More jobs:
New Business Coordinator at CI Financial
Job Description & How to Apply Below
Take your career to the next level as a New Business Coordinator at CI Financial. Focus on advisor onboarding while enhancing your skills in a supportive environment.
CI Financial is looking for a proactive New Business Coordinator to evolve advisor transitions and onboarding experiences. This newly created role requires adept navigation of changing priorities and meticulous attention to detail in all processes. Embrace an opportunity to help drive the team’s growth.
Key Responsibilities:
• Coordinate and manage advisor onboarding phases
• Facilitate accurate licensing and code setup
• Track and verify asset transfers and account data
• Communicate efficiently with internal and external partners
• Maintain organized records within workflow systems
Requirements:
• 2-3 years of experience in client service or operations
• Strong organizational and problem-solving skills
• Comfortable working with ambiguity
• Ability to manage multiple tasks concurrently
• Self-driven with high accountability and initiative
Leverage your onboarding expertise and problem-solving abilities at CI Financial to support a transforming team.
To View & Apply for jobs on this site that accept applications from your location or country, tap the button below to make a Search.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
Search for further Jobs Here:
×