Business Operations Specialist
16 hours ago
We are seeking a highly motivated and organized Business Operations Specialist to join our team at Worldsource Wealth Management.
Job SummaryThis role is responsible for providing exceptional customer service by managing all aspects of onboarding new advisors, ensuring timely and accurate completion of tasks, and maintaining a positive customer experience throughout the onboarding process.
Responsibilities- Escalation Resolution: Resolve escalations related to new transition advisors promptly and accurately, applying strong business acumen and thorough investigation to address issues with a sense of urgency and exceptional service.
- Process Navigation: Navigate essential business processes effectively, demonstrate knowledge of documentation requirements, products, and systems across multiple investment dealers governed by CIRO.
- Data Accuracy: Ensure client onboarding data accuracy, applying high standards of quality control so advisors can access new client packages through digital onboarding system with ease.
- Collaboration: Collaborate with internal and external partners to gather necessary information, enabling other teams to perform their task accurately and ensuring timely, efficient information flow.
- Client Setup: 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 seamless client experience.
- Account Updates: 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.
- Communication: Manage and update client preference related to e-delivery for clients, statements, confirms, and tax forms ensuring smooth and accurate communication.
- Task Coordination: Coordinate with impacted teams to confirm task completion and provide clear, timely updates on progress to ensure a seamless client experience.
- Language Skills: Fluent in both English and French is required.
- Education: Post-secondary education and/or 2 years in brokerage operation or transition of new advisor onboarding.
- Skills: 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.
The estimated salary for this position is $60,000 - $80,000 per annum, commensurate with experience.
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