Support Specialist - Calgary, Canada - ATB Financial

ATB Financial

Verified Company

Calgary, Canada

2 weeks ago

Posted by:

Sophia Lee

beBee Recruiter

Description

OUR BOTTOM LINE IS DIFFERENT.
There's something special about working at ATB, and it's been recognized on every top employer list that matters.

Maybe it's our exceptional culture where your total wellness is supported through market-leading benefits and you're free to bring your whole self to work.

Maybe it's our commitment to a growth mindset and our unrelenting thirst for making it possible for fellow Albertans—even the ones who aren't our clients.

Whatever it is, you won't find a more genuine, driven and knowledgeable group of humans anywhere. We foster a culture of purpose, performance and possibilities. We engage with intense curiosity, and bring our whole selves to work, every day. We know it starts with people like you, so take a chance and start with us.

Department:
ATB Wealth

Job Number:
REQ5697

Location:
Calgary AB (Hybrid)

Paygrade:
I - OTH

System Title:
Fulfilment & Servicing, Investment Ops 4

Positions available: 1

Leader Name:
Manager, Processing Operations

Reporting to the Manager Processing Operations, the Specialist I, Support role is integral to the successful partnership with our Financial Advisor teams in order to provide the best
- in-class service to our clients. The Specialist I, Support team member will not only be curious and hungry for knowledge, but will demonstrate the ability to be a part of problem resolution both independently and within teams in order to build strong relationships with our partners. In this role The Specialist I will be forward thinking, a master problem solver, agile, and adaptable to our industry and clients' changing needs.

You will find success based on your ability to:

Connect and cultivate productive working relationships with Financial Advisor Associates, Portfolio Associates, Financial Advisors, Senior Financial Advisors, and Investment Counselors in addition to internal ATB partners
Successfully provide clear communication and solutions to client inquiries while demonstrating effective management of risk with guidance or direction
Demonstrate and maintain a working knowledge in at least one core area of operations including, but not limited to, Account Maintenance, Transfers, Plan Administration, Corporate Actions, Trading, and Tax. with a high degree of focus on the client experience
Look at problems through several lenses, help identify gaps and themes in the support and learning models, and be involved in the solution by creating supporting documentation including job aids for various audiences. Ability to lead or assist in training sessions is an asset
Have a critical thinking mindset when collaborating with internal and external teams to come up with support solutions for customers
An ability to document new, or changes to existing, processes in a clear and concise manner that can be used in process manuals and guides
Maintain a working knowledge of Dataphile and Salesforce

Requirements:

Strong understanding of the investment industry including operational processes with some understanding of compliance and risk management
Ability to work under high pressure situations and meet/exceed product/service standards and quality standards
A customer obsessed mindset
Canadian Securities Course
Post secondary education in business or equivalent experience in a related field
57 years experience in the securities industry
Experience with, or knowledge of, Financial Advisor practices would be a strong asset
Strong documentation skills and knowledge of Google Suite products a strong asset

At ATB, we know that as you develop in your career, you gain many transferable skills. If you believe your experience and qualities are what we are looking for, please consider applying

Benefits

Be great. Be you. Believe.

What happens next?

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