CI Financial Client Service Specialist

Drive client success as a Client Service Specialist at CI Financial in Toronto. Engage closely with Financial Advisors to ensure top-tier support and seamless operations.

This full-time position calls for individuals with 1-3 years in client service, specifically in investment or banking contexts. As part of the Client Experience Team, you will collaborate with internal and external stakeholders to address complex inquiries and create impactful solutions. Your calm approach and proactive problem-solving will be crucial in managing daily challenges effectively.

Key Responsibilities:

• Collaborate with Advisors on process-related support

• Work with operations for timely issue resolution

• Facilitate efficient daily activities within the team

• Ensure compliance while processing financial transactions

• Escalate and track issues for resolution

Requirements:

• 1-3 years of client service experience

• Relevant academic qualifications or commitment to education

• Strong skills in MS Office applications

• Effective communicator and team player

• Ability to thrive in a busy environment

Capitalize on your expertise in client service to assist CI Financial Advisors and foster exceptional client satisfaction.
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