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Expert Client Solutions Specialist

1 month ago

Mississauga, Ontario, Canada Investment Planning Counsel Full time
About the Role

We are seeking an Expert Client Solutions Specialist to join our team at Investment Planning Counsel. In this role, you will be responsible for providing exceptional client service and support to existing advisors and sales assistants.

The successful candidate will have a strong background in processing external account transfers, with knowledge of relevant IIROC transfer processes. A post-secondary education or industry equivalency is required, as well as a minimum of 4 years of experience within the Financial Industry, preferably within a dealership.

Key Responsibilities
  • Transfer Processing Excellence: Manage both ATON and non-ATON transfer requests, coordinate with partner firms and mutual fund companies to minimize delays and define new efficiencies.
  • Full Ownership of Client Onboarding: Take charge of the entire client onboarding process, including know-your-customer (KYC) account set-up compliance, banking validation, and initiation of transfers.
  • Quality Control and Document Verification: Rigorously quality check all documents involved in the onboarding process to ensure compliance with internal standards and external regulatory requirements.
  • SLA Commitment and Comprehensive Management: Emphasize the critical importance of service level agreements by anchoring the right behaviors to not only meet but exceed these standards.
Preferred Qualifications
  • At least 2 years of experience processing external account transfers.
  • Knowledge of relevant IIROC transfer processes.
  • Strong verbal and written communication skills.
  • Post-secondary education or industry equivalency.
  • Minimum 4 years of experience within the Financial Industry, preferably within a dealership.
  • Undergraduate degree in Business preferred.
  • Completion of CSC is an asset.
What We Offer
  • A competitive salary of $80,000 - $100,000 per year.
  • A comprehensive benefits package that includes pension and share purchase plan.
  • A fun and collaborative work environment with opportunities for professional growth and development.
  • A chance to make a real difference in the lives of our clients.