Found Description
Be a vital part of the Client Experience team at Aligned Capital Partners Inc. (ACPI) as an Investment Operations Associate in Burlington, Ontario. Enhance client relations through expert support and training initiatives.
In this full-time role, your expertise will directly impact the daily operations of Advisor clients. You'll handle inquiries related to systems, trading, and compliance while managing a high volume of requests. This client-facing position demands strong communication skills and the ability to thrive in fast-paced environments, ensuring that your work contributes significantly to overall client satisfaction.
Key Responsibilities:
• Address daily inquiries from Advisor clients
• Train advisors and their support teams
• Collaborate to resolve multi-faceted operational issues
• Engage in project tasks for procedural updates
• Support management on critical items as needed
Requirements:
• 1-3 years of client service experience in finance
• Com...
In this full-time role, your expertise will directly impact the daily operations of Advisor clients. You'll handle inquiries related to systems, trading, and compliance while managing a high volume of requests. This client-facing position demands strong communication skills and the ability to thrive in fast-paced environments, ensuring that your work contributes significantly to overall client satisfaction.
Key Responsibilities:
• Address daily inquiries from Advisor clients
• Train advisors and their support teams
• Collaborate to resolve multi-faceted operational issues
• Engage in project tasks for procedural updates
• Support management on critical items as needed
Requirements:
• 1-3 years of client service experience in finance
• Com...
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