Client-Focused Service Associate

Join CI as a Service Associate in Vancouver to deliver exceptional client service while supporting Financial Advisors. Leverage your interpersonal skills and organizational abilities in a fast-paced environment.

This client-facing role demands a minimum of two years' experience in financial services, focusing on operations and client services. As a Service Associate at Assante Capital Management, you will facilitate account management while ensuring smooth team operations. Strong communication and analytical skills are crucial for success in this dynamic atmosphere.

Key Responsibilities:

• Process daily mutual fund, stock, and bond trades accurately

• Prepare investment paperwork including purchases and redemptions

• Manage and maintain organized filing systems

• Liaise with back office on transfers and administrative tasks

• Assist in coordinating digital marketing efforts

Requirements:

• Minimum 2 years’ experience in financial services

• Post-secondary education required

• Proficiency in MS Office Suite

• Familiarity with Docu Sign and Salesforce is advantageous

• Strong attention to detail and problem-solving skills

Enhance your career by bringing your financial and administrative expertise to CI's dedicated Vancouver team.
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