Transformation Specialist

6 days ago

Markham, Ontario, Canada Worldsource Wealth Management Full time

**Job Title:** Transformation Specialist

**About the Role:

We are seeking a highly motivated and energetic professional to join our team as a Transformation Specialist. In this role, you will be responsible for managing all aspects of onboarding new advisors, providing high-quality customer service, and ensuring that all advisor, client, and head office requests and inquiries are handled promptly and accurately.

The successful candidate will have strong communication skills in both English and French, with a commitment to maintaining a positive customer experience throughout the onboarding process.

**Key Responsibilities:*

  • Ensure client onboarding data accuracy, applying high standards of quality control so advisors can access new client packages through digital onboarding systems with ease.
  • Complete tasks related to client setup, including banking arrangements, transfers, income profiles, systematic events, managed accounts, and other transitions activities, all while adhering to SLAs to provide a seamless client experience.
  • Update account information and collaborate closely with internal stakeholders and teams to ensure compliance with documentation related to CRA and IRS self-certification of residency status.
  • Manage and update client preferences related to e-delivery for clients, statements, confirms, and tax forms, ensuring smooth and accurate communication.

**Required Skills and Qualifications:**

To be successful in this role, you will require:

  • Fluency in both English and French.
  • Knowledge of Dataphile, Unifide, or Inform is an asset.

**Salary:** $60,000 - $80,000 per annum, depending on experience.

**Benefits:**

We offer a competitive salary, comprehensive benefits package, and opportunities for career growth and development.

**Company Overview:** Worldsource Wealth Management is committed to accessibility in employment and to ensuring equal access to employment opportunities for candidates, including persons with disabilities. In compliance with AODA, we will endeavour to provide reasonable accommodation to persons with disabilities in the recruitment process upon request.

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