Managed Account Program (MAP) Support Specialist

MAP Support Specialist – Operations

Aviso is a leading wealth management organization dedicated to improving financial well‑being for Canadians.

We’re looking to fill an opening for a MAP Support Specialist to join our Operations team.

Responsibilities

• Serve as daily support for Aviso’s Separately Managed Account (SMA) programs and other investment management solutions.
• Handle email and phone inquiries from internal and external stakeholders, ensuring timely, efficient, compliant, and professional client account management.
• Process investment instructions, account set‑ups, updates, transfers, redemptions, and contributions.
• Execute discretionary trades to support redemption and contribution requests.
• Act as the primary contact for problem resolution, initiating investigations, recording details, referring to relevant departments, and conducting follow‑ups.
• Guide and support advisors on SMA...