Job Description
Job Description
Job Description
Description
At CI, we see a great place to work as one that is a safe place for everyone to have a voice, where people are empowered to take ownership over meaningful work, where there is an opportunity to grow through stretching themselves, where they can work on innovative products and projects, and where employees are supported and engaged in doing so.
As Client Service Associate at CI Financial, you will be instrumental in collaborating with internal and external stakeholders to provide exceptional client support to our Financial Advisors. In this role, the successful candidate will work to gather information and create solutions to assist our advisors in their daily operations. The Client Experience Team is the âgo toâ for our Investment Advisor clients and the corresponding relationship is based on the trust they have in our expertise and ability to support them effectively. We are looking for someone who works calmly in a fast-paced environment and ensures work is completed in a timely fashion. This is a client-facing role that requires a heightened level of experience working within the financial services industry. After your initial training period, you will service a set group of advisors allowing you to get to know them and their business. You will also be part of a team so that you are working with a consistent group of team members which will empower you to collaborate to provide amazing service.Â
WHAT YOU WILL DO
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.
WHAT YOU WILL BRING
2-3 yearsâ experience providing client service in the investment, banking or related industries â focus on very strong client service skills
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
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.Â
WHAT WE OFFERÂ
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 Topâup program
Fitness membership discounts
Volunteer Paid Day
This opportunity is for an existing vacancy with the company. The anticipated base salary range for this position isâŻ$34,320 to $58,500. Exact salary depends on several factors such as experience, skills, education, and budget. Salary range may vary based on geographic location. In addition to base salary, this position is eligible for participation in a bonus program. In addition, The Company offers a variety of benefits to eligible employees, including health insurance coverage, wellness programs, life and disability insurance, retirement savings plans, paid leave programs, education-related programs, paid holidays and vacation time, and many others. Many of these benefits are subsidized or fully paid for by the company.
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.
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Please submit your resume in confidence by clicking âApplyâ. Only qualified candidates selected for an interview will be contacted. CI Financial Corp. and all of our affiliates (âCIâ) 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.