Client Services Representative (Contract)

CI Financial Corp.; Smiths Falls; On-site; CAD 30,000 - 60,000; Full time

Job summary

A financial services firm in Smiths Falls is seeking a Client Service Representative for a 12-month contract. The role involves resolving client inquiries, maintaining records, and establishing positive client relationships. Candidates should have a Bachelor's degree in Business or Finance, communication skills, and relevant experience in the financial industry. The firm offers training reimbursement, paid professional designations, and enhanced benefits.

Benefits

Training Reimbursement

Paid Professional Designations

Employee Share Purchase Program

Corporate Discount Program

Enhanced group benefits

Parental Leave Top–up program

Fitness membership discounts

Volunteer paid Days

Qualifications

• Minimum of 1-year experience in the financial industry with trading or brokerage experience preferred.
• Successful completion of CSC, CPH & TTC (Trader Training Course) courses.

Responsibilities

• Respond, investigate and resolve client inquiries via various communication channels.
• Maintain record of requests for follow up purposes.
• Establish and nurture positive relationship with clients.
• Other office duties, administrative tasks, and ad hoc projects.

Skills

Excellent communication skills

Customer service experience

Organized and detail oriented

Ability to work in fast-paced environments

Self-initiated and fast learner

Education

Bachelor’s degree in Business, Finance, or related field

Tools

Microsoft Office Suite

Trading platforms

Job description

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.

Fixed Term : 12 Months Contract

WHAT YOU WILL DO

• Respond, investigate and resolve client inquiries via various communication channels in a prompt, courteous, and professional manner
• Maintain record of requests for follow up purposes
• Establish and nurture positive relationship with clients
• Other office duties, administrative tasks, and ad hoc projects relevant to the position shall be assigned as required

WHAT YOU WILL BRING

• Bachelor’s degree in Business, Finance, or related field of study
• Minimum of 1-year experience in the financial industry with trading or brokerage experience preferred
• Excellent communication skills
• Proficient in Windows and Microsoft Office Suite - Word, Excel, Outlook
• Customer service experience is preferred
• Self-initiated, fast learner with a positive attitude
• Organized, detail oriented and hardworking character
• Ability to work in fast-paced and challenging environment
• Knowledge and experience with trading platforms
• Understanding of online investing products & services
• Successful completion of CSC, CPH & TTC (Trader Training Course) courses.

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.

WHAT WE OFFER

• Modern HQ location within walking distance from Union Station
• Training Reimbursement
• Paid Professional Designations
• Employee Share Purchase Program (ESPP)
• Corporate Discount Program
• Enhanced group benefits
• Parental Leave Top–up program
• Fitness membership discounts
• Volunteer paid Days

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 [email protected], or call ext. 4747.