High-Level Investment Operations Specialist
1 week ago
Aligned Capital Partners Inc. is a rapidly expanding investment dealer with a dynamic team striving to exponentially grow our business.
We value teamwork, service excellence, creativity, and initiative in our corporate culture.
This is an excellent opportunity for a full-time Senior Investment Operations Associate to join our Client Experience team in Burlington.
Job Overview
In this role, the successful candidate will collaborate with internal teams and external parties to gather information and provide solutions, ensuring exceptional client support for our Financial Advisors.
The Client Experience team is the primary point of contact for our Advisors, built on trust and expertise.
You will be the main escalation point for urgent and complex branch inquiries, requiring in-depth industry and firm knowledge.
As a senior team member, administrative associates will report directly to you.
You will lead team meetings and serve as a primary source of knowledge, driving investigations to find solutions to intricate issues.
Responsibilities:
- Lead and manage members of the assigned client service team, ensuring they execute their tasks at the highest level.
- Take a team approach to support our Advisors in process-related matters and handle more complex inquiries.
- Directly engage with the back office to process documentation and troubleshoot operational & account issues.
- Collaborate with colleagues across the organization to facilitate daily activities.
- Process financial transactions related to Dealer activity.
- Raise and track client and/or operational issues.
- Promptly escalate matters as required.
- Work on project-specific tasks and initiatives as directed.
Requirements:
- 3-5 years of work experience providing client service in the investment, banking, or related industries.
- Knowledge of the Canadian investment landscape, including understanding of registered accounts.
- Completion of CSC and CPH courses or commitment to completion within 12 months of start date.
- A calm approach to a dynamic and fast-paced environment.
- Strong MS Office skills (Outlook, Word, and Excel).
- Creative problem-solving when dealing with unique inquiries.
- Demonstrated collaborative approach to solving problems.
- Strong communication skills.
- Proven ability to manage high volumes with a positive and professional attitude.
- Friendly and service-oriented personality.
Compensation:$65,000 - $85,000 per annum, commensurate with experience.
About Us:
Aligned Capital Partners Inc. is a leading investment dealer dedicated to delivering exceptional client experiences.
We prioritize teamwork, innovation, and excellence in everything we do.
How to Apply: Please submit your application through our website.
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