Wealth Operations Specialist

Purpose Unlimited; Vancouver; Hybrid; CAD 65,000 - 80,000; Full time

Benefits offered by this job

Equity program

Hybrid work model

Health and dental benefits

Lifestyle Spending Account

Paid parental leave

RRSP matching

Tuition support

Job summary

Purpose Unlimited is seeking an Associate on the operations team to support client servicing by managing account applications, trade requests, and documentation workflows. You’ll collaborate with Investor Specialists and external institutions to ensure accurate, scalable processes and trusted client outcomes.

As routine processing shifts to AI-assisted workflows, you’ll own exceptions, relationships, and judgment calls.

Qualifications

• 2-4 years of proven professional experience in client servicing or operations roles.
• Excellent client service and verbal and written communication skills.
• Outstanding analytical skills with a problem-solving mindset.
• Ability to communicate complex ideas clearly.
• Ability to prioritize and execute multiple tasks in a fast-paced environment.
• Experience in wealth management or financial services industry; cross-functional collaboration.
• Exposure to SQL and Excel for data analysis.
• Familiarity with process improvement or automation projects.
• Comfort with AI-assisted reconciliation/workflow tools.
• CSC is an asset.

Responsibilities

• Assist with handling various forms and inquiries from Investor Specialists related to new client account applications and documents.
• Manage transfers of accounts to/from other institutions for a smooth client transition.
• Work with Investor Specialists to settle estate accounts and ensure timely completion of documents.
• Monitor and process daily cash movements and fund valuations with accuracy and reconciliation.
• Communicate and collaborate with Investor Specialists to resolve issues efficiently.
• Liaise with external stakeholders to address unexpected problems and maintain service levels.
• Contribute to projects by providing support and insights to improve service delivery.
• Be passionate about client service and go the extra mile for clients.

Skills

Client servicing

Analytical skills

Communication

Cross-functional teamwork

Problem solving

AI-assisted workflows

Education

Canadian Securities Course (CSC)

Tools

SQL

Excel

Job description

Purpose Unlimited is seeking an Associate on the operations team to support client servicing by managing account applications, trade requests, and documentation workflows. You’ll collaborate with Investor Specialists and external institutions to ensure accurate, scalable processes and trusted client outcomes.

As routine processing shifts to AI-assisted workflows, you’ll own exceptions, relationships, and judgment calls.