Client Solutions Officer

Aviso Wealth - Vancouver, BC (30+ days ago)

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Aviso Wealth:
A career with Aviso Wealth means being part of an organization dedicated to your success and career development. It means belonging to a group of talented, energetic professionals who live their values every day. Our amazing people and dynamic culture set Aviso Wealth apart. If you’re looking for interesting and challenging work, at a company committed to its people, find out more about what Aviso has to offer.

The Opportunity:
We’re looking for a Client Solutions Officer to join our Service Center team.

Reporting to the Supervisor, Partner and Client Care the Client Solutions Officer acts as the front-line of the company, projecting an excellent image of Aviso Wealth through all methods of communication with professionalism and friendliness, and provides reliable information regarding a wide range of company products, services and policies while delivering excellent and outstanding service experience to our clients and partners. The Client Solutions Officer is also proficient on numerous skillsets reflective of the business lines and contributes to the overall growth and development of the Service Center.

Who you are:
You take initiative, seeking out and owning opportunities to improve yourself, your team, and our business.
You’re comfortable in a fast-paced environment, maintaining a keen attention to detail even when under pressure.
You thrive in a collaborative environment, sharing your knowledge with your colleagues, and celebrating success as a team.
You’re a life-long learner, staying current on market events, industry news, and innovative trends and technologies.
You believe in sustainable financial strength, and you’re committed to long-term wealth solutions.
You consider the impact of your actions on your team members, our partners, our clients, and the places where we live and work.

What your day looks like:
Deliver prompt and courteous service to clients and partners across all of Aviso’s lines of business;
Promptly respond to telephone and written 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;
Discover new ways to make doing business with Aviso easier;
Investigate account related problems and take the appropriate action to correct such problems;
Communicate and coordinate with other internal departments to ensure exceptional service is delivered;
Continuously provide suggestions for process and product improvement; and
Other duties as requested by Supervisor.


Your experience and skills:
1 – 2 years customer service experience required;
Experience in the financial services industry and/or call centre is preferred; and
Previous credit union experience an asset.
Post-secondary education in accounting, business and/or financial administration preferred
Strong commitment to delivering an exceptional service experience;
Excellent verbal and written communication skills are essential, both at an individual and group level;
Strong attention to detail, organizational and time management skills;
Ability to work independently and in a team to ensure problems are identified and resolved efficiently;
Strong analytical and problem solving skill;
Ability to handle difficult client situations, ultimately ensuring resolution of the problem;
Ability to work well under pressure in a fast-paced environment;
Intermediate level of knowledge with MS Office Suite; and
Fluency in English required, bilingual French language skills an asset.
Completion of the Investment Funds Course (IFIC) or Canadian Securities Course (CSC) is an asset.


At Aviso, you’ll find a dynamic, entrepreneurial culture that rewards innovation and celebrates success. We offer a competitive compensation package, career enrichment, and regular social events to foster teamwork. 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 approximately $65 billion in assets under administration and management. Aviso is owned by Credit Union Centrals, CUMIS and Desjardins. Our MFDA-regulated dealer, full-service IIROC-regulated brokerage, and insurance dealer support thousands of financial advisors at hundreds of credit unions across Canada. Our award-winning online brokerage, Qtrade Investor, 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 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. Aviso has major operations in Vancouver and Toronto, along with regional offices across Canada. More information about Aviso Wealth is available at