Client Service Associate

CI Financial; Toronto; Hybrid; CAD 43.000 - 71.000; Vollzeit

Benefits dieser Stelle

Health insurance

Wellness programs

Retirement savings plans

Paid holidays & vacation

Education-related programs

Paid time off for volunteering

Zusammenfassung

CI Financial in Toronto is seeking a Client Service Associate to support Investment Advisors and clients with accuracy and professionalism. You will handle inquiries, process documentation, and collaborate with back-office teams to ensure seamless operations.

The role requires 2–3 years in client service within financial services, fluency in English, and strong MS Office skills. This hybrid role is based in Toronto and offers a comprehensive benefits package and growth opportunities.

Qualifikationen

• 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 (e.g. CSC, CPH) or demonstrated commitment to further education
• Strong MS Office skills (Outlook, Word, Excel)

Aufgaben

• 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 issues.
• Process financial transactions related to Dealer activity with precision and compliance.
• Raise and track client and operational issues, escalating matters as required.

Kenntnisse

Client service

Team collaboration

MS Office

Calm under pressure

Ausbildung

Industry-related coursework (CSC/CPH)

Jobbeschreibung

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 Toronto, ON with a requirement of being in the office four days a week.WHAT YOU WILL DOCollaborate 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 BRING2-3 years’ experience providing client service in the investment, banking or related industries – focus on very strong client service skillsFluency in English (verbal and written)Industry related academic experience (ex. CSC, CPH) or an evidenced commitment towards further educationStrong MS Office skills (Outlook, Word and Excel)Team Player with friendly personality and strong communication skillsProven ability to manage high volumes with a positive and professional attitudeCalm approach to a dynamic and fast-paced environmentDemonstrated collaborative approach to problem-solvingStrong communication skillsService-oriented personalityThis role follows our in‑office work model and requires employees to be onsite four days per week to support collaboration and business needs.This opportunity is for an existing vacancy with the company. The anticipated base salary range for this position is $42,500 to $71,000. Exact salary depends on several factors such as experience, skills, education, and budget. Salary range may vary based on geographic location. In addition to base salary, this position is eligible for participation in a bonus program. In addition, The Company offers a variety of benefits to eligible employees, including health insurance coverage, wellness programs, life and disability insurance, retirement savings plans, paid leave programs, education-related programs, paid holidays and vacation time, and many others. Many of these benefits are subsidized or fully paid for by the company.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.A Supportive Environment for SuccessWe offer an in-office environment, competitive benefits, and a supportive workplace to help our employees thrive both personally and professionally.WHAT WE OFFERModern HQ location within walking distance from Union StationTraining ReimbursementPaid Professional DesignationsEmployee Savings Plan (ESP)Corporate Discount ProgramEnhanced group benefitsParental Leave Top–up programPaid time off for VolunteeringWe 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.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.