Client Service Associate

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 ‘go to’ 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.

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 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

This role follows our in‑office work model and requires employees to be onsite four days per week to support collaboration and business needs.

This opportunity is for an existing vacancy with the company. The anticipated base salary range for this position is $42,500to $71,000. Exactsalary 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.

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…