17 Sep
|
Advisor Solutions by Purpose
|
Winnipeg
17 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.
📌 Advisor Operations Associate - Client Success & Transfers (Winnipeg)
🏢 Advisor Solutions by Purpose
📍 Winnipeg