Managed Account Program (MAP) Support Specialist

Aviso Wealth Inc.; Toronto; On-site; CAD 60,000 - 70,000; Full time

Benefits offered by this job

Competitive compensation package

Health, dental, and insurance benefits

Generous vacation time and parental le

Retirement contributions

Job summary

Aviso Wealth Inc. is seeking a MAP Support Specialist to join the Operations team in Toronto. You will handle client inquiries, manage accounts, execute discretionary trades, and maintain high service standards in a regulated environment.

You will work with portfolio tools, support monthly billing, and provide analytics to monitor trends, ensuring accuracy and timeliness in all duties. A post-secondary business/finance background and CIRE certification are preferred.

Qualifications

• Post-secondary education in a related field (e.g., degree, diploma, or certificate in Business or Finance).
• Successful completion of the Canadian Investment Regulatory Exam (CIRE) or equivalent.
• Exceptional customer service skills with a minimum of 5 years’ customer service experience; 2-3 years in financial services (or equivalent), preferably serving high net worth clientele.
• Excellent time management and organizational skills with proven ability to work under pressure and meet deadlines.
• Excellent communication and interpersonal skills.
• Working experience with Portfolio Management software, Bloomberg or Morningstar preferred.
• Fluent English; bilingual French an asset.
• Strong knowledge of Microsoft Office (Outlook, Excel, Word).
• Self-motivated, results oriented with attention to detail and accuracy.
• Proven ability to identify and resolve issues to the satisfaction of all parties.

Responsibilities

• Handle email and phone inquiries from internal and external stakeholders to manage client accounts in a timely, compliant, and professional manner.
• Process and coordinate duties within department and shared services such as investment instructions, account set ups, updates, transfers, redemptions and contributions.
• Execute discretionary trades to support redemptions and contributions requests.
• Act as primary contact for internal and external stakeholders for resolution of problems and complaints, initiating investigations and follow-ups.
• Provide guidance and support on SMA program procedures, forms, and practices to ensure advisor success.
• Assist with monthly fee-billing.
• Provide support to the Supervisor through analysis of departmental trends and preparation of reports to ensure service standards.

Skills

Customer service

Communication

Time management

Organization

Attention to detail

Problem solving

English fluency

French a plus

Microsoft Office

Portfolio management software

Bloomberg

Morningstar

Education

Post-secondary education in Business or Finance

Tools

Portfolio Management software

Bloomberg

Morningstar

Microsoft Excel

Outlook

Word

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.

The Opportunity:

We’re looking to fill an opening for a Managed Account Program (MAP) Support Specialist to join our Operations team.

Reporting to the Supervisor, New Accounts the MAP Support Specialist is responsible for the service & day to day operational support of Aviso’s Separately Managed Account (SMA) programs and other investment management solutions.

The role requires consistent delivery of outstanding service for clients, team members, and related parties by handling all administration duties for managed accounts with minimal supervision while maintaining a high degree of accuracy and timeliness.

Leadership qualities are essential as you will be responsible for processing and managing all client account inquiries in accordance with operational procedures, company policies, and industry regulations.

Asoneaviso:

• We Care– Youdo the right thing forclients,partnersand colleagues. Youbuild trusted relationships,championservice excellence, andcontribute to a culture where people feel valued and supported
• We Dare–You challenge the status quo with bold ideasand fresh perspectives. Youembrace change, seek opportunities toinnovateand are comfortable exploring new ways of working
• We Share– Youcollaborate openlyand build meaningful relationships. Youseek outdiverse perspectives, share yourknowledgeand work together to helpcolleagues,clientsand partners succeed
• We Deliver– Youtake ownership of your work,honouryourcommitmentsand focus on delivering meaningful results.You hold yourself accountable and continuously look for ways to improve

What your day looks like:

• Handle email and phone inquiries from internal and external stakeholders to manage client accounts in a timely, efficient, compliant, and professional manner
• Process and coordinate various duties within department and other shared services such as investment instructions, account set ups, updates, transfers, redemptions and contributions
• Execute discretionary trades to support redemptions and contributions requests
• Act as the primary contact for internal and external stakeholders with respect to the resolution of problems and complaints by initiating an investigation, recording details, referring to the relevant departments and conducting appropriate follow-ups
• Provide guidance and support on procedures, forms, and practices within the SMA program to ensure advisors are successful with product implementation and account maintenance needs
• Assist with monthly fee-billing
• Provide support to the Supervisor through analysis of departmental trends and preparation of various reports such as volume & escalation tracking to ensure delivery of service standards

Your experience and skills:

• Post-secondary education in a related field (e.g., a degree, diploma, or certificate in Business or Finance)
• Successful completion of the Canadian Investment Regulatory Exam (CIRE) or equivalent
• Exceptional customer service skills with a minimum of 5 years’ customer service experience; 2-3 years of which are within the financial services industry (or equivalent), preferably serving high net worth clientele
• Excellent time management and organizational skills with proven ability to work well under pressure and meet deadlines
• Excellent communication and interpersonal skills
• Working experience with Portfolio Management software, Bloomberg or Morningstar preferred
• Fluent communication skills in English are required and bilingual skills in French are an asset
• Strong Knowledge of Microsoft Office (Outlook, Excel, Word)
• Self-motivated, results oriented with strong attention to detail and accuracy
• Proven ability to identify and resolve issues to the satisfaction of all parties

Why Aviso?

At Aviso, 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
• Matching contributions to our retirement program
• Commitment to the continuous improvement of our staff through learning & development and an education assistance program
• Regular social events to foster teamwork

Your Information

By submitting your application, you consent to the collection, use, and disclosure of your provided personal information for the purposes of assessing your qualifications and suitability for employment with Aviso. Your information will be handled in accordance with applicable Canadian privacy laws, including thePersonal Information Protection and Electronic Documents Act (PIPEDA)and relevant provincial legislation. Your data may be shared with authorized personnel involved in the recruitment process and retained only as long as necessary to fulfill these purposes or as required by law.

Further information is available on the Privacy link on our Career Page – Privacy Policies

Equal Employment Opportunity

Aviso welcomes and encourages applications from all qualified individuals including persons with disabilities. If you require an accommodation, we will work with you to meet your needs in all stages of the hiring process.

Company Overview:

Aviso is a leading wealth management and investment services provider for the Canadian financial industry, with approximately $145 billion in total assets under administration and management, and over 1,000 employees. We’re building a comprehensive, technology-enabled, client-centric wealth services ecosystem. Our clients include our partners, advisors, and investors. We’re a trusted partner for nearly all credit unions across Canada, in addition to a wide range of portfolio managers, investment dealers, insurance and trust companies, and introducing brokers. Our partners depend on Aviso for specific solutions that give them a competitive edge in a rapidly evolving, highly competitive industry. Our investment dealer and mutual fund dealer and our insurance services support thousands of investment advisors. Our asset manager, NEI Investments, specializes in investing responsibly. Our online brokerage, Qtrade Direct Investing®, empowers self-directed investors, and our fully automated investing service, Qtrade Guided Portfolios®, serves investors who prefer a hands-off approach. Aviso Correspondent Partners provides custodial and carrying broker services to a wide range of firms. We have offices in Toronto, Vancouver, and Montreal. Aviso is backed by the collective strength of our owners: the credit union Centrals, Co-operators/CUMIS, and Desjardins. We’re proud to power businesses that empower investors.

Salary

This position is posted with an expected salary range of $60,000 - $70,000 CAD annually. Individual compensation packages are based on various factors unique to each candidate and the requirements of the position.