Financial Client Services Specialist (12-Month 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

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.