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About the Role
As Client Service Associate at CI Financial, you will collaborate with internal and external stakeholders to provide exceptional client support to Financial Advisors. You will gather information and create solutions to assist advisors in their daily operations, acting as the primary point of contact for Investment Advisor clients. This client-facing role requires experience in the financial services industry, a calm demeanor in a fast-paced environment, and timely completion of work. After training, you will service a set group of advisors and work within a team to provide amazing service.
Responsibilities
- Collaborate within a team approach to support Advisors in process-related matters and handle complex inquiries.
- Directly engage with operations and back office team members to process documentation and troubleshoot operational and account issues.
- Work closely with colleagues across the organization to facilitate daily activities, ensuring seamless operations.
- Process financial transactions related to Dealer activity, ensuring precision and compliance.
- Raise and track client and operational issues, promptly escalating matters as required.
- Apply creative and out-of-the-box thinking when dealing with unique inquiries.
Requirements
- 2-3 years’ experience providing client service in the investment, banking or related industries – focus on very strong client service skills
- An undergraduate degree in business, finance or a related field
- Fluency in English (verbal and written)
- Industry related academic experience (ex. CSC, CPH) or an evidenced commitment towards further education
- Strong MS Office skills (Outlook, Word and Excel)
- Team Player with friendly personality and strong communication skills
- Proven ability to manage high volumes with a positive and professional attitude
- Calm approach to a dynamic and fast-paced environment
- Demonstrated collaborative approach to problem-solving
- Strong communication skills
- Service-oriented personality
Skills
- Client service
- Financial services industry
- MS Office (Outlook, Word and Excel)
- Communication skills
- Problem-solving
Location
- Onsite
Work Type
- In-office
- Full-time
Experience Level
- 2-3 years
Education Level
- Undergraduate degree in business, finance or a related field
Salary/Compensations
- $42,500 to $71,000
- Eligible for participation in a bonus program
Benefits
- Health insurance coverage
- Wellness programs
- Life and disability insurance
- Retirement savings plans
- Paid leave programs
- Education-related programs
- Paid holidays
- Vacation time
- Modern HQ location within walking distance from Union Station
- Training Reimbursement
- Paid Professional Designations
- Employee Savings Plan (ESP)
- Corporate Discount Program
- Enhanced group benefits
- Parental Leave Top–up program
- Paid time off for Volunteering
About the Company
- CI Financial is an independent company offering global wealth management and asset management advisory services through diverse financial services firms.
- Since 1965, we have consistently anticipated and responded to the changing needs of investors.
- We are driven by a commitment to provide individuals and institutions with the highest-quality investments and advice.
- Our commitment to the highest levels of performance means that whatever their position, CI employees must be comfortable in a fast-paced environment that will stretch them to tap into their highest potential.
- Employees with a healthy dose of ambition, a desire to commit to a curious mindset for continuous learning, and a willingness to go the extra mile thrive at CI.
- We offer an in-office environment, competitive benefits, and a supportive workplace to help our employees thrive both personally and professionally.
Equal Opportunity
- We are focused on building a diverse and inclusive workforce.
- If you are excited about this role and are not confident you meet all the qualification requirements, we encourage you to apply to investigate the opportunity further.
- CI Financial Corp. and all of our affiliates (“CI”) are committed to fair and accessible employment practices and provide reasonable accommodations for persons with disabilities.
- If you require accommodations in order to apply for any job opportunities, require this posting in an additional format, or require accommodation at any stage of the recruitment process please contact us at accessible.recruitment@ci.com, or call 416-364-1145 ext. 4747.