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.

Job Description

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

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

REQUIREMENTS:

• 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. Someone who can communicate complex ideas in a simple and easy-to-understand way.
• 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.

• Act as a key liaison between Advisors, Portfolio Managers, clients, and custodians to ensure the timely and accurate inbound and outbound transfer of funds across client accounts.
• Possess a strong understanding of documentation requirements for various account transfers (e.g., Non-Registered, RRSP, RESP, TFSA, LIF, RIF, Corporate, Trust) and provide guidance to Advisors and Portfolio Managers as needed.
• Foster strong working relationships with Advisors, Portfolio Managers, and internal partners to deliver exceptional service. Proactively manage Advisor requests to streamline operations and reduce service disruptions.
• Educate Advisors and Portfolio Managers on the importance of accurate transfer form completion and clearly communicate timeline expectations, in alignment with Operations and Compliance procedures.
• Collaborate with Account Management team and back up as required—to coordinate successful onboardings, client maintenance and deliver a seamless client experience.
• Support Advisors with platform-related inquiries by troubleshooting and escalating issues to internal teams (e.g., Engineering) to address workflow or functionality discrepancies.
• Collaborate with Product on testing new feature rollouts and escalate matters to internal leadership or custodians when appropriate.
• Design, implement, and refine processes in the transfer department to ensure exceptional client service.