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.
#J-18808-Ljbffr
📌 Wealth Operations Specialist (British Columbia)
🏢 Purpose Unlimited
📍 British Columbia
Reply to this offer
Impress this employer describing Your skills and abilities, fill out the form below and leave Your personal touch in the presentation letter.