Associate, Account Management

at  Purpose Unlimited

Purpose Unlimited is an independent financial services company with an unrelenting focus on customer-centric innovation, delivered through technology-driven solutions. Led by entrepreneur Som Seif, the company is developing a diversified product platform aimed at addressing historically underserved segments of the market. Purpose Unlimited’s businesses include Purpose Investments, Advisor Solutions by Purpose, and Driven.
Who is Advisor Solutions by Purpose?
Advisor Solutions by Purpose, a subsidiary of Purpose Unlimited, is an innovative financial technology firm providing modern client and practice management technology and services for independent portfolio management and financial advisory businesses in Canada. Recognized by Wealth Professional Magazine as 2023 Wealth Tech Service Provider of the Year and one of Canada’s Top 2023 Small and Medium Employers, Advisor Solutions by Purpose’s end-to-end solution simplifies the advisor practice and makes it easier for clients to access better services to achieve their financial goals.

Who You Are?

• You are passionate and you are excited to provide outstanding service.
• You use insights to drive outcomes and are compassionate.
• You’re committed to delivering, learning, and growing as a team.

If you are excited about building something that will help transform the wealth management space in Canada, we want to talk to you!

What you’ll do?

• Provide exceptional client service and operational support to our partnering firms, including Portfolio Managers, and Referring Advisors.
• Proactively facilitating a high volume of requests to streamline operations and minimize service disruptions while adhering to best industry practices.
• Understand requirements for processing account openings offered (for example RRSP, RESP, TFSA, LIF, RIF, Corporate, Trusts, etc.) and conduct Quality Assurance (QA) reviews on new account documents for accuracy based on outlined procedures and regulatory requirements.
• Engaging directly with clients and partner firms via email, phone, or various platforms to assist with service requests, and platform-related queries, and escalate as required.
• Build cross-working relationships to offer best-in-class service and operational activities and coordinate with various stakeholders as required to solve more complex requests. This may include Money Movement, Transfers, Engineering and Product teams and external partners
• Highlight and identify product improvement suggestions for our platform and assist with testing enhancements.

REQUIREMENTS:

• At least 2-4 years of proven professional experience in the client servicing or operations role.
• Excellent client service and verbal and written communication skills.
• Outstanding analytical skills with a problem-solving mindset.
• You thrive (or excel) in a fast-paced and deadline-driven environment.
• You must be able to prioritize and execute multiple tasks in a fast-paced, environment providing fast, friendly, and accurate service.

• Provide exceptional client service and operational support to our partnering firms, including Portfolio Managers, and Referring Advisors.
• Proactively facilitating a high volume of requests to streamline operations and minimize service disruptions while adhering to best industry practices.
• Understand requirements for processing account openings offered (for example RRSP, RESP, TFSA, LIF, RIF, Corporate, Trusts, etc.) and conduct Quality Assurance (QA) reviews on new account documents for accuracy based on outlined procedures and regulatory requirements.
• Engaging directly with clients and partner firms via email, phone, or various platforms to assist with service requests, and platform-related queries, and escalate as required.
• Build cross-working relationships to offer best-in-class service and operational activities and coordinate with various stakeholders as required to solve more complex requests. This may include Money Movement, Transfers, Engineering and Product teams and external partners
• Highlight and identify product improvement suggestions for our platform and assist with testing enhancements