Aviso Wealth
The Customer Service Experience Representative provides temporary support in a financial services environment, handling client inquiries and ensuring a positive service experience. The role focuses on delivering accurate information, resolving issues, and maintaining high standards of customer satisfaction.
Aviso Wealth is a Canadian wealth management company that powers financial institutions, credit unions, and independent advisors with a comprehensive suite of investment and wealth management solutions. Its offerings include online brokerage platforms, automated (robo) advice, investment dealer services, insurance, and correspondent and institutional services. With over $200 billion in assets under administration and management, Aviso serves more than 300 financial institution partners and supports over 3,000 investment advisors across its platforms.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Aviso Wealth.
Aviso Wealth didn’t post a salary, so this is our estimate from similar listings.
Aviso's annual report celebrates a transformational 2024
Apr 30, 2025
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