22 Aug
|
Aligned Capital Partners
|
Winnipeg
22 Aug
Aligned Capital Partners
Winnipeg
Discover a rewarding position with Aligned Capital Partners Inc. as a full time Bilingual Investment Operations Associate. This client-centric role serves our Advisors in Burlington/Toronto and Montréal.
At ACPI, you will leverage 1-3 years of client service experience to resolve issues and implement solutions for Investment Advisors. Your aptitude for problem-solving and proficiency in financial terminology will enhance their experience. The ideal candidate thrives in a collaborative, hybrid work model.
Key Responsibilities: • Assist Advisors with daily inquiries on Compliance and Systems • Train advisors and their branch teams effectively • Partner with departments for deep issue resolution • Engage in project-specific procedural updates • Support management with priority tasks
Requirements: • Bilingual (French and English), fluent in industry terminology • Minimum 1-3 years in client service within investment or banking • Related academic credentials (e.g., CSC, CPH) beneficial • Advanced MS Office skills required • Positive attitude and strong communication ability
Join ACPI to provide stellar support to Investment Advisors and boost client satisfaction. #J-18808-Ljbffr
📌 Full-Time Bilingual Operations Associate (Winnipeg)
🏢 Aligned Capital Partners
📍 Winnipeg