Exciting opportunity at Aligned Capital Partners Inc. for a bilingual Investment Operations Associate in Montreal or Burlington/Toronto. Elevate client service through strong support and effective problem-solving.
As a full-time member of the Client Experience team, you will tackle operational issues and engage with investment advisors to ensure exceptional service. Your role demands a proactive approach to assist with inquiries and train teams, requiring both strong technical knowledge and bilingual fluency. Adaptability and collaboration are key traits for success in this fast-moving workplace.
Key Responsibilities:
• Address daily client inquiries and specific assistance requests
• Train advisors and their respective branches
• Work with other departments on complex topics
• Engage in projects for procedural enhancements
• Support management with priority tasks
Requirements:
• Fluent in French and English
• 1-3 years of financial service experience
• Industry-related education preferred
• Proficient in MS Office suite
• Solid communication and flexible attitude
Bring your bilingual skills and dedication to service excellence to Aligned Capital Partners Inc.'s dynamic team.
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