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 Purpose Investments?Purpose Investments is an innovation- driven asset management company with over $20 billion under management, offering both managed and quantitative investment products. Much of what is available to the average Canadian investor today is outdated and expensive. Purpose Investments’ goal is to constantly innovate, and make investing simple, intuitive and affordable for everyone.
Vacancy Status:
This is for a current opening.
Compensation: $65,000 - $80,000
Job DescriptionThe Role
As a key member of the operations team, the Associate supports client servicing by managing account applications, trade requests, and documentation workflows. You'll work daily with Investor Specialists and external institutions to resolve what automation can't, and you'll help design the processes that let the team scale without losing accuracy or care. This role sits at the point where client trust is won or lost in the details: an account transfer that moves cleanly, an estate settled with care, a discrepancy caught before it becomes a client's problem.
As routine processing shifts to AI-assisted workflows, this role owns the exceptions, the relationships, and the judgment calls that keep the operation trustworthy.
What You Will Do / What You Will Own
- Assist with handling various forms and inquiries from Investor Specialists related to new client account applications, trade requests and other documents that need to be processes
- Manage the process of transferring accounts to/from other institutions to ensure a smooth transition for clients
- Work closely with the Investor Specialist team to manage the settlement of estate accounts, ensuring all required documentation is collected and the process is completed in a timely and efficient manner
- Monitor and process daily cash movements into the funds, ensuring accuracy and reconciliation of any discrepancies
- Monitor and track daily valuations, ensuring they are accurate and reconciling any differences
- Communicate and collaborate with Investor Specialists on any unresolved issues to ensure efficient resolution
- Liaise with external stakeholders or partners to address and resolve unexpected problems that may arise
- Contribute to various projects by providing support and insight with the aim to optimize service delivery
- Be passionate about client service – willing to go the extra mile for the client.
- Investigate opportunities to reconcile routine cash movements and flags exceptions automatically (ie. Automation of first-pass validation on daily fund valuations, pre-fills of standard account application and transfer forms, tracking documentation status, generates routine status updates for Investor Specialists)
What You Will Bring
- 2-4 years of proven professional experience in client servicing or operations roles.
- 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 must be able to prioritize and execute multiple tasks in a fast-paced environment, providing fast, friendly, and accurate service.
- Experience in the wealth management or financial services industry. Good understanding of wealth management operations and working cross-functionally with…
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