Job Description
Join Wellington-Altus as a Partner Support Specialist in either Winnipeg or Toronto, specializing in enhancing external transfer processes. Your expertise will help optimize experiences for financial advisors.
This position focuses on supporting advisors through efficient troubleshooting and improving workflows under the Manager of Advisor Experience. Ideal candidates will possess a background in financial services, aiming to enhance both client satisfaction and operational performance through relationship management with advisory teams and partners.
Key Responsibilities:
• Serve as an expert on external transfer processes
• Provide timely assistance with transfer inquiries
• Collaborate with internal teams and external institutions
• Resolve complex transfer-related problems effectively
• Suggest improvements to improve workflows
Requirements:
• Bachelor’s degree or diploma in Business Administration
• 3-5 years in financial services, high-growth workplac...
This position focuses on supporting advisors through efficient troubleshooting and improving workflows under the Manager of Advisor Experience. Ideal candidates will possess a background in financial services, aiming to enhance both client satisfaction and operational performance through relationship management with advisory teams and partners.
Key Responsibilities:
• Serve as an expert on external transfer processes
• Provide timely assistance with transfer inquiries
• Collaborate with internal teams and external institutions
• Resolve complex transfer-related problems effectively
• Suggest improvements to improve workflows
Requirements:
• Bachelor’s degree or diploma in Business Administration
• 3-5 years in financial services, high-growth workplac...
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