Client Solutions Officer - Remote, Canada - Aviso Wealth

Aviso Wealth

Verified Company

Remote, Canada

3 weeks ago

Posted by:

Sophia Lee

beBee Recruiter

Description

Aviso Wealth:

The Opportunity:

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

This role can be mostly remote, however we will on occasion require you to come onsite to our office at 1111 West Georgia St, Vancouver, BC.

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:

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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

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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

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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
Keep apprised of the continuously evolving policies, procedures, products and systems as well as industry changes that impact the daytoday 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 nonfinancial requests
Communicate and coordinate with other internal departments to ensure exceptional service is delivered

Requirements:

Your experience and skills:

Postsecondary 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 problemsolving skills
Ability to work well under pressure in a fastpaced 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 topup 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
We thank all applicants for their interest, however, only those selected for further consideration will be contacted.

No recruiters or agencies, please.

Company Overview:

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