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About the Role

Advisor Solutions by Purpose is seeking a passionate individual to join their team, focusing on client-centric innovation and technology-driven solutions within the wealth management space in Canada. This role involves acting as a liaison and providing support for advisors, portfolio managers, and clients.

Responsibilities

• Act as a liaison between Advisors, Portfolio Managers, clients, and custodians to ensure timely and accurate onboarding of new account openings, providing training and support as required.
• Maintain a strong understanding of requirements for various account types and perform Quality Assurance (QA) reviews on new account documentation to ensure accuracy and compliance.
• Develop and maintain strong working relationships with Advisors, Portfolio Managers, and internal partners to deliver exceptional service.
• Proactively manage Advisor requests to optimize operations and reduce service interruptions.
• Support Advisors with platform-related inquiries by troubleshooting and escalating issues to internal teams.
• Collaborate with Product on testing new feature rollouts and escalate matters to internal leadership or custodians when appropriate.
• Maintain a working knowledge of other Centres of Excellence (CoEs) within the department to support broader team initiatives.
• Collaborate across CoEs to coordinate operational activities and deliver a seamless service experience.

Requirements

• 2-4 years of proven professional experience in a client servicing or operations role.
• Excellent client service and verbal and written communication skills.
• Outstanding analytical skills with a problem-solving mindset.
• Ability to communicate complex ideas in a simple and easy-to-understand way.
• Ability to thrive in a fast-paced and deadline-driven environment.
• Must be able to prioritize and execute multiple tasks in a fast-paced environment providing fast, friendly, and accurate service.
• Applicants must be legally entitled to work in Canada.
• Immigration sponsorship is not offered for this role.

Skills

• Client servicing
• Operations
• Communication skills
• Analytical skills
• Problem-solving
• Zendesk
• Excel

Location

• Canada

Work Type

• Hybrid
• Full-time

Experience Level

• 2-4 years

Education Level

• Canadian Securities Course (CSC) is an asset

Salary/Compensations

• $70,000 - $75,000

Benefits

• Competitive compensation including equity program
• Comprehensive group health and dental benefits
• Life insurance
• Lifestyle Spending Account
• Flexible paid time-off policy
• Paid parental leave for eligible employees with a top-up
• Generous Group RRSP matching
• Optional TFSA program
• Training opportunities
• Tuition support

About the Company

• Purpose Unlimited is an independent financial services company focused on customer-centric innovation through technology-driven solutions.
• Advisor Solutions by Purpose is an innovative financial technology firm providing modern client and practice management technology and services for independent portfolio management and financial advisory businesses in Canada.
• Recognized by Wealth Professional Magazine as 2023 Wealth Tech Service Provider of the Year and one of Canada’s Top 2023 Small and Medium Employers.
• One of Canada's Top Small & Medium Employers' 2023 & 2024.
• An innovative, people-first, financial services firm that values entrepreneurialism.

Equal Opportunity

• Advisor Solutions by Purpose is an equal employer, and we are dedicated to fostering an inclusive and barrier-free work environment for all employees and candidates.
• We encourage all qualified candidates to apply and if accommodation is required during any stage of the recruitment process, please contact any member of the People and Culture team at PeopleCultureTeam@purpose-unlimited.com.
• We thank all applicants for their interest; however, only those selected for interviews will be contacted.
• We may use artificial intelligence technology to assist in screening, assessing, or selecting applicants for this position. Final hiring decisions are made by qualified human reviewers.