Investment Operations Associate
Core
Manage relationships with Introducing/Carrying Broker & Portfolio Managers to ensure high-level client experience and service standards for high-value clients.
Role type
Investment Operations Associate (Client Experience)
Builds
Client service delivery and operational support for wealth management clients
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
relationship building, customer service, problem-solving, process improvement, analytical skills, organizational skills
Preferred skills
understanding of financial industry and registered accounts, knowledge of custodial and clearing businesses, Canadian Securities Course, fluency in French
Technologies
none stated
Responsibilities
Manage and strengthen client relationships with multiple functions at the client's organization; Handle email/telephone inquiries and troubleshoot escalations; Identify product/service gaps and advise on solutions; Investigate requests/discrepancies and take corrective action; Evaluate processes and communicate recommendations; Actively participate in client meetings; Assist with special projects.
Seniority
Junior to Mid-level, hands-on IC