Join Aligned Capital Partners Inc. (ACPI) as a Full-Time Investment Operations Associate in Burlington, Ontario. Deliver exceptional client support while managing inquiries and training advisors effectively.
In this dynamic role, you'll be part of the Client Experience team, directly assisting Advisor clients with various operational inquiries. Your expertise will enhance client trust, ensuring timely and efficient problem resolution. Successful candidates will exhibit a calm demeanor in fast-paced scenarios and exhibit strong client service abilities, making you a key member of our team.
Key Responsibilities: • Support Advisor clients with daily inquiries and assistance • Provide training for advisors and their teams • Collaborate with departments on complex issues • Work on procedural updates for project-specific tasks • Assist management with priority items and ad-hoc requests