Client Service Coordinator in Finance

Join CI Financial as a Client Service Coordinator, focused on onboarding and supporting new advisors from a downtown HQ. This in-office role emphasizes documentation accuracy and client care.

As a Client Service Coordinator, you'll have a vital role in linking new advisors and branches. With at least two years in the financial sector, you will assist with branch set-up, training, and monitoring documentation for compliance. Your organizational skills and attention to detail will ensure a superior client experience and adherence to quality control standards.

Key Responsibilities:

• Support onboarding of new branches and advisors

• Train teams on processes and documentation

• Manage updates and transfers efficiently

• Ensure timely and accurate client service responses

• Assist with departmental initiatives and automation efforts

Requirements:

• Minimum 2 years of experience in finance

• Background in client service and financial processing preferred

• Post-secondary education is necessary

• Excellent verbal and written communication skills

• Must respect confidentiality and demonstrate accuracy

Leverage your client-centric approach and financial expertise at CI Financial.
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