Managed Account Program Support Specialist

Aviso Wealth

MAP Support Specialist supporting managed accounts for Aviso, a Canadian wealth-management and investment-services provider. Handling client inquiries, account administration, trades, complaints, billing, and operational reporting.

Posted 8/22/2026full-timeToronto • 🇨🇦 CanadaMid-LevelSenior💰 CA$60,000 - CA$70,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in client account management, investment processing, and problem resolution within the financial services sector. Proficient in utilizing Portfolio Management software and Microsoft Office to support operational efficiency and service delivery.

Highest-signal resume keywords

Canadian Securities Course (CSC)Conduct & Practices Handbook (CPH)INV Registered Representative LicenseCustomer Service Experience in Financial ServicesPortfolio Management Software

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Investment ProcessingAccount ManagementDiscretionary TradingData AnalysisFee Billing

Soft Skills

Time ManagementOrganizational SkillsCommunication SkillsInterpersonal SkillsProblem-Solving

Tools & Technologies

Portfolio Management SoftwareBloombergMorningstarMicrosoft OfficeExcel

Certifications & Qualifications

Canadian Securities Course (CSC)Conduct & Practices Handbook (CPH)INV Registered Representative License

Industry Keywords

Financial ServicesHigh Net Worth ClienteleClient Account ManagementService StandardsEscalation Tracking

About the role

Key responsibilities & impact

Handle email and phone inquiries from internal and external stakeholders regarding client accounts
Process and coordinate investment instructions, account setups, updates, transfers, redemptions, and contributions
Execute discretionary trades supporting redemption and contribution requests
Act as primary contact for resolving problems and complaints by investigating, recording details, referring matters to relevant departments, and following up
Provide guidance and support on SMA program procedures, forms, and practices
Assist with monthly fee billing
Analyze departmental trends and prepare reports such as volume and escalation tracking
Support delivery of service standards with minimal supervision while maintaining accuracy and timeliness

Requirements

What you’ll need

Post-secondary education in a related field, such as a degree, diploma, or certificate in Business or Finance
Successful completion of Canadian Securities Course (CSC) and Conduct & Practices Handbook (CPH)
Licensed as an INV Registered Representative or eligible to be licensed as an IR within 30 days
Minimum of 5 years’ customer service experience, including 2–3 years within the financial services industry or equivalent
Experience preferably serving high net worth clientele
Excellent time management and organizational skills
Ability to work well under pressure and meet deadlines
Excellent communication and interpersonal skills
Working experience with Portfolio Management software, Bloomberg, or Morningstar preferred
Fluent communication skills in English required; bilingual French is an asset
Strong knowledge of Microsoft Office, including Outlook, Excel, and Word
Self-motivated and results-oriented, with strong attention to detail and accuracy
Proven ability to identify and resolve issues to the satisfaction of all parties

Benefits

Comp & perks

Competitive compensation package that rewards and recognizes individual contributions
Excellent health, dental and insurance benefits
Generous vacation time
Fitness benefit
Parental leave top-up options
Matching contributions to retirement program
Learning & development opportunities
Education assistance program
Regular social events