Client Services & Trade Ops Associate

CI Financial; Brockville; On-site; CAD 40,000 - 60,000; Full time

Job summary

A financial services firm in Brockville seeks a Service Associate to support the operations of a Financial Advisor. This client-facing role requires excellent communication skills and at least 2 years of experience in the financial services industry. Responsibilities include processing trades and managing client interactions. The company offers comprehensive benefits and a supportive work environment.

Benefits

Equipment Purchase Program

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

Qualifications

• Minimum 2 years' experience in the financial services industry.
• Ability to work efficiently under pressure.
• Self-motivated with a positive attitude.

Responsibilities

• Process daily mutual fund, stock, and bond trades.
• Prepare paperwork for investment transactions.
• Liaise with back office on administrative issues.

Skills

Client services experience

Attention to detail

Verbal communication skills

Written communication skills

Team collaboration

Problem-solving skills

Time management

Education

Post-secondary education

Tools

MS Office Suite

DocuSign

Salesforce

Job description

A financial services firm in Brockville seeks a Service Associate to support the operations of a Financial Advisor. This client-facing role requires excellent communication skills and at least 2 years of experience in the financial services industry. Responsibilities include processing trades and managing client interactions. The company offers comprehensive benefits and a supportive work environment.