CI Wealth Client Service Associate

Location: Dorval

Join CI Wealth's dynamic team as a Client Service Associate in Dorval or Brassard. Focus on enhancing client satisfaction while managing essential operational tasks for our advisory group.

As a Client Service Associate, you will harness your 2+ years of financial services experience to accurately manage transactions and support our team’s administrative functions. Your keen attention to detail will ensure efficient operations and strengthen client interactions throughout the service journey.

Key Responsibilities:

• Accurately execute daily trades for mutual funds and stocks

• Prepare necessary paperwork for investment activities

• Organize and maintain filing systems and requests

• Liaise with Assante on administrative issues

• Assist in digital marketing activity coordination

Requirements:

• At least 2 years of relevant experience in finance

• Post-secondary diploma required

• Excellent communication skills in English

• Strong organizational and analytical abilities

• Proficient in MS Office, with additional experience in Salesforce being a bonus

Drive excellence in client relations and service operations at CI Wealth.
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