Job Description

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Aviso Wealth:

At Aviso Wealth, we are dedicated to improving the financial well-being of Canadians. As a leading wealth management organization, we are committed to service, partnership, and innovation. Working with talented and energetic professionals who exemplify our values every day, you will quickly notice that our people and dynamic culture sets Aviso Wealth apart. If you are looking for interesting and challenging work, at a company committed to its people, find out more about what Aviso Wealth has to offer at .

The Opportunity:

We're looking for a Client Solutions Officer to join our Service Center team.

Reporting to the Supervisor, Service Center the Client Solutions Officer is responsible for providing front line support for our clients and partners, providing information regarding Aviso's wide range of products, services and policies with outstanding customer service.

Who you are:

• Service - You consider both internal and external stakeholders and demonstrate intent of understanding and putting the clients' needs first. You advocate service excellence and work to deliver solutions that meet the needs. You proactively develop strategic partnerships that allow Aviso Wealth 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:

• Deliver prompt and courteous service to Credit Union partners and clients across all of Aviso's lines of business
• Promptly respond to phone and email inquiries for product and administrative information utilizing internal resources and systems
• Keep apprised of the continuously evolving policies, procedures, products and systems as well as industry changes that impact the day-to-day functioning of the Service Centre
• Investigate account related problems using the various systems of the Aviso business lines and take the appropriate action to correct such issues
• Contact Mutual Fund Representatives for updating financial and non-financial requests
• Communicate and coordinate with other internal departments to ensure exceptional service is delivered

Requirements:

Your experience and skills:

• Post-secondary education in accounting, business and/or financial administration is preferred
• Completion of the Investment Funds Course (IFIC) or the Canadian Securities Course (CSC) is an asset
• Minimum 1 years' customer service or call center experience required
• Experience in the financial services industry
• Strong commitment to delivering exceptional service
• Strong attention to detail, organizational and time management skills
• Strong analytical and problem-solving skills
• Ability to work well under pressure in a fast-paced environment, independently and in a team
• Fluent communication skills in English are required and bilingual skills in French are an asset

Benefits:

Why Aviso Wealth?

At Aviso Wealth, 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

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.

We thank all applicants for their interest, however, only those selected for further consideration will be contacted.

No recruiters or agencies, please.

Company Overview:

Aviso Wealth is a national, integrated financial services company, with over $100 billion in assets under administration and management. Aviso Wealth is owned by Credit Union Centrals, The Co-operators / CUMIS and Desjardins. Our MFDA-regulated dealer, full-service IIROC-regulated brokerage, and insurance dealer support thousands of financial advisors at credit unions across Canada. Our award-winning online brokerage, Qtrade Direct Investing, and our digital advice platform, VirtualWealth, give Canadians flexible choices for building their wealth. Our asset manager, NEI Investments, is a Canadian leader in Responsible Investment funds and portfolios, which are available through a national network of advisors. Aviso Wealth also provides custodial services and introducing broker services to independent financial organizations, including banks, trust companies, insurance companies, investment dealers, portfolio managers and financial planning firms. We have operations in Toronto, Vancouver, and Montreal with a regional office in Winnipeg. More information about Aviso Wealth is available at .

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