A leading wealth management firm in Toronto is seeking a Portfolio Services Representative to join its Operations team. The ideal candidate will have at least 5 years of customer service experience, preferably in financial services, and be fluent in English with strong interpersonal skills. Responsibilities include managing inquiries and account maintenance for high net worth clientele while fostering a culture of continuous improvement. The role offers a competitive compensation package and excellent benefits.
SMA & Portfolio Services Specialist in Toronto employer: Aviso
At Aviso, we pride ourselves on being an exceptional employer that fosters innovation and collaboration in the rapidly evolving field of cloud technologies. Our inclusive work culture encourages continuous learning and professional growth, providing employees with access to cutting-edge tools and resources to excel in their roles. Located in a vibrant tech hub, we offer unique opportunities to engage with industry leaders and contribute to transformative projects that enhance user experiences and operational efficiencies.
