Found Description
Job Overview
We’re looking to fill an opening for a Bilingual Account Officer in our Aviso Correspondent Partner team. Reporting to the Director, Partner Services and Onboarding, the Bilingual Account Officer provides outstanding service to clients and partner teams by supporting operational and service matters related to the delivery of wealth management services.
Responsibilities
- Follow up on and gather information on client account activities to provide client responses.
- Work with Operations and IT to investigate activities and completion of requests.
- Review transfer‑in documentation for completeness, initiate transfer and follow up for completion.
- Notify partners of transfer‑out requests and coordinate delivery of accounts within SLA.
- Receive and direct daily activities for processing by Aviso or related parties.
- Handle general telephone and e‑mail inquiries on processing activities.