Financial Operations Specialist for Client Experience

4 days ago


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

Aligned Capital Partners Inc. is a leading investment dealer with a dynamic team dedicated to delivering exceptional client experiences.

Salary Information

We offer a competitive salary of $60,000 - $80,000 per year, depending on experience and qualifications.

Job Description

The 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
  1. Provide training to advisors and their branches/teams
  2. Work on project-specific tasks relating to procedural updates
Requirements
  • 1-3 years' experience providing client service in the investment, banking or related industries
  • Strong MS Office skills (Outlook, Word, Excel)
What We Offer
  • 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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