MAP Support Specialist at Aviso Wealth
A
Aviso Wealth
📍 vancouver, metro vancouver regional district, Canada
Job Description
Step into the role of MAP Support Specialist with Aviso Wealth, influencing investment management solutions. Provide exceptional service and operational support for Separately Managed Accounts while ensuring compliance and efficiency.
In this critical position, you will report to the Supervisor of New Accounts and focus on the day-to-day operations of Aviso’s SMA programs. You will be responsible for handling client inquiries, processing account adjustments, and ensuring seamless service delivery. Your leadership will enhance team collaboration, resulting in high client satisfaction.
Key Responsibilities:
• Manage client account inquiries through email and phone
• Process investment instructions, updates, and redemptions
• Execute discretionary trades for contributions and requests
• Resolve stakeholder issues and complaints diligently
• Assist with monthly billing and departmental analysis
Requirements:
• Degre...
In this critical position, you will report to the Supervisor of New Accounts and focus on the day-to-day operations of Aviso’s SMA programs. You will be responsible for handling client inquiries, processing account adjustments, and ensuring seamless service delivery. Your leadership will enhance team collaboration, resulting in high client satisfaction.
Key Responsibilities:
• Manage client account inquiries through email and phone
• Process investment instructions, updates, and redemptions
• Execute discretionary trades for contributions and requests
• Resolve stakeholder issues and complaints diligently
• Assist with monthly billing and departmental analysis
Requirements:
• Degre...