Delivery Manager leading SAP Business One implementation teams at Vision33, a global cloud ERP and business transformation partner. Owning delivery performance, people leadership, and commercial outcomes across Eastern Canada.
About the role
- Bilingual Account Agent supporting clients in financial management services at Aviso. Collaborating with teams to ensure excellent service and operational support.
Responsibilities
- Monitor client account-related activities and collect information to support client responses
- Collaborate with operations and IT teams when reviewing activities and processing requests
- Review incoming transfer documents to ensure they are properly completed, process the request, and follow up
- Notify partners of any outgoing transfer requests and coordinate the account transfer in accordance with the Service Level Agreement (SLA)
- Receive and direct certain daily processing activities via Aviso or other relevant parties
- Handle general inquiries by phone and email regarding processing activities
- Produce reports on client accounts and other activities as needed
- Participate in account management and other service-related tasks
Requirements
- University or college diploma in Finance, Economics, or a related field
- Excellent communication skills in both French and English required
- Successful completion of the Canadian securities course
- At least two years of customer service experience in a similar role
- Ability to effectively gather information and follow up in a timely manner
- Strong organizational skills, attention to detail, excellent time and priority management, and the ability to multitask
- Excellent problem-identification skills and ability to assist in problem resolution
- High degree of initiative, accuracy, and strong adaptability
- Exceptional customer service and interpersonal skills
- Ability to work independently
- Ability to ensure client issues are handled appropriately and escalated when necessary
- Excellent knowledge of the Microsoft Office suite and an ability to quickly master new technology
Benefits
- A competitive compensation program that rewards and recognizes individual contributions.
- Comprehensive health, dental, and insurance benefits to meet the diverse needs of our employees
- Generous vacation, wellness and fitness benefits, and supplementary parental leave options
- Employer matching contributions as part of our retirement plan
- A commitment to continuous staff development through learning and development initiatives and a training support program
- Regularly organized social events to foster teamwork
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