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Transitions Specialist
4 months ago
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 Transitions Specialist **to join our Client Experience team in **Burlington**.
**Position Overview**
**What you will do**
- Act as the main point of contact for the advisor and their team during a transition
- Assist and prepare the advisor with pre
- and post
- registration actions as outlined by the protocol in our transition guide and roadmap
- Ensure coordination between all departments for all transition-related items
- Assess issues and engage executive where needed on urgent or exceptional matters
- Train advisor on all systems required for transitioning assets and managing their book of business thereafter
- Collaborate with Transition Support Associate on tracking account opening and asset movement to ensure assets arrive in a timely manner
**You will Bring**
- University degree or College diploma is preferred
- At least 2 years of work experience providing client service in the investment, banking, or related industries
- Strong MS Office skills (Outlook, Word and Excel)
- A demonstrated collaborative approach to solving problems
- Experience with industry-related client service
- Strong communication skills
- Completion of CSC and CPH is an asset, and if you do not have them completed, it is expected that these courses are completed within a year
**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