Aligned Capital Partners Inc. (ACPI) is a fast-growing investment dealer with a dynamic team looking to expand our business exponentially.
Our corporate culture encourages teamwork,
service excellence, creativity, and initiative. We are currently hiring 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 work with an internal team, as well as external parties to bring together information and solutions to provide best in class client support to all our
Financial Advisors. Our Client Experience team is the go to’ for our Advisors and the relationship is based on the trust they have in our expertise and our ability to support them.
You will be the primary point of escalation for urgent and in-depth branch inquiries that require enhanced industry and firm understanding.
As a senior member of the team, administrative associates will report directly to you. You will be expected to lead team meetings and be a primary source of knowledge for the team.
This includes driving investigations to find solutions to complex issues.
WHAT YOU WILL DO :
- Manage members of an assigned client service team, making sure all team members are performing and executing their tasks at the highest level
- Taking a team approach, support our Advisors in all process related matters and handle more complex inquiries
- Deal directly with our 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 and proactively escalate matters as required
- Work on project specific tasks and initiatives as directed
WHAT YOU WILL BRING :
- 3-5 years of work experience providing client service in the investment, banking, or related industries
- Knowledge of the Canadian investment landscape including an understanding of the functions 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 and out of the box thinking when dealing with unique inquiries
- A demonstrated collaborative approach to solving problems
- Strong communication skills
- Proven ability to manage high volumes with a positive and professional attitude
- A friendly and service-oriented personality
Senior Investment Operations Associate
Senior Investment Operations Associate. As a senior member of the team, administrative associates will report directly to you. ACPI) is a fast-growing investment dealer with a dynamic team looking to expand our business exponentially. Knowledge of the Canadian investment landscape including an under...
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