Client Experience Specialist - Financial Services

CI Financial; Calgary; Hybrid; CAD 50,000 - 70,000; Full time

Benefits offered by this job

Training Reimbursement

Paid Professional Designations

Employee Savings Plan

Corporate Discount Program

Enhanced group benefits

Parental Leave Top-up program

Fitness membership discounts

Job summary

A financial services firm in Calgary is seeking a Client Service Associate to support Financial Advisors by providing exceptional client service. The role involves collaborating with various stakeholders to resolve inquiries and process financial transactions. Ideal candidates have 2-3 years of experience in the financial services industry, strong MS Office skills, and a calm demeanor in a fast-paced environment. The position offers a hybrid work model, requiring office attendance three days a week.

Qualifications

• 2-3 years’ experience in client service within investment or banking.
• Ability to manage high volumes with a positive attitude.
• Calm under fast-paced conditions.

Responsibilities

• Collaborate with Advisors on process-related matters.
• Engage with operations to process documentation.
• Process financial transactions related to Dealer activity.
• Raise and track client and operational issues.

Skills

Client service skills

Fluency in English

MS Office skills

Communication skills

Problem-solving

Education

Industry related academic experience (ex. CSC, CPH)

Job description

A financial services firm in Calgary is seeking a Client Service Associate to support Financial Advisors by providing exceptional client service. The role involves collaborating with various stakeholders to resolve inquiries and process financial transactions. Ideal candidates have 2-3 years of experience in the financial services industry, strong MS Office skills, and a calm demeanor in a fast-paced environment. The position offers a hybrid work model, requiring office attendance three days a week.