Transition Specialist

Aligned Capital Partners Inc.; Burlington; On-site; CAD 42,500 - 71,000; Full time

Benefits offered by this job

Competitive compensation

Health insurance coverage

Training and development investment

Paid holidays and vacation time

Job summary

A leading investment firm located in Burlington, Ontario is seeking a full-time Transition Specialist to join their Client Experience team. This role involves supporting transitioning advisors, providing training, and ensuring a smooth onboarding process. The ideal candidate will have at least 2 years of client service experience in investment or banking, strong MS Office skills, and the ability to manage multiple tasks in a fast-paced environment. This position offers a competitive salary and comprehensive benefits.

Qualifications

• At least 2 years of work experience providing client service in investment or banking.
• Completion of CSC and CPH is expected within a year if not already completed.

Responsibilities

• Act as the main point of contact for advisors during transitions.
• Assist with pre- and post-registration actions.
• Train advisors on all systems for transitioning assets.

Skills

Client service experience

Strong MS Office skills

Collaborative problem-solving

Education

University degree or College diploma

Job description

Aligned Capital Partners is a fast-growing investment dealer with a dynamic team looking to expand our business. Our corporate culture encourages teamwork, service excellence, creativity, and initiative. We are currently hiring for a full time Transition Specialist to join our Client Experience team in Burlington, Ontario.

In this role, the successful candidate will provide support to our transitioning advisors by helping them navigate the onboarding process via training, regular calls, and practice management. They will act as a senior resource to their advisors and as the conduit between advisor and head office. Their focus is to know business practices of their advisors and work with them to successfully transition their business to Aligned Capital Partners, Inc. A good understanding of the industry coupled with soft skills to work calmly in a fast-paced environment and manage multiple tasks for multiple advisors.

WHAT YOU WILL DO

• Act as the main point of contact for the advisor and their team during a transition
• Assist and prepare the advisor with pre- and post- registration actions as outlined by the protocol in our transition guide and roadmap
• Ensure coordination between all departments for all transition-related items
• Assess issues and engage executive where needed on urgent or exceptional matters
• Train advisor on all systems required for transitioning assets and managing their book of business thereafter
• Collaborate with Transition Support Associate on tracking account opening and asset movement to ensure assets arrive in a timely manner

YOU WILL BRING

• University degree or College diploma is preferred
• At least 2 years of work experience providing client service in the investment, banking, or related industries
• Strong MS Office skills (Outlook, Word and Excel)
• A demonstrated collaborative approach to solving problems
• Experience with industry-related client service
• Completion of CSC and CPH is an asset, and if you do not have them completed, it is expected that these courses are completed within a year

WHAT WE BRING

We are committed to a positive employee experience fostered through an open and collaborative work environment. We offer you:

• Competitive compensation
• Recognition of your accomplishments
• Communication and feedback
• Investment in your training and development
• Commitment to your health and well-being.

This opportunity is for an existing vacancy with the company. The anticipated base salary range for this position is $42,500 - $71,000. Exact salary depends on several factors such as experience, skills, education, and budget. Salary range may vary based on geographic location. In addition to base salary, this position is eligible for participation in a bonus program. In addition, The Company offers a variety of benefits to eligible employees, including health insurance coverage, wellness programs, life and disability insurance, retirement savings plans, paid leave programs, education-related programs, paid holidays and vacation time, and many others. Many of these benefits are subsidized or fully paid for by the company.

Aligned Capital Partners Inc. is an equal opportunity employer. If you require any accommodation to fully participate in our recruitment process, please call [phone].