to meet the diverse needs of our employees

Generous vacation time, fitness benefit, parental leave top-up options

Matchi…


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Job Posting Language

Account Officer, Temporary