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About the Role

Advisor Solutions by Purpose is seeking a candidate to act as a key liaison between Advisors, Portfolio Managers, clients, and custodians, ensuring timely and accurate fund transfers and providing guidance on documentation requirements for various account types. The role involves fostering strong relationships, educating stakeholders, collaborating with internal teams, and refining processes to enhance client service.

Responsibilities

Act as a key liaison between Advisors, Portfolio Managers, clients, and custodians to ensure the timely and accurate inbound and outbound transfer of funds across client accounts.
Possess a strong understanding of documentation requirements for various account transfers and provide guidance to Advisors and Portfolio Managers as needed.
Foster strong working relationships with Advisors, Portfolio Managers, and internal partners to deliver exceptional service.
Proactively manage Advisor requests to streamline operations and reduce service disruptions.
Educate Advisors and Portfolio Managers on the importance of accurate transfer form completion and clearly communicate timeline expectations, in alignment with Operations and Compliance procedures.
Collaborate with Account Management team to coordinate successful onboardings, client maintenance and deliver a seamless client experience.
Support Advisors with platform-related inquiries by troubleshooting and escalating issues to internal teams to address workflow or functionality discrepancies.
Collaborate with Product on testing new feature rollouts and escalate matters to internal leadership or custodians when appropriate.
Design, implement, and refine processes in the transfer department to ensure exceptional client service.

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.
Ability to prioritize and execute multiple tasks in a fast-paced environment providing fast, friendly, and accurate service.
Must be legally entitled to work in Canada.

Skills

Client servicing
Operations
Verbal communication
Written communication
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 a subsidiary of Purpose Unlimited, 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, 2025 & 2026.
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.
Encourage all qualified candidates to apply.
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.
Immigration sponsorship is not offered for this role.
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.