Client Service Specialist
7 days ago
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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