Partner Support Specialist

2 months ago

Winnipeg, Canada Wellington-Altus Private Wealth Inc. Full time

**Partner Support Specialist**

**Location**: This in-office position will be based out of our Winnipeg, Calgary, or Toronto Office.

**Our organization**:
Founded in 2017, Wellington-Altus Financial Inc. (Wellington-Altus) is the parent company to Wellington-Altus Private Counsel Inc., Wellington-Altus USA Inc., Wellington-Altus Insurance Inc., Wellington-Altus Group Solutions Inc., and Wellington-Altus Private Wealth Inc.—the top-rated* investment dealer in Canada and one of Canada’s Best Managed Companies. With more than $30 billion in assets under administration and offices across the country, Wellington-Altus identifies with successful, entrepreneurial advisors and portfolio managers and their high-net-worth clients.
- _Investment Executive 2024 Brokerage Report Card._

**The opportunity**:
Reporting to the Manager, Advisor Experience, the Partner Support Specialist is responsible for addressing and resolving inquiries and issues raised by advisory teams. Additionally, the Partner Support Specialist collaborates with various internal WAPW departments and liaises with our custodian, NBIN, to ensure efficient and effective problem resolution and support.

**Key responsibilities include**:

- Serving as the expert resource on all day-to-day operational procedures.
- Researching and delivering clear, accurate, and meaningful responses to partner inquiries within a specified timeframe.
- Serving as the liaison between advisory teams and the NBIN back office.
- Identifying and analyzing problems, and research and propose multiple solutions.
- Understanding and effectively communicating NBIN inquiries to advisory teams and other partners.
- Identifying potential training opportunities within the team and firm to reduce query volume and enhance the advisor experience.
- Building and maintaining strong relationships with advisor teams by understanding their needs, providing personalized support, and proactively addressing their challenges.
- Collaborating with the Manager to develop expertise in specific areas and provide support and guidance to other team members.
- Performing other duties as assigned.
- A bachelor’s degree or Diploma in Business Administration or similar field of study. An equivalent combination of education and experience will be considered.
- A minimum of 3-5 years of financial services industry experience, ideally within a high-growth environment.
- Successful completion of CSC and CPH is an asset.
- Proficiency with the MSOffice suite, including Word, Excel, PowerPoint, Teams, and Outlook.
- Advanced skills in Excel and familiarity with Power BI are desirable.
- Exhibit high accountability, reliability, adaptability, and innovation in achieving both daily tasks and long-term goals.
- Demonstrate a strong commitment to providing exceptional service with a positive attitude.
- Maintain excellent attention to detail.
- Possess exemplary interpersonal and influencing skills, with the ability to communicate effectively and collaborate across various mediums (in-person, phone, and virtually).
- Demonstrate excellent problem-solving and strong organizational skills.
- Demonstrate a high tolerance for ambiguity, with the ability to adapt and manage a large volume of competing priorities.
- Employ strong critical thinking and effective written and verbal communication skills.
- Uphold the highest levels of confidentiality.

**Conditions of employment**:

- Must be legally eligible to work in Canada.
- A background check, satisfactory to the employer, may be required of the successful applicant prior to commencing employment.

**To apply**:
**Licenses & Certifications**: Preferred
- CPH
- CSC

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