Drive exceptional service at Aviso as a Registered Representative in the digital wealth channel. Focus on client relationships and high-quality financial transaction execution to enhance overall satisfaction.
This position reports to the Supervisor of Online Trading and emphasizes timely processing of client transactions while ensuring compliance. Your ability to communicate effectively and apply market insights will play a crucial role in meeting client needs. Work collaboratively to identify process improvements and maintain operational excellence.
Key Responsibilities:
• Execute financial transactions including contributions and withdrawals
• Review client accounts for completeness and suitability
• Serve as the main point of contact for clients
• Monitor market activity and adjust portfolios accordingly
• Resolve operational issues with documentation
Requirements:
• Preferred education in business or economics
• CSC and CPH certification required
• ...