Teams at Aviso

The bilingual investment representative supports clients by managing their online trading orders, responding to inquiries, maintaining knowledge of market mechanics, and ensuring compliance with regulations.

The Bilingual Investment Representative will assist clients with inquiries regarding investment products, manage trading orders, resolve issues, and contribute to continuous process improvement while providing exceptional customer service.

Traiter quotidiennement l’ouverture de nouveaux comptes (y compris comptes à honoraires), assurer la saisie et la validation des documents et données clients, utiliser systèmes (Laserfiche, OSM, Dataphile), soutenir les conseillers, mettre à jour procédures, former les pairs et proposer des améliorations de processus.