Associé Service Client & Opérations Financières

CI Investments Inc.; Dorval; Presencial; CAD 65.000 - 90.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Training Reimbursement

Paid Professional Designations

Employee Savings Plan (ESP)

Corporate Discount Program

Enhanced group benefits

Parental Leave

Top–up program

Paid time off for Volunteering

Descripción de la vacante

CI Financial is seeking an Associate, Client Service to support the wealth management and asset management advisory services. You will manage account transactions, execute administrative tasks, and collaborate with the Assante support team to ensure smooth operations.

The role requires a postsecondary degree and at least two years in financial services, with strong communication and organizational skills. On-site four days a week at our Dorval/Brossard location, you will help maintain high

Formación

• 2+ years in financial services operations or client service.
• Postsecondary diploma or degree.
• Strong verbal and written communication skills.
• Proficiency with MS Office; ability to manage documents and data accurately.
• Knowledge of DocuSign and Salesforce is a plus.

Responsabilidades

• Process daily fund, equity, and fixed-income transactions with accuracy.
• Prepare documentation for purchases, redemptions, exchanges, and transfers.
• Maintain filing and archiving systems.
• Handle non-financial administrative requests efficiently.
• Collaborate with Assante support for transfers and file maintenance.
• Support digital marketing coordination activities.
• Assist new national account clients and guide them to CI Assante resources.

Conocimientos

Communication skills

Oral and written communication

Microsoft Office

DocuSign

Salesforce

Analytical ability

Administrative skills

Team collaboration

Detail-oriented

Ability to work under pressure

Educación

Postsecondary degree

Herramientas

DocuSign

Salesforce

Microsoft Office

Descripción del empleo

CI Financial is seeking an Associate, Client Service to support the wealth management and asset management advisory services. You will manage account transactions, execute administrative tasks, and collaborate with the Assante support team to ensure smooth operations.

The role requires a postsecondary degree and at least two years in financial services, with strong communication and organizational skills. On-site four days a week at our Dorval/Brossard location, you will help maintain high