Financial Services Support Specialist

2 days ago


Burlington, Ontario, Canada Aligned Capital Partners Inc. Full time
About the Role

We are seeking a highly skilled Financial Services Support Specialist to join our Client Experience team in Burlington. In this role, you will work closely with our Advisor clients to provide exceptional support and guidance on day-to-day inquiries and requests.

As a key member of our team, you will be responsible for providing training to advisors and their branches/teams, working with other departments to resolve multi-faceted issues, and assisting management with ad-hoc and priority items.

Responsibilities
  • Support advisor clients with day-to-day inquiries and requests related to systems, compliance, trading, estates, and more.
  • Provide training to advisors and their branches/teams on various financial services topics.
  • Collaborate with other departments to resolve complex issues and provide solutions.
  • Assist management with project-specific tasks, procedural updates, and ad-hoc requests.
Requirements
  • 1-3 years of experience providing client service in the investment, banking, or related industries.
  • Industry-related academic experience (e.g., CSC, CPH) or a commitment towards further education.
  • Strong MS Office skills (Outlook, Word, Excel).
  • Excellent communication and teamwork skills, with a friendly personality.
  • Able to manage high volumes with a positive and professional attitude.
What We Offer
  • Competitive compensation: $60,000 - $80,000 per annum.
  • Recognition of your accomplishments and growth opportunities.
  • Ongoing training and development to enhance your skills and knowledge.
  • A commitment to your health and well-being, including a hybrid home/office environment.
About Us

Aligned Capital Partners Inc. is an equal opportunity employer dedicated to fostering a positive employee experience through open communication, collaboration, and mutual respect. If you require any accommodation during the recruitment process, please contact us at 905-639-5115.



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