Strategic Client Services Leader
6 days ago
About the Role:
In this senior investment operations position, you will be responsible for leading a team of client service professionals in Burlington.
As a key member of our Client Experience team, you will work closely with internal and external stakeholders to deliver exceptional client support and drive business growth.
The ideal candidate will have 3-5 years of experience in client-facing roles within the investment or banking industry, as well as strong knowledge of the Canadian investment landscape.
You will be expected to manage client service team members, provide guidance on process-related matters, and handle complex inquiries from financial advisors.
This role requires strong communication skills, a calm approach to dynamic environments, and the ability to think creatively when dealing with unique issues.
Key Responsibilities:
- Manage high-performing client service teams to ensure seamless delivery of services
- Support financial advisors with process-related matters and complex inquiries
- Collaborate with colleagues to facilitate daily activities and drive business growth
- Raise and track client and operational issues, escalating matters as required
- Work on project-specific tasks and initiatives to drive business results
Requirements:
- 3-5 years of experience in client-facing roles within the investment or banking industry
- Strong knowledge of the Canadian investment landscape, including registered accounts
- CSC and CPH courses or commitment to completion within 12 months
- Calming presence in dynamic and fast-paced environments
- Strong MS Office skills (Outlook, Word, Excel)
- Creative problem-solving skills
- Collaborative approach to solving problems
- Strong communication skills
Compensation and Benefits:
The estimated annual salary for this position is $80,000 - $110,000, depending on experience. We offer a comprehensive benefits package, including medical, dental, and vision coverage, as well as opportunities for professional development and growth.
About Aligned Capital Partners Inc.:
We are a leading investment firm dedicated to delivering exceptional client experiences and driving business growth. Our team is passionate about building long-term relationships with our clients and providing tailored solutions to meet their needs.
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