Bilingual Wealth & Accounts Client Advisor

Aviso Wealth; Toronto; On-site; CAD 55,000 - 65,000; Full time

Job summary

A leading wealth management organization in Toronto seeks a Bilingual Account Officer. This role involves supporting Correspondent Partners by offering outstanding service and managing client inquiries. Candidates should have a university degree, experience in customer service, and fluency in both English and French. Competitive compensation and benefits are provided, promoting a dynamic and inclusive work environment.

Benefits

Competitive compensation package

Excellent health, dental, and insurance benefits

Generous vacation time

Parental leave top-up options

Education assistance program

Qualifications

• Minimum of two years of customer service experience.
• Effective information gathering and timely follow up.
• Highly organized and detail-oriented.

Responsibilities

• Follow up on and gather information on client account activities.
• Work with Operations and IT to investigate activities.
• Review transfer in documentation for completeness.
• Handle general telephone and email inquiries.
• Provide reporting on client accounts.

Skills

Customer service

Fluency in English and French

Organization

Problem-solving

Time management

Education

University/College degree

Completion of Canadian Securities Course

Tools

Computer skills

Job description

A leading wealth management organization in Toronto seeks a Bilingual Account Officer. This role involves supporting Correspondent Partners by offering outstanding service and managing client inquiries. Candidates should have a university degree, experience in customer service, and fluency in both English and French. Competitive compensation and benefits are provided, promoting a dynamic and inclusive work environment.