Case manager Jobs in Richmond, BC

Aviso Wealth:

At Aviso, we are dedicated to improving the financial well-being of Canadians. As a leading wealth management organization, we are committed to leadership, innovation, partnership, responsibility, and community. Working with talented and energetic professionals who exemplify our values every day, you will quickly notice that our people and dynamic ‘oneaviso’ culture sets us apart. If you are looking for interesting and challenging work, at a company committed to its people, find out more about what Aviso has to offer at

The Opportunity:

We’re looking to fill an opening for a Relationship Manager to join our Aviso Correspondent Partners team.

Reporting to the Vice President, Correspondent & Institutional, the Relationship Manager is responsible for service and operational excellence of all partner-facing activities and is a key contact who is critical in building a successful long-term relationship with Aviso Correspondent Partners (ACP) clients while ensuring that new firms that are transitioning to our platform have an outstanding experience. The Relationship Manager will play a key role for managing, educating, and building strong operationally based relationships with Portfolio Management, Introducing Brokers and other financial firms and take ownership and champion service issues/opportunities to achieve desired results. While working with the team members of ACP and Operations to identify service gaps and opportunities, the Relationship Manager will also investigate and implement procedures and technology to maximize effectiveness and efficiencies.

As oneaviso:

• We Care – You do the right thing for clients, partners and colleagues. You build trusted relationships, champion service excellence, and contribute to a culture where people feel valued and supported
• We Dare –You challenge the status quo with bold ideas and fresh perspectives. You embrace change, seek opportunities to innovate and are comfortable exploring new ways of working
• We Share – You collaborate openly and build meaningful relationships. You seek out diverse perspectives, share your knowledge and work together to help colleagues, clients and partners succeed
• We Deliver – You take ownership of your work, honour your commitments and focus on delivering meaningful results. You hold yourself accountable and continuously look for ways to improve

What your day looks like:

Partner Building & Support

• Manage, educate and build relationships with key partners as it relates to operational matters
• Liaise between internal departments to resolve service issues
• Works closely with business partners and end users to develop requirements to meet business needs
• Proactively associate with existing customers in order to fully understand their businesses, goals, strategies, and challenges
• Provide assistance to business partners with analysis of production problems, development of interim solutions, and prioritization of correction
• Participate in the development of implementation plans, user documentation and training materials
• Ensure partners are aware of critical issues that impact their business
• Assist in preparation of external partner communications
• Develop and carry out a schedule of outgoing proactive communications
• Compile, analyze and distribute service level agreement (SLA) reporting
• Maintain and update operational profiles of assigned partners

Project Support

• Coordinate partner conversions including movement between Aviso platforms and transfers to and from Aviso involving outside dealerships
• Assist in the implementation of key technological or business initiatives designed to improve operational quality and efficiency of service
• Participate in project teams for the purpose of implementing improvements to business operations & forecasting and planning processes
• Assist in analysis of current processes and make recommendations for improvements while providing operational expertise on corporate initiatives

Operational Support

• Support the Operations group by being a liaison between Operations and our key partners on issues which affect the efficiency of our mutual businesses
• Analyze trends to recommend process and/or operational improvements

Requirements

Your experience and skills:

• Post-Secondary degree – business/management area preferred
• Canadian Securities Course
• Conduct Practices Handbook Course is preferred
• 5 years’ experience in Service and Operations within the financial services sector, preferably within IIROC and experience in a senior management retail delivery or service role
• Excellent interpersonal skills with the ability to influence and negotiate conflict resolution
• Strong customer service orientation and relationship building skills
• Strong organizational skills, including the ability to handle multiple tasks with appropriate attention to detail
• Demonstrates creativity and innovation while solving problems quickly and efficiently
• Ability to adapt to and work effectively within a variety of situations, and with various individuals or groups
• Ability to develop business cases to communicate requirements and recommendations
• Intermediate skills in MS Word, Excel, Access, PowerPoint, and Outlook
• Fluent communication skills in English are required and bilingual skills in French are an asset

Benefits

Why Aviso Wealth?

At Aviso Wealth, you will find a dynamic and inclusive culture that rewards innovation and celebrates success.
Here are a few things that set us apart:

• Competitive compensation package that rewards and recognizes individual contributions
• Excellent health, dental and insurance benefits to meet the diverse needs of our employees
• Generous vacation time, fitness benefit, parental leave top-up options
• Matching contributions to our retirement program
• Commitment to the continuous improvement of our staff through learning & development and an education assistance program
• Regular social events to foster teamwork

Your Information

By submitting your application, you consent to the collection, use, and disclosure of your provided personal information for the purposes of assessing your qualifications and suitability for employment with Aviso. Your information will be handled in accordance with applicable Canadian privacy laws, including the Personal Information Protection and Electronic Documents Act (PIPEDA) and relevant provincial legislation. Your data may be shared with authorized personnel involved in the recruitment process and retained only as long as necessary to fulfill these purposes or as required by law.

Further information is available on the Privacy link on our Career Page – Privacy Policies

Equal Employment Opportunity

Aviso welcomes and encourages applications from all qualified individuals including persons with disabilities. If you require an accommodation, we will work with you to meet your needs in all stages of the hiring process.

We thank all applicants for their interest, however, only those selected for further consideration will be contacted.

No recruiters or agencies, please.

Company Overview:

Aviso is a leading wealth management and investment services provider for the Canadian financial industry, with approximately $145 billion in total assets under administration and management, and over 1,000 employees. We’re building a comprehensive, technology-enabled, client-centric wealth services ecosystem. Our clients include our partners, advisors, and investors. We’re a trusted partner for nearly all credit unions across Canada, in addition to a wide range of portfolio managers, investment dealers, insurance and trust companies, and introducing brokers. Our partners depend on Aviso for specific solutions that give them a competitive edge in a rapidly evolving, highly competitive industry. Our investment dealer and mutual fund dealer and our insurance services support thousands of investment advisors. Our asset manager, NEI Investments, specializes in investing responsibly. Our online brokerage, Qtrade Direct Investing, empowers self-directed investors, and our fully automated investing service, Qtrade Guided Portfolios, serves investors who prefer a hands-off approach. Aviso Correspondent Partners provides custodial and carrying broker services to a wide range of firms. We have offices in Toronto, Vancouver, and Montreal. Aviso is backed by the collective strength of our owners: the credit union Centrals, Co-operators/CUMIS, and Desjardins. We’re proud to power businesses that empower investors.

A career with Aviso means being part of a group of talented, energetic professionals who live their values every day, and belonging to an organization dedicated to your success and career development. If you’re looking for interesting and challenging work, at a company committed to its people, apply to join our team.

Salary

This position is posted with an expected salary range of $83,000 - $100,000 CAD annually. Individual compensation packages are based on various factors unique to each candidate and the requirements of the position.