Advisor Operations Associate (12-Month Contract)

Purpose Unlimited; Toronto; Hybrid; CAD 70,000 - 75,000; Full time

Benefits offered by this job

Equity program

Health and dental benefits

Lifestyle Spending Account

Hybrid work model

RRSP matching

Paid parental leave

Flexible paid time off

Job summary

Purpose Unlimited in Toronto, Ontario, is seeking an Associate, Business Operations, Advisor Success on a 12-month contract. You will act as a liaison between Advisors, Portfolio Managers, clients, and custodians to ensure accurate fund transfers and seamless client experience.

The role requires 2–4 years in client servicing or operations, excellent communication, and the ability to manage multiple tasks in a fast-paced environment.

Qualifications

• 2-4 years of proven professional experience in client servicing or operations.
• Excellent client service and verbal and written communication skills.
• Outstanding analytical skills with a problem-solving mindset and ability to convey complex ideas simply.
• You thrive in a fast-paced, deadline-driven environment with multiple tasks.

Responsibilities

• Act as a key liaison between Advisors, Portfolio Managers, clients, and custodians to ensure 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 and proactively manage Advisor requests to reduce disruptions.
• Educate Advisors and Portfolio Managers on transfer form completion and clearly communicate timeline expectations in line with Operations and Compliance.
• Collaborate with Account Management to coordinate successful onboardings, client maintenance and a seamless client experience.
• 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 when appropriate.
• Design, implement, and refine processes in the transfer department to ensure exceptional client service.

Skills

Client servicing

Operations

Communication

Tools

Zendesk

Excel

Job description

Purpose Unlimited in Toronto, Ontario, is seeking an Associate, Business Operations, Advisor Success on a 12-month contract. You will act as a liaison between Advisors, Portfolio Managers, clients, and custodians to ensure accurate fund transfers and seamless client experience.

The role requires 2–4 years in client servicing or operations, excellent communication, and the ability to manage multiple tasks in a fast-paced environment.