Job Description
Aligned Capital Partners Inc. (ACPI) is seeking a Full-Time Investment Operations Associate to join the Client Experience team in Burlington, Ontario. Elevate client support through effective relationship management.
In this vibrant role, you'll work closely with Advisor clients, providing comprehensive responses to inquiries and ensuring their operational needs are met promptly. With a focus on collaboration and creativity, your efforts will build trust and facilitate strong client connections. The ideal candidate demonstrates a proficiency in client handling and can manage multiple tasks efficiently within a fast-paced environment.
Key Responsibilities:
• Assist Advisor clients with operational requests
• Deliver training to advisors and their teams
• Work cross-departmentally to resolve issues
• Manage project-specific tasks for updates
• Support management with priority assignments
Requirements:
• 1-3 years of experience in client-facing roles
• Releva...
In this vibrant role, you'll work closely with Advisor clients, providing comprehensive responses to inquiries and ensuring their operational needs are met promptly. With a focus on collaboration and creativity, your efforts will build trust and facilitate strong client connections. The ideal candidate demonstrates a proficiency in client handling and can manage multiple tasks efficiently within a fast-paced environment.
Key Responsibilities:
• Assist Advisor clients with operational requests
• Deliver training to advisors and their teams
• Work cross-departmentally to resolve issues
• Manage project-specific tasks for updates
• Support management with priority assignments
Requirements:
• 1-3 years of experience in client-facing roles
• Releva...
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