Account Officer: Client Services & Wealth Ops

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

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.