Our client is seeking a Bilingual Client Transition Administrator to join their Operations team in a dynamic and fast-paced environment. Reporting to the Senior Manager of the Transitions Team, this role focuses on delivering high-quality customer service by managing all aspects of onboarding new advisors. This position requires strong bilingual communication skills in English and French and a commitment to maintaining an exceptional customer experience throughout the onboarding process.

Roles and Responsibilities

1. New Advisor Onboarding:

• Resolve escalations related to new advisor transitions promptly and accurately.
• Apply strong business acumen and investigative skills to address issues with urgency and exceptional service.

2. Documentation and Compliance:

• Navigate and manage essential business processes, including documentation requirements, product knowledge, and CIRO-governed systems.
• Maintain client onboarding data accuracy to ensure seamless advisor access to digital client packages.

3. Collaboration and Communication:

• Collaborate with internal and external partners to gather necessary information and facilitate efficient workflows.
• Coordinate with impacted teams, provide timely updates, and ensure task completion to enhance the client experience.

4. Account Management:

• Oversee tasks related to client setup, including banking arrangements, transfers, income profiles, systematic events, and managed accounts, while meeting SLAs.
• Update account information and ensure compliance with CRA and IRS residency certification requirements.

5. Client Preferences and Notifications:

• Manage and update client preferences for e-delivery, statements, confirmations, and tax forms, ensuring smooth communication.

Qualifications and Skills

• Bilingual proficiency in English and French (required).
• Post-secondary education or equivalent experience.
• Previous experience in brokerage operations or advisor onboarding transitions.
• Strong communication, organizational, and problem-solving skills.
• Exceptional attention to detail and ability to work independently and collaboratively in a team environment.