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Transitions Specialist
7 days ago
Job Title: Full-time Transitions Specialist at Aligned Capital Partners Inc.
Aligned Capital Partners Inc. (ACPI) is a rapidly growing investment dealer with a vibrant team eager to expand our business. Our corporate culture promotes teamwork, service excellence, creativity, and initiative. We are on the lookout for a Transitions Specialist to join our Client Experience team full-time in Burlington.
Position Overview
The selected candidate will provide valuable support to transitioning advisors by guiding them through the onboarding process via training, consistent calls, and practice management. Acting as a key liaison between advisors and the head office, they will leverage their industry knowledge and soft skills to navigate a fast-paced environment while assisting multiple advisors in successfully moving their business to Aligned Capital Partners, Inc.
What You Will Do
- Be the primary point of contact for advisors during transitions
- Assist in preparing advisors with pre- and post-registration activities as per our transition guide
- Ensure seamless coordination among all departments for transition-related tasks
- Address issues and involve senior management in urgent or exceptional cases
- Provide training on essential systems for asset transition and ongoing business management
- Collaborate with Transition Support Associate to monitor account openings and asset movements efficiently
You Will Bring
- Preferably a University degree or College diploma
- Minimum of 2 years' experience in client service within the investment or banking sector
- Proficiency in MS Office tools (Outlook, Word, and Excel)
- A proven collaborative problem-solving approach
- Prior experience in industry-specific client service
- Excellent communication skills
- Completion of CSC and CPH is advantageous; if not completed, they should be finished within a year
What We Offer
- Competitive compensation
- Recognition of achievements
- Transparent communication and feedback
- Investment in your ongoing training and development
- Commitment to your overall health and well-being
Aligned Capital Partners Inc. is an equal opportunity employer dedicated to ensuring a positive employee experience through an inclusive and collaborative workspace.
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