Partner Support Specialist in Transfers

Enhance advisor interactions at Wellington-Altus as a Partner Support Specialist in Transfers, focusing on external transfer processes. Provide expert support to ensure smooth and timely transfer requests.

This role will report to the Manager, Advisor Experience, and is essential for supporting advisors with external transfer inquiries. Your expertise will facilitate effective problem-solving and relationship management, building trust with advisory teams and external partners. You will also help improve workflows and minimize inquiries through collaboration and efficient communication.

Key Responsibilities:

• Serve as subject matter expert on external transfers

• Provide timely assistance to advisors on transfer requests

• Collaborate with internal teams and external partners

• Investigate and resolve complex transfer issues

• Maintain and update internal team documentation

Requirements:

• Bachelor’s degree in Business Administration or similar

• 3-5 years in financial services industry

• Proficient in Microsoft Office, especially Excel

• Familiarity with external transfer systems preferred

• Strong communication and organizational skills

Elevate advisor experiences by delivering exceptional support across transfer processes.
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