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Transition Support Associate
1 week ago
Transition Support Associate:
Aligned Capital Partners Inc. (ACPI) is a fast-growing investment dealer with a dynamic team looking to
expand our business exponentially. Our corporate culture encourages teamwork, service excellence, creativity, and initiative. We are currently hiring for a
full-time Transitions Support Associate to join our Client Experience team in
Burlington.
Position Overview
What you will do
- Collaborate with Advisor Transitions Specialists to bring items to completion
- Liaise with our back office (CI Investment Services) on matters requiring intervention or follow up including investigating outstanding items
- Daily tracking of an Advisor's book of business during the transition period (account opening/asset transfer)
- Run reports to see what accounts are opened, stalled, initiated, etc.
- Send out initial administrative packages (welcome kit, signs, business cards, etc.)
- Escalate as needed on urgent or exceptional matters
You will Bring
- Postsecondary education is preferred
- Strong MS Office skills (Outlook, Word and Excel)
- Demonstrated collaborative approach to solving problems
- Strong communication skills
- Proven ability to manage high volumes with a positive and professional attitude
- Experience with industryrelated client service is an asset
- Completion of CSC and CPH is an asset
What We Bring
We are committed to a positive employee experience fostered through an open and collaborative work environment
We offer you:
- Competitive compensation
- Recognition of your accomplishments
- Communication and feedback
- Investment in your training and development
- Commitment to your health and wellbeing
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