Job Description
Become an Investment Operations Associate with Aligned Capital Partners Inc. in Burlington, Ontario. This full-time role focuses on providing exemplary support to our Investment Advisors' needs daily.
Joining the Client Experience team, you will engage with Advisors using your 1-3 years of relevant experience in financial services. Your expertise will be invaluable as you assist with inquiries related to Systems, Compliance, and Trading. Building trusting relationships within a supportive atmosphere is critical.
Key Responsibilities:
• Provide day-to-day support for Advisor inquiries
• Facilitate training to Advisors and branch teams
• Collaborate on complex inquiries with other departments
• Assist with procedural updates through project work
• Help management with priority tasks and ad-hoc requests
Requirements:
• 1-3 years in client service, financial services focus
• Strong MS Office skills and commitment to further education
• Effective communicati...
Joining the Client Experience team, you will engage with Advisors using your 1-3 years of relevant experience in financial services. Your expertise will be invaluable as you assist with inquiries related to Systems, Compliance, and Trading. Building trusting relationships within a supportive atmosphere is critical.
Key Responsibilities:
• Provide day-to-day support for Advisor inquiries
• Facilitate training to Advisors and branch teams
• Collaborate on complex inquiries with other departments
• Assist with procedural updates through project work
• Help management with priority tasks and ad-hoc requests
Requirements:
• 1-3 years in client service, financial services focus
• Strong MS Office skills and commitment to further education
• Effective communicati...