Client Service Associate

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

At CI, we see a great place to work as one that is a safe place for everyone to have a voice, where people are empowered to take ownership over meaningful work, where there is an opportunity to grow through stretching themselves, where they can work on innovative products and projects, and where employees are supported and engaged in doing so.

As Client Service Associate at CI Financial, you will be instrumental in collaborating with internal and external stakeholders to provide exceptional client support to our Financial Advisors. In this role, the successful candidate will work to gather information and create solutions to assist our advisors in their daily operations. The Client Experience Team is the ‘go to’ for our Investment Advisor clients and the corresponding relationship is based on the trust they have in our expertise and ability to support them effectively. We are looking for someone who works calmly in a fast-paced environment and ensures work is completed in a timely fashion. This is a client-facing role that requires a heightened level of experience working within the financial services industry. After your initial training period, you will service a set group of advisors allowing you to get to know them and their business. You will also be part of a team so that you are working with a consistent group of team members which will empower you to collaborate to provide amazing service. This role will be a hybrid role and based in Calgary, with a requirement of being in the office three days a week.

WHAT YOU WILL DO

• Collaborate within a team approach to support Advisors in process-related matters and handle complex inquiries.
• Directly engage with operations and back office team members to process documentation and troubleshoot operational and account issues.
• Work closely with colleagues across the organization to facilitate daily activities, ensuring seamless operations.
• Process financial transactions related to Dealer activity, ensuring precision and compliance.
• Raise and track client and operational issues, promptly escalating matters as required.
• Apply creative and out-of-the-box thinking when dealing with unique inquiries.

WHAT YOU WILL BRING

• 2-3 years’ experience providing client service in the investment, banking or related industries – focus on very strong client service skills
• Fluency in English (verbal and written)
• Industry related academic experience (ex. CSC, CPH) or an evidenced commitment towards further education
• Strong MS Office skills (Outlook, Word and Excel)
• Team Player with friendly personality and strong communication skills
• Proven ability to manage high volumes with a positive and professional attitude
• Calm approach to a dynamic and fast-paced environment
• Demonstrated collaborative approach to problem-solving
• Service-oriented personality

CI Financial is an independent company offering global wealth management and asset management advisory services through diverse financial services firms. Since 1965, we have consistently anticipated and responded to the changing needs of investors. We are driven by a commitment to provide individuals and institutions with the highest-quality investments and advice. Our commitment to the highest levels of performance means that whatever their position, CI employees must be comfortable in a fast-paced environment that will stretch them to tap into their highest potential. Employees with a healthy dose of ambition, a desire to commit to a curious mindset for continuous learning, and a willingness to go the extra mile thrive at CI.

WHAT WE OFFER

• Modern HQ location within walking distance from Union Station
• Training Reimbursement
• Paid Professional Designations
• Employee Savings Plan (ESP)
• Corporate Discount Program
• Enhanced group benefits
• Parental Leave Top–up program
• Fitness membership discounts

We are focused on building a diverse and inclusive workforce. If you are excited about this role and are not confident you meet all the qualification requirements, we encourage you to apply to investigate the opportunity further.

Please submit your resume in confidence by clicking “Apply”. Only qualified candidates selected for an interview will be contacted. CI Financial Corp. and all of our affiliates (“CI”) are committed to fair and accessible employment practices and provide reasonable accommodations for persons with disabilities. If you require accommodations in order to apply for any job opportunities, require this posting in an additional format, or require accommodation at any stage of the recruitment process please contact us at [e-mail], or call 416-364-1145 ext. 4747.