Operational Support Specialist
5 days ago
**Job Summary**
As a Client Experience Associate, you'll play a vital role in creating seamless processes, supporting a team, and driving operational excellence at Wellington-Altus Financial Inc.
About Our Team
We value kindness, a passion for efficiency, and a genuine love for working with people. Our team culture prioritizes hard work, collaboration, and a little bit of fun along the way.
Key Responsibilities
- Serve as a friendly and knowledgeable point of contact for clients.
- Coordinate and complete follow-up actions with clients, maintaining clear communication.
- Support Portfolio Managers by handling client inquiries and managing team projects.
Requirements
- A bachelor's degree in business, finance, or related fields.
- 5+ years of experience in an administrative or client-support role.
- Investment Representative (IR) or Registered Representative (RR) license.
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