Account Officer

Aviso Wealth; Toronto; On-site; CAD 50,000 - 70,000; Full time

Job summary

A leading wealth management organization in Toronto is seeking an Account Officer to support their Correspondent Partner team. The role involves delivering exceptional service to clients, investigating operational issues, and ensuring smooth account transfers. Candidates should possess a University/College degree, completion of the Canadian Securities Course, and at least two years of customer service experience. This position offers an opportunity to grow within a dynamic culture that prioritizes collaboration and client-centric solutions.

Qualifications

• Minimum of two years of customer service experience in a financial environment.
• Ability to manage client inquiries and resolve issues effectively.

Responsibilities

• Gather information on client account activities for responses.
• Investigate operations and IT requests.
• Coordinate account transfer deliveries.
• Handle daily processing activities and client inquiries.
• Provide reporting on client accounts.

Skills

Customer service

Problem-solving

Communication

Collaboration

Education

University/College degree

Completion of Canadian Securities Course

Job description

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 www.aviso.ca.

The Opportunity:

We’re looking for a Account Officer join our Aviso Correspondent Partner team.

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

Your experience and skills:

• University/College degree
• Completion of Canadian Securities Course
• Minimum of two years of customer service experience