Senior Financial Operations Specialist
2 weeks ago
Company Overview
Aligned Capital Partners Inc. is a dynamic investment dealer with a strong commitment to teamwork, service excellence, and employee growth.
Salary: We offer a competitive salary range of $60,000 - $80,000 per annum, depending on experience.
Job Description
We are seeking an experienced Investment Support Professional to join our Client Experience team in Burlington. As a key member of our team, you will provide exceptional client service, work closely with our advisors, and contribute to the success of our business.
Responsibilities:
- Provide training to advisors and their teams on industry-related topics;
- Work on project-specific tasks relating to procedural updates and process improvements;
- Assist in maintaining high levels of client satisfaction through effective communication and issue resolution;
Required Skills and Qualifications
To succeed in this role, you will need:
- A minimum of 1-3 years' experience providing client service in the investment or banking industries;
- Strong knowledge of financial services and industry-related software applications (e.g., MS Office);
- Excellent communication and interpersonal skills, with the ability to work effectively in a team environment;
Benefits
We offer a comprehensive benefits package, including opportunities for professional development, flexible work arrangements, and a positive work-life balance.
About Us
We value our employees and strive to create a positive work environment that fosters collaboration, innovation, and growth. If you are a motivated and experienced professional looking for a new challenge, we encourage you to apply.
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