Client Service Associate

7 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 Client Service Associate** to join our Client Experience team in **Burlington**.

**Position Overview**

**What You Will Do**
- Taking a team approach, support our Advisor clients with day-to-day inquiries and any specific requests for assistance
- relating to Systems, Compliance, Trading, Estates, and more
- Provide training to advisors and their branches/teams
- Provide support to/work with other departments as required for multi-faceted issues
- Work on project-specific tasks relating to procedural updates
- Assisting and supporting management on ad-hoc and priority items

**You Will Bring**:

- 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. CSC, CPH) or an evidenced commitment towards further education
- Strong MS Office skills (Outlook, Word and Excel)
- Team Player with friendly personality and strong communication skills
- Proven ability to manage high volumes with a positive and professional attitude
- 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. We offer you:

- Competitive compensation
- Recognition of your accomplishments
- Communication and feedback
- Investment in your training and development
- Commitment to your health and well-being.

Aligned Capital Partners Inc. is an equal opportunity employer. If you require any accommodation to fully participate in our recruitment process, please call 905-639-5115.



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