Operational Excellence Associate

3 days ago


Wellington, Wellington, New Zealand Wellington-Altus Financial Inc. Full time
About Us

Welcome to Wellington-Altus Financial Inc., one of Canada's Best Managed Companies. We are a top-rated investment dealer with a strong commitment to equity and diversity within our community.

Job Description

We are seeking a highly skilled and dedicated Client Experience Associate to join our team. In this role, you will be responsible for providing exceptional service and support to our clients, while also contributing to the growth and success of our organization.

Key Responsibilities
  1. Develop and maintain strong relationships with clients, ensuring their needs are met and exceeded.
  2. Provide administrative support to Portfolio Managers, including managing client files, preparing documents, and updating records.
  3. Assist with client onboarding, including setting up new accounts and processing trades.
  4. Identify opportunities to improve operational efficiency and implement changes to enhance the client experience.
Requirements

To be successful in this role, you will need:

  • A bachelor's degree in business, finance, or a related field.
  • 5+ years of experience in an administrative or client-support role, ideally in financial services, wealth management, or a similar environment.
  • Excellent communication and interpersonal skills, with the ability to work effectively in a team environment.
Why Join Us?

We offer a competitive salary and benefits package, including:

  • A dynamic work environment that values hard work, collaboration, and a little bit of fun.
  • Opportunities to grow your skills and contribute meaningfully to our organization.
  • The chance to make a difference in the lives of our clients and colleagues.


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