Investment Associate, Asset Management

1 month ago


Burlington ON, Canada Aligned Capital Partners Inc. Full time

ACPI) is a fast-growing investment dealer with a dynamic team looking to expand our business. Our corporate culture encourages teamwork, service excellence, creativity, and initiative. We are currently hiring for a full–time Investment Operations Associate to join our Client Experience team in Burlington.
The Client Experience Team is the ‘go to’ for our Investment Advisor clients and the corresponding relationship is based on the trust they have in our expertise and ability to support them effectively. This is a client-facing role that requires a heightened level of experience working within the financial services industry.

Provide training to advisors and their branches/teams
· Work on project-specific tasks relating to procedural updates
· 1-3 years’ experience providing client service in the investment, banking or related industries – focus on very strong client service skills
· Industry related academic experience (ex. Strong MS Office skills (Outlook, Word and Excel)
· Ability/Flexibility to work independently in hybrid home/office environment What We Bring We are committed to a positive employee experience fostered through an open and collaborative work environment.


Investment in your training and development
·


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