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Wealth Management Transition Coordinator

2 months ago

Markham, Ontario, Canada Worldsource Wealth Management Full time

Reporting to the Senior Manager, Transitions Team and working in a fast-paced environment, this role is responsible for providing high-quality customer service by managing all aspects of onboarding new advisors.

Key Responsibilities:

  • Resolve escalations related to New Transition Advisors promptly and accurately, applying strong business acumen and thorough investigation to address issues with exceptional service.
  • Navigate essential business processes effectively, demonstrate knowledge of documentation requirements, products, and systems across multiple investment dealers governed by CIRO.
  • Ensure client onboarding data accuracy, applying high standards of quality control so advisors can access new client packages through digital onboarding system with ease.
  • Collaborate with Internal and external partners to gather necessary information, enabling other teams to perform their task accurately and ensuring timely, efficient information flow.
  • Complete tasks related to client setup, including banking arrangements, transfers, income profiles, systematic events, managed accounts, and other transitions activities, adhering to SLAs to provide seamless client experience.
  • Update account information and collaborate closely with all 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.
  • Coordinate with impacted teams to confirm task completion and provide clear, timely updates on progress to ensure a seamless client experience.

Requirements:

  • Fluent in both English and French is required
  • Post-secondary education and/or 2 years in Brokerage operation or transition of New advisor onboarding
  • Excellent communication and organizational skills
  • Excellent attention to detail, and problem-solving skills
  • Ability to work independently as well as in a team environment
  • Knowledge of Dataphile, Unifide, or Inform is an asset

Compensation: Commensurate with experience, approximately $60,000 - $80,000 per year.