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Wealth Management Associate
2 months ago
Client Services Associate (Transfers)
Investment Planning Counsel is seeking to enhance its Operations team by hiring a Client Services Associate dedicated to delivering outstanding support and service to our valued advisors and their sales teams. If you possess a background in wealth management and are eager to be part of a team that prioritizes work-life balance and professional growth, this opportunity may be ideal for you.
Key Responsibilities:
- Exhibit proficiency in handling both ATON and non-ATON transfer requests
- Provide timely updates to advisor offices throughout the transfer journey
- Oversee the client onboarding process, ensuring KYC compliance and the initiation of transfers
- Conduct thorough quality checks on all documents involved in the onboarding process
- Highlight the significance of service level agreements and strive to exceed expectations
- Offer insights on quality control practices to enhance the account opening experience
- Assess and refine transfer and onboarding procedures based on stakeholder feedback
- Establish and nurture relationships with custodian partners
- Collaborate with internal teams to improve service delivery
Qualifications:
- A minimum of 2 years of experience in processing external account transfers
- Familiarity with relevant IIROC transfer protocols
- Excellent verbal and written communication abilities
- At least 4 years of experience in the Financial Industry
- Undergraduate degree in Business is preferred
- Completion of the CSC is considered an asset
- Proficient in Microsoft Office suite, particularly Excel
If you are seeking a rewarding position that offers top-tier training, opportunities for community engagement, and excellent benefits, consider becoming a part of our team as a Client Services Associate. We value professionalism, teamwork, and a dedication to client satisfaction.
