Transfers Partner Support Associate Role (Winnipeg)

Enhance your career as a Transfers Partner Support Associate at Wellington-Altus in Winnipeg or Toronto

In this role, you will facilitate seamless external transfers for advisors while resolving complex issues. Reporting to the Manager, Advisor Experience, you will provide essential support to advisors dealing with external transfer cases.

This role requires effective collaboration with internal departments and external partners while maintaining strong advisory relationships. The ideal candidate will have experience in financial services and a commitment to exceptional service.

Key Responsibilities

• Act as the subject matter expert for external transfers
• Ensure timely and accurate transfer assistance
• Collaborate with internal teams and NBIN for solutions
• Proactively manage and resolve issues
• Maintain and update documentation for internal support

Requirements

• Bachelor’s degree or d...