Partner Support Associate, Private Counsel

at  WellingtonAltus Private Wealth Inc

EXPERIENCE

Preferred

• 1 year(s): Experience in a customer support or advisor-facing role within the financial services industry

• Preparing and distributing client communications, including quarterly statements.
• Undertaking project work, as necessary, to enhance WAPC Operations.
• Reviewing and addressing custodial reporting requirements.
• Identifying training opportunities and potential areas for procedure improvements.
• Serving as the primary point of contact and outstanding support to the advisory teams within Wellington-Altus Private Counsel.
• Handling queries, escalations, and providing timely resolutions to ensure smooth operation.
• Collaborating with internal departments and external partners, such as Custodians and service providers, to address inquiries and maintaining strong working relationships.
• Proactively identifying opportunities for process optimization, streamlining workflows, and implementing best practices.
• Assisting in the development and maintenance of comprehensive knowledge resources, guidelines, and standard operating procedures to facilitate effective information sharing and consistent service delivery.
• Staying up to date with process changes, and best practices to continually enhance knowledge and provide informed support to the advisory teams.
• Collaborating with cross-functional teams to address complex issues, propose solutions, and drive process improvements.
• Regularly reporting on key performance metrics, including response times and issue resolution rates, to the Manager, Private Counsel Operations.
• Performing other duties as assigned.