Senior Manager, Client Solutions Expert

1 week ago

Toronto, Ontario, Canada Aviso Wealth Full time

At Aviso Wealth, we are dedicated to delivering exceptional client experiences. As a leading wealth management organization, we strive for leadership, innovation, and partnership. We work with talented professionals who embody our values daily, creating a dynamic culture that sets us apart.

The Opportunity

We're seeking an experienced Senior Manager, Service Centre, to join our Service Centre team. Reporting to the Director, Customer Service Experience, this role is responsible for managing leaders of the Investment Representatives team. They will lead the optimization of policies and procedures, enhance quality service delivery, and coordinate training and development programs for the Service Centre team. This manager will collaborate with senior leaders to develop strategies and improve the Service Centre offering.

About You
  1. You prioritize both internal and external stakeholders, demonstrating empathy and understanding of clients' needs. You advocate for service excellence, delivering solutions that meet expectations.
  2. You are committed to achieving goals, focusing on execution and recognizing opportunities. You continuously seek ways to improve performance, taking accountability for actions and learning from mistakes.
  3. You work collaboratively with others, driving positive results through teamwork and inclusivity. You encourage collaboration, build trust, and establish effective relationships within and outside the organization.
  4. You provide guidance, coaching, and motivation to your team, striving for peak performance. You assist in overcoming obstacles, providing support for their success.
Your Day-to-Day
  • You will actively work with the non-contact team to ensure metrics, quality, workforce management, and training delivery.
  • You will implement a service quality and process efficiency program to optimize client onboarding and experience, resulting in higher NPS scores and SQM Survey results.
  • You will work directly with Operations and Compliance managers to find scalability and efficiency in processes.
  • You will coordinate onboarding and ongoing development programs for reps in conjunction with the non-contact team.
  • You will ensure top quartile delivery of service to Premier clients and expand the client base.
  • You will foster a continuous improvement culture, promoting a client-first focus among your team.
Requirements

You must possess:

  • A post-secondary degree in business or management.
  • Certification in Canadian Securities Course (preferable).
  • 5 years of experience in service and operations within the financial services sector, with IIROC/MFDA and Direct Investing expertise.
  • 5+ years of service leadership experience.
  • Knowledge of performance evaluation and customer service metrics.
  • Excellent organizational and leadership skills, with problem-solving abilities.
  • A team-first mentality.
  • Excellent oral and written communication, interpersonal, influence, negotiation, conflict resolution skills.
  • Ability to use metrics to strengthen client voices.
  • Industry knowledge of Contact Centre best practices.
  • Strong commitment to customer service.
  • Creativity and innovation in solving problems efficiently.
  • Adaptability and ability to work effectively in diverse situations and teams.
  • Fluent communication skills in English, with bilingual skills in French as an asset.
Compensation Package

This role offers a competitive compensation package, estimated at $103,000 - $131,000 CAD annually, based on factors such as experience and requirements. The company provides excellent health, dental, and insurance benefits, generous vacation time, fitness benefit, parental leave top-up options, matching contributions to the retirement program, and a commitment to staff development through learning & development and education assistance.

Aviso Wealth welcomes applicants from all qualified individuals, including those with disabilities. If you require accommodations, we will work with you to meet your needs throughout the hiring process.

  • Technical Client Solutions Coordinator

    2 weeks ago

    Toronto, Ontario, Canada InTouchLink Senior Living Solutions Full time

    At InTouchLink Senior Living Solutions, we are passionate about enhancing the lives of seniors and their families through our innovative communication platform. Our mission is to create a seamless experience that connects communities, fosters engagement, and empowers senior living communities to be the best versions of themselves.We value a collaborative and...

  • Senior Client Engagement Expert

    2 weeks ago

    Toronto, Ontario, Canada Riverside Staffing, LLC Full time

    We are a rapidly growing SaaS company serving over 500 clients worldwide, including leading enterprises like Equifax, Solvay, and Air Liquide.Our innovative platform empowers businesses to manage their critical documents securely and efficiently. This has led to recognition by Gartner and our clients as one of the most modern solutions in the document...

  • Client Success Ambassador

    1 week ago

    Toronto, Ontario, Canada InTouchLink Senior Living Solutions Full time

    About InTouchLink Senior Living Solutions">We're a rapidly growing tech startup dedicated to enhancing the lives of seniors and their families through our innovative communication platform. Our mission is to create a seamless experience that connects communities, fosters engagement, and empowers senior living communities to thrive.">Role Overview">We're...

  • Senior Client Experience Specialist

    2 weeks ago

    Toronto, Ontario, Canada InTouchLink Senior Living Solutions Full time

    Company OverviewInTouchLink Senior Living Solutions is a rapidly growing tech startup passionate about enhancing the lives of seniors and their families through our innovative communication platform. Our mission is to create a seamless experience that connects communities, fosters engagement, and empowers senior living communities to be the best versions of...

  • Client Support and Training Liaison

    2 weeks ago

    Toronto, Ontario, Canada InTouchLink Senior Living Solutions Full time

    Senior Living Solutions SpecialistInTouchLink Senior Living Solutions is a forward-thinking tech startup dedicated to enriching the lives of seniors and their families through our innovative communication platform. Our mission revolves around creating seamless experiences that connect communities, foster engagement, and empower senior living communities to...

  • Customer Support Specialist

    2 weeks ago

    Toronto, Ontario, Canada InTouchLink Senior Living Solutions Full time

    About InTouchLink Senior Living Solutions: We are a tech startup passionate about enhancing the lives of seniors and their families through our innovative communication platform.Our mission is to create seamless experiences that connect communities, foster engagement, and empower senior living communities to thrive.We value collaboration, teamwork, and a...

  • Senior Banking Solutions Expert

    2 weeks ago

    Toronto, Ontario, Canada CorGTA Full time $65 - $75

    Job Title: Senior Banking Solutions ExpertWe are seeking a highly skilled and experienced Senior Banking Solutions Expert to join our team at CorGTA in Toronto, ON. As a key member of our team, you will be responsible for analyzing business needs and developing solutions that drive growth and improvement.About the Role:This is a contract position (9 months...

  • Customer Support Professional

    2 weeks ago

    Toronto, Ontario, Canada InTouchLink Senior Living Solutions Full time

    About InTouchLink Senior Living SolutionsWe're passionate about enhancing the lives of seniors and their families through our innovative communication platform.Our mission is to create a seamless experience that connects communities, fosters engagement, and empowers senior living communities to be their best selves. As a rapidly growing tech startup, we...

  • Business Solutions Expert

    3 weeks ago

    Toronto, Ontario, Canada Amazech Solutions Full time

    About Amazech SolutionsWe are a fast-growing IT solutions and staffing company based in the Dallas Fort Worth Metroplex.As a trusted partner to various clients, we take pride in being an employee-centric organization.Job OverviewWe are seeking a highly skilled Senior Business Analyst to join our team in Toronto, ON.Key Responsibilities:Lead Workshops:...

  • Strategic Client Growth Specialist

    3 weeks ago

    Toronto, Ontario, Canada Tundra Technical Solutions Full time

    Tundra Technical Solutions is recognized as a leading independent insurance advisory and brokerage firm in Canada, with five offices across the country.We are seeking a highly experienced Senior Client Executive to join our Group Benefits division in Toronto. This role will appeal to consultants with deep sales and technical expertise who thrive in a team...

  • Client Support and Training Specialist

    3 weeks ago

    Toronto, Ontario, Canada InTouchLink Senior Living Solutions Full time

    About InTouchLinkWe are a rapidly growing tech startup passionate about enhancing the lives of seniors and their families through our innovative communication platform.Our mission is to create a seamless experience that connects communities, fosters engagement, and empowers senior living communities to be the best versions of themselves.

  • Senior Support Liaison

    2 weeks ago

    Toronto, Ontario, Canada InTouchLink Senior Living Solutions Full time

    We are seeking a dynamic and personable Support Specialist to join our team at InTouchLink Senior Living Solutions. As the front-facing contact for our customers, you will play a vital role in ensuring client satisfaction by assisting with inquiries, troubleshooting issues, and providing training on our platform.About UsInTouchLink Senior Living Solutions is...

  • Senior Financial Services Manager

    4 days ago

    Toronto, Ontario, Canada Disability Solutions Full time

    About the Role">We are seeking a highly skilled Senior Financial Services Manager to join our team at Disability Solutions. As a Senior Financial Services Manager, you will play a crucial role in building and maintaining relationships between our Private Client Group (PCG) and the Raymond James Limited Advisor community across the IFS channel.">As a key...

  • Technical Training and Client Support Specialist

    3 weeks ago

    Toronto, Ontario, Canada InTouchLink Senior Living Solutions Full time

    We are seeking a dynamic and personable Technical Training and Client Support Specialist to join our team at InTouchLink Senior Living Solutions. As the front-facing contact for our customers, you will play a vital role in ensuring client satisfaction by assisting with inquiries, troubleshooting issues, and providing training on our platform.

  • Client Experience Advocate

    2 weeks ago

    Toronto, Ontario, Canada InTouchLink Senior Living Solutions Full time

    About InTouchLink Senior Living SolutionsWe are passionate about enhancing the lives of seniors and their families through our innovative communication platform. Our mission is to create a seamless experience that connects communities, fosters engagement, and empowers senior living communities to be the best versions of themselves.

  • Director of Client Solutions

    4 days ago

    Toronto, Ontario, Canada Disability Solutions Full time

    Job Description:The Director of Client Solutions will play a key role in ensuring the successful delivery of our facility management services. This individual will be responsible for managing relationships with clients, identifying opportunities for growth and improvement, and developing and implementing strategies to meet client...

  • Senior Client Solutions Executive

    2 weeks ago

    Toronto, Ontario, Canada Creative Niche Full time

    About the RoleWe are seeking a seasoned professional to fill the position of Senior Client Solutions Executive at Creative Niche. In this role, you will be responsible for leading our client service team in delivering successful campaigns across various operational units.

  • Senior Business Development Manager

    2 weeks ago

    Toronto, Ontario, Canada Tundra Technical Solutions Full time

    Our client is a leading independent insurance advisory and brokerage firm in Canada, with five offices across the country. As a mid-sized brokerage and consulting firm, we pride ourselves on having highly experienced leaders and an exceptional team of professionals.We are seeking a Senior Business Development Manager to join our Group Benefits division in...

  • Senior IT Consultant

    2 weeks ago

    Toronto, Ontario, Canada Rubicon Path Full time

    About the RoleWe are seeking a highly skilled Senior IT Consultant to join our team at Rubicon Path. As a key member of our team, you will be responsible for providing expert-level support and guidance to clients in the healthcare industry.

  • Technical Expert for Digital Banking Solutions

    2 weeks ago

    Toronto, Ontario, Canada Royal Bank of Canada Full time

    We are seeking a highly skilled Technical Expert to join our team and contribute to the development of innovative digital banking solutions. As a Senior Backend Developer at Royal Bank of Canada, you will play a critical role in designing, building, and maintaining high-performance, scalable applications that meet the evolving needs of our clients.