Client Onboarding Associate Intern

2 weeks ago

Toronto, Canada Purpose Advisor Solutions Full time

Company Description

Purpose Advisor Solutions is an innovative financial services company focused on
creating the tools, services and support to help financial advisors build their own
businesses. Our team is passionate about helping advisors and is building a new
business model to provide what they need to thrive and succeed. Purpose Advisor
Solutions is owned by Purpose Financial, an independent financial services
organization with an unrelenting focus on customer-centric innovation driven
through technology.

**Job Description**:
We are looking for a Client Onboarding Associate Intern on a full-time basis (40 hrs/week) to immediately join our Advisor Experience team for a 3-month period with a possible extension. This role is primarily centered around being a key source of support for the team and will review work for quality and accuracy to make sure operations run smoothly. This is the perfect opportunity for someone who is passionate about the wealth management space and is looking to make a meaningful impact.

If this sounds like something you would be interested in, we would like to speak to
you

**Responsibilities**:

- You will be the point of contact with advisors to ensure any questions or

concerns are directed to the correct DRI (Directly Responsible Individual).
- You will help with onboarding high-net-worth clients for a white-label portfolio

management firm.
- You will work directly with our internal teams to help coordinate all required

components to a successful client onboarding.
- You will have high attention to detail and ensure that data is input

correctly.

**Qualifications**:
**The skills and experience we are looking for**:

- You are working towards your degree in a related field.
- Previous co-op experience in customer service, preferably in the financial services industry is not required but will be beneficial.
- High attention to detail, customer service, and organized skills.
- You have strong written and verbal communication skills and enjoy speaking with people on the phone about financial products.
- You have the desire to use your analytical and critical thinking skills to solve client problems.
- You enjoy helping build businesses and thrive in a dynamic, product-launch environment.
- Comfortable working in a self-managed work environment with time & task management skills.
- Bilingual (English & French) is a strong asset.

Additional Information

Purpose Advisor Solutions is an equal employer and we are dedicated to fostering
during any stage of the recruitment process, please contact any member of the

We thank all applicants for their interest; however, only those selected
for interviews will be contacted.

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