Advisor Services Associate
$55,000–$65,000 year
On-siteVancouver, British Columbia, Canada
Vancouver, British Columbia, CanadaOn-siteFull Time$55,000–$65,000 yearEntry Level
Full TimeEntry Level
Job Summary
Monitor designated mailboxes for client inquiries regarding deposits, withdrawals, and transfers, acting as a subject matter expert on Custodian (NBIN) back-office processes. Provide timely, accurate responses following established SLAs, conduct follow-ups with status updates, and escalate pending items per protocol. Liaise with internal teams and external vendors to resolve outstanding requests, schedule meetings with NBIN, and close completed tickets. Identify departmental patterns, conduct training for advisory teams, and assist special projects to maintain adequate servicing.
Required Qualifications
- Previous knowledge of National Bank Independent Network back-office process and various applications
- 3-5 years of administrative experience
- Thorough knowledge of securities/CIRO industry operational processes, internal procedures/products, various registered and non-registered account types, documentation requirements on account opening, and systems
- Excellent verbal and written communication skills
- Proficiency with MS Office applications
- Strong analytical skills with attention to detail
- Demonstrated ability to prioritize, multitask, work within time constraints and follow-up
- Demonstrated ability to work in a high volume and time-demanding environment
- Demonstrated ability to learn quickly, retain information, achieve results, and thrives within a fast-paced environment
- Strong analytical, problem-solving, and organizational skills
Desired Qualifications
- back-office experience in a CIRO firm environment
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