Portfolio Services Representative

Aviso; Toronto; On-site; CAD 46,000 - 55,000; Full time

Benefits offered by this job

Competitive compensation package

Excellent health, dental and insurance benefits

Generous vacation time

Fitness benefit

Parental leave top-up options

Matching contributions to retirement program

Commitment to learning and development

Regular social events

Job summary

A leading wealth management firm in Toronto is seeking a Portfolio Services Representative to join its Operations team. The ideal candidate will have at least 5 years of customer service experience, preferably in financial services, and be fluent in English with strong interpersonal skills. Responsibilities include managing inquiries and account maintenance for high net worth clientele while fostering a culture of continuous improvement. The role offers a competitive compensation package and excellent benefits.

Qualifications

• Minimum of 5 years of customer service experience, ideally in financial services.
• Proven ability to work well under pressure and meet deadlines.
• Self-motivated with strong attention to detail.

Responsibilities

• Act as primary contact for resolving problems and complaints.
• Provide guidance on procedures and account maintenance.
• Manage client accounts via phone and email inquiries.
• Process administrative duties within the department.
• Analyze departmental trends and prepare reports.
• Foster a culture of continuous improvement.
• Assist with other duties and projects as needed.

Skills

Exceptional customer service skills

Strong knowledge of Microsoft Office

Excellent communication and interpersonal skills

Fluency in English

Bilingual skills in French

Education

Post-secondary education

Completion of Canadian Securities Course (CSC)

Job description

Base pay range
CA$46,000.00/yr - CA$55,000.00/yr

Overview

We’re looking for a Portfolio Services Representative to join our Operations team. Reporting to the Supervisor, New Accounts, the role is responsible for the service & operational support of Separately Managed Account (SMA) programs and other investment management solutions.

Responsibilities

• 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, support and education on procedures, forms, and practices within the SMA program to ensure partners are successful with product implementation and account maintenance items.
• Handle telephone and email inquiries from internal and external stakeholders to manage client accounts in an efficient, compliant, courteous, and professional manner.
• Process & coordinate various administrative duties within the department and other shared services such as investment instructions, account set ups, updates, transfers and contributions.
• 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.
• Foster a culture of continuous improvement and innovation.
• Assisting with other duties and projects as required.

Qualifications

• Post‑secondary education.
• Completion of the Canadian Securities Course (CSC) considered an asset.
• 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.
• 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.

Benefits

• Competitive compensation package.
• Excellent health, dental and insurance benefits.
• Generous vacation time, fitness benefit, parental leave top‑up options.
• Matching contributions to the retirement program.
• Commitment to continuous improvement through learning & development and an education assistance program.
• Regular social events to foster teamwork.

Equal Employment Opportunity

Aviso Wealth 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 over 1,000 employees. We build a comprehensive, technology‑enabled, client‑centric wealth services ecosystem.