Service Center Rep Associate - 6 months
Aviso Wealth, Canada

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 www.aviso.ca.

The Opportunity:

Reporting to the Manager, Onboarding, the Service Centre Rep Associate is responsible for administrative support to the internal Advisors for the MFDA and IIROC platforms and their respective clients. The Service Centre Rep Associate focuses on ensuring the advisors have an optimally segmented book of business and applies their high-level customer service skills to provide exceptional service to existing clients.

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:

• Respond to client inquiries and assist clients with non-financial updates including address changes, providing forms for beneficiary updates, estate settlement documentation, unlocking documentation and updating corporate account signatories.
• Log detailed notes of all client interactions to enable effective cross-channel servicing of the client and to create a permanent record of client interactions and discussions.
• Filing information related to internal employee Group RSP accounts
• Work with advisors to obtain list of target clients that would be better supported by other services within Aviso.
• Coordinate and execute mail outs or contact clients directly, based on the agreed upon approach and options.
• Meet conversion rate targets by having persistent follow up with clients.
• Work with advisors to ensure quick follow up with clients directly.
• Support Service Center initiatives

Requirements

Your experience and skills:

• Undergraduate degree is preferred with an emphasis in business or economics.
• IFIC or CSC is a strong asset.
• 2+ years of financial services industry administrative experience
• Intermediate experience with the MS Suite of products including Outlook, Excel, and Word
• General investment industry knowledge and interest an asset (e.g. mutual funds (rules amp; regulations), stocks and securities, including types of accounts such as RSPs, RIFs, etc.)
• Credit union experience is an asset.
• Strong customer service focus and positive attitude
• Self-starter with the ability to work independently.
• Ability to work with highly confidential and sensitive information.
• Strong organizational, multitasking skills and time management skills
• Strong analytical, problem solving skills and attention to detail.
• 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 t

Job Rewards and Benefits