Financial Operations Specialist for Client Experience
4 days ago
Aligned Capital Partners Inc. is a leading investment dealer with a dynamic team dedicated to delivering exceptional client experiences.
Salary InformationWe offer a competitive salary of $60,000 - $80,000 per year, depending on experience and qualifications.
Job DescriptionThe Financial Operations Specialist for Client Experience will play a critical role in supporting our Client Experience team in Burlington. This client-facing position requires strong communication skills, attention to detail, and the ability to work independently in a hybrid home/office environment.
Responsibilities- Provide training to advisors and their branches/teams
- Work on project-specific tasks relating to procedural updates
- 1-3 years' experience providing client service in the investment, banking or related industries
- Strong MS Office skills (Outlook, Word, Excel)
- Investment in your training and development
We are committed to fostering a positive employee experience through an open and collaborative work environment.
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