Join Aviso Wealth as a Bilingual Supervisor, overseeing New Accounts in a 6-month contract. Your focus will be on managing account processes while supporting a collaborative team environment.
In this position, you will supervise daily operations related to opening, maintaining, and closing accounts in compliance with regulatory standards. The role involves providing guidance, training staff, and ensuring efficient workflows. Strong interpersonal skills will be critical as you handle customer escalations and maintain service levels.
Key Responsibilities:
- Supervise all departmental activities for timely processing
- Manage account opening and customer service duties
- Resolve escalated customer issues effectively
- Implement quality control measures regularly
- Analyze performance metrics and provide actionable insights
Requirements:
- Post-secondary education in Investment Industry operations
- 3-5 years investment industry experience, including 1-2 years supervisory
- Fluency in English and French (written and spoken)
- Strong attention to detail and organizational skills
- Proficient in MS Office applications
Embrace leadership, regulatory knowledge, and customer service excellence at Aviso Wealth.
Bilingual Supervisor at Aviso Wealth in Montréal employer: Aviso Wealth Inc.
Aviso Wealth is an exceptional employer that fosters a collaborative and innovative work culture, where employees are empowered to shape investment strategies and drive impactful changes in the managed account platform. Located in a vibrant city, we offer competitive benefits, continuous professional development opportunities, and a commitment to employee growth, making it a rewarding place for those passionate about finance and investment management.
