Client-Focused Investment Operations Associate (Ontario)

Client-Focused Investment Operations Associate (Ontario)

18 Aug
|
Aligned Capital Partners
|
Ontario

18 Aug

Aligned Capital Partners

Ontario

Elevate your career with Aligned Capital Partners Inc. as a full-time Investment Operations Associate. This bilingual role is based in Burlington/Toronto or Montréal

As an integral member of the Client Experience team, you'll deliver top-tier support to our Investment Advisors. With your 1-3 years of experience in client service, you'll tackle inquiries, conduct training, and ensure procedural updates. A robust communicator with a positive attitude is ideal for this fast-paced environment where multitasking is essential.

Key Responsibilities:
• Address client inquiries related to Systems and Trading
• Provide tailored training to advisors and their teams
• Collaborate departmentally for comprehensive solutions
• Manage project tasks regarding procedural updates
• Support management with priority items as needed

Requirements:
• Bilingual in French and English, investment-specific terms
• 1-3 years experience in banking or financial service roles
• Relevant academic credentials preferred
• Proficient in MS Office applications
• Strong independent work ethic in a hybrid setup

Bring your client service passion to ACPI and help strengthen Advisor relationships.
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📌 Client-Focused Investment Operations Associate (Ontario)
🏢 Aligned Capital Partners
📍 Ontario

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