Client Service Specialist

7 days ago


Montreal, Quebec, Canada Aviso Wealth Full time

About the Opportunity:

Aviso Wealth is seeking a highly motivated and organized Sales Associate to join our NEI Sales team. As a Sales Associate, you will play a key role in assisting the team in achieving sales targets within the defined sales territory.

Key Responsibilities:

  • Booking meetings and events to support the sales team
  • Coordinating and processing marketing materials and compliance approvals
  • Providing exceptional service to internal and external stakeholders
  • Developing strategic partnerships to drive business growth
  • Collaborating with the team to achieve sales targets

Requirements:

  • Post-secondary degree or diploma in Business Administration or related field
  • 1+ year experience in a coordinator or sales support position
  • Strong computer skills, including the MS Office suite of applications
  • Salesforce experience is an asset
  • Strong organization and time management skills
  • Ability to prioritize and resolve issues
  • Team player with a passion for responsible investing

What We Offer:

  • Competitive compensation package
  • Excellent health, dental, and insurance benefits
  • Generous vacation time and fitness benefits
  • Matching contributions to our retirement program
  • Commitment to continuous learning and development

About Aviso Wealth:

Aviso Wealth is a leading wealth management and investment services provider for the Canadian financial industry. We offer a comprehensive range of solutions to our partners, advisors, and investors. Our team is dedicated to delivering exceptional service and supporting our clients' success.



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