Senior Investment Operations Associate

16 hours ago

Burlington ON, Canada Aligned Capital Partners Inc. Full time

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 Senior Investment Operations Associate to join our Client Experience team in Burlington .

JOB OVERVIEW

In this role, the successful candidate will work with an internal team, as well as external parties to bring together information and solutions to provide best in class client support to all our

Financial Advisors. Our Client Experience team is the ‘go to’ for our Advisors and the relationship is based on the trust they have in our expertise and our ability to support them. You will be the primary point of escalation for urgent and in-depth branch inquiries that require enhanced industry and firm understanding. As a senior member of the team, administrative associates will report directly to you. You will be expected to lead team meetings and be a primary source of knowledge for the team. This includes driving investigations to find solutions to complex issues.

WHAT YOU WILL DO:

  • Manage members of an assigned client service team, making sure all team members are performing and executing their tasks at the highest level
  • Taking a team approach, support our Advisors in all process related matters and handle more complex inquiries
  • Deal directly with our back office to process documentation and troubleshoot operational & account issues
  • Collaborate with colleagues across the organization to facilitate daily activities
  • Process financial transactions related to Dealer activity
  • Raise and track client and/or operational issues
  • Promptly and proactively escalate matters as required
  • Work on project specific tasks and initiatives as directed

WHAT YOU WILL BRING:

  • 3-5 years of work experience providing client service in the investment, banking, or related industries
  • Knowledge of the Canadian investment landscape including an understanding of the functions of registered accounts
  • Completion of CSC and CPH courses or commitment to completion within 12 months of start date
  • A calm approach to a dynamic and fast-paced environment
  • Strong MS Office skills (Outlook, Word and Excel)
  • Creative and out of the box thinking when dealing with unique inquiries
  • A demonstrated collaborative approach to solving problems
  • Strong communication skills
  • Proven ability to manage high volumes with a positive and professional attitude
  • A friendly and service-oriented personality

  • Investment Senior Associate

    3 days 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 exponentially. Our corporate culture encourages teamwork, service excellence, creativity, and initiative. We are currently hiring for a full–time Senior Investment Operations Associate to join our Client Experience team in Burlington . You will be the...

  • Senior Investment Associate

    16 hours 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 exponentially. Our corporate culture encourages teamwork, service excellence, creativity, and initiative. We are currently hiring for a full–time Senior Investment Operations Associate to join our Client Experience team in Burlington . You will be the...

  • Senior Investment Operations Associate

    3 days ago

    Burlington, ON, Canada Aligned Capital Partners Inc. Full time

    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 Senior Investment Operations Associate to join our Client Experience team in ...

  • Investment Senior Associate

    2 weeks ago

    Burlington, Canada Aligned Capital Partners Inc. Full time

    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 Senior Investment Operations Associate to join our Client Experience team in Burlington.Deal directly with our back...

  • Senior Investment Operations Associate

    2 weeks ago

    Burlington, Canada Aligned Capital Partners Inc. Full time

    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 Senior Investment Operations Associate to join our Client Experience team in...

  • Senior Investment Operations Associate

    2 weeks ago

    Burlington, Canada Aligned Capital Partners Inc. Full time

    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 Senior Investment Operations Associate to join our Client Experience team in...

  • Senior Investment Operations Associate

    24 hours ago

    Burlington, Canada Aligned Capital Partners Inc. Full time

    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 Senior Investment Operations Associate to join our Client Experience team in...

  • Senior Investment Operations Associate

    2 weeks ago

    Burlington, Canada Aligned Capital Partners Inc. Full time

    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 Senior Investment Operations Associate to join our Client Experience team in...

  • Senior Investment Operations Associate

    4 weeks ago

    Burlington, Ontario, Halton, Canada Aligned Capital Partners Inc. Full time

    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 Senior Investment Operations Associate to join our Client Experience team in...

  • Investment Operations Associate

    6 months ago

    Burlington, Canada Aligned Capital Partners Inc. Full time

    Aligned Capital Partners Inc. (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**. **Position...

  • Investment Operations Director

    2 weeks ago

    Burlington, Ontario, Canada Aligned Capital Partners Inc. Full time

    Aligned Capital Partners Inc. is a leading investment dealer with a dynamic team looking to expand its business exponentially.About the RoleWe are seeking a highly experienced Senior Investment Operations Associate to join our Client Experience team in Burlington, Ontario.Key ResponsibilitiesManage and supervise members of an assigned client service team to...

  • Investment Associate, Asset Management

    3 days 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...

  • Investment Performance Analysis

    16 hours 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...

  • Ifm/uma Associate

    2 months ago

    Burlington, Canada Aligned Capital Partners Inc. Full time

    Aligned Capital Partners Inc. (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 UMA (Unified Managed Accounts)/IFM (Investment Funds Management) Associate **to join our IFM/UMA team...

  • Investment Funds Management Associate

    4 weeks ago

    Burlington, Ontario, Canada Aligned Capital Partners Inc. Full time

    Investment Funds Manager Associate RoleAligned Capital Partners Inc. is a dynamic investment dealer with a strong corporate culture. Our team is committed to delivering exceptional service and fostering a collaborative work environment.Job OverviewWe are seeking a highly motivated and detail-oriented Investment Funds Manager Associate to join our team in...

  • Senior Vice President, Investment Management

    3 days ago

    Burlington, ON, Canada ThorekScott and Partners Full time

    Our Canadian and International clients include: global banks and non-bank financial institutions, private equity and investment funds, professional service firms, and entrepreneurial businesses in a variety of industries. Our Client is a recognized leader in Real Estate private equity investments and construction.They believe all Canadians should be able...

  • Investment Funds Associate

    4 weeks ago

    Burlington, Ontario, Canada Aligned Capital Partners Inc. Full time

    Aligned Capital Partners Inc. is a dynamic investment dealer with a collaborative team focused on driving growth and excellence. Our corporate culture emphasizes teamwork, service, creativity, and initiative. We are currently seeking a full-time Investment Funds Manager (IFM) Associate to join our IFM team in a fast-paced environment.This dynamic role offers...

  • Senior Advisor, Investments

    16 hours ago

    Toronto, ON, Canada Desjardins Full time

    As a Senior Advisor, Product Administration, you are a key contributor to the Mutual Fund Dealer for various independent distribution networks (SFL, DSFIN and DFSI) by using data, analytics and research in order to help all of the Mutual Funds Dealer understand industry trends, product developments and client behavior to manage and create a carefully...

  • Investment Funds Operations Specialist

    2 weeks ago

    Burlington, Ontario, Canada Aligned Capital Partners Inc. Full time

    Aligned Capital Partners Inc. is a dynamic investment dealer with a growing team seeking to expand our business exponentially.Job OverviewWe are currently hiring for a full-time Investment Funds Manager (IFM) Associate in Toronto, offering an estimated salary range of $80,000 - $110,000 per year, depending on experience and qualifications.Main...

  • Senior Associate, Asset Management

    1 month ago

    Burlington, Canada Accoravillage Full time

    p>Tuesday, October 29, 2024About Equiton:Founded in 2015, Equiton is a recognized leader in private equity investments with 1 billion CAD in Assets Under Management (AUM). Our exponential growth is a direct outcome of our leadership team understanding how the industry works and how to create long-term wealth through real estate investing. Our strategy is...