Advisor Operations Associate - Client Success & Transfers

Advisor Solutions by Purpose; Toronto; Hybrid; CAD 70,000 - 75,000; Full time

Benefits offered by this job

Health benefits and dental

Equity program

Hybrid work model

Generous PTO

RRSP matching

Tuition support

Job summary

Advisor Solutions by Purpose, a Canadian fintech subsidiary of Purpose Unlimited, is hiring for a client servicing/operations role in a hybrid environment. You will liaise between Advisors, Portfolio Managers, clients, and custodians to ensure accurate transfers and documentation compliance.

The role emphasizes customer-centric service, fast delivery, and cross-functional collaboration with Engineering and Product.

Qualifications

• 2-4 years of proven professional experience in the client servicing or operations role.
• Excellent client service and verbal and written communication skills.
• Outstanding analytical skills with a problem-solving mindset.
• Fast-paced, deadline-driven environment with ability to prioritize multiple tasks.

Responsibilities

• Act as a key liaison between Advisors, Portfolio Managers, clients, and custodians to ensure timely and accurate transfers.
• Understand documentation requirements for various account transfers and guide Advisors/Portfolio Managers.
• Foster strong working relationships with Advisors, Portfolio Managers, and internal partners to deliver exceptional service.

Skills

Client servicing

Operations

Communication

Problem solving

Zendesk

Excel

Tools

Zendesk

Excel

Job description

Advisor Solutions by Purpose, a Canadian fintech subsidiary of Purpose Unlimited, is hiring for a client servicing/operations role in a hybrid environment. You will liaise between Advisors, Portfolio Managers, clients, and custodians to ensure accurate transfers and documentation compliance.

The role emphasizes customer-centric service, fast delivery, and cross-functional collaboration with Engineering and Product.