Advisor Operations Associate - Client Success & Transfers (Winnipeg)

Advisor Operations Associate - Client Success & Transfers (Winnipeg)

15 Sep
|
Advisor Solutions by Purpose
|
Winnipeg

15 Sep

Advisor Solutions by Purpose

Winnipeg

Advisor Solutions by Purpose, a Canadian fintech subsidiary of Purpose Unlimited, is hiring for a client servicing/operations role in a hybrid setting. You will liaise between Advisors, Portfolio Managers, clients, and custodians to ensure accurate transfers and documentation compliance. The role emphasizes customer-centric service, fast delivery, and cross-functional collaboration with Engineering and Product.

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📌 Advisor Operations Associate - Client Success & Transfers (Winnipeg)
🏢 Advisor Solutions by Purpose
📍 Winnipeg

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