Aviso
Investment Support Representative - Bilingual Role
Job Description
Enhance financial service at Aviso Wealth as a Bilingual Investment Support Representative. Support clients with Qtrade Direct Investing inquiries and deliver knowledgeable, caring assistance while utilizing your bilingual capabilities.
Located in Aviso's innovative Contact Centre, this position combines order flow management with exceptional customer care. Ideal candidates are proactive, adaptable, and eager to learn about financial products while helping clients achieve their investment goals. A positive, service-focused attitude is essential.
Key Responsibilities:
• Address client inquiries promptly via phone, email, or chat
• Oversee trading order processes for self-directed clients
• Resolve client complaints through careful follow-ups
• Monitor market trends to guide client decisions
• Participate in process enhancement initiatives
Requirements:
• Education in business or economics, or equivalent experience
• 2-3 years in a client-facing role within ...
Located in Aviso's innovative Contact Centre, this position combines order flow management with exceptional customer care. Ideal candidates are proactive, adaptable, and eager to learn about financial products while helping clients achieve their investment goals. A positive, service-focused attitude is essential.
Key Responsibilities:
• Address client inquiries promptly via phone, email, or chat
• Oversee trading order processes for self-directed clients
• Resolve client complaints through careful follow-ups
• Monitor market trends to guide client decisions
• Participate in process enhancement initiatives
Requirements:
• Education in business or economics, or equivalent experience
• 2-3 years in a client-facing role within ...