Financial Services Client Success Associate

CI Financial Corp.; Smiths Falls; On-site; CAD 50,000 - 70,000; Full time

Job summary

A leading financial services firm in Canada is seeking a driven individual to manage client inquiries and relationship building. The ideal candidate will have a Bachelor’s degree in Business or Finance, along with at least a year of experience in the financial industry. Excellent communication and organizational skills are essential. The position offers opportunities for growth and various employee benefits.

Benefits

Modern HQ location

Equipment Purchase Program

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, trading or brokerage experience preferred.
• Self-initiated, fast learner with a positive attitude.
• Successful completion of CSC, CPH & TTC courses.

Responsibilities

• Respond to client inquiries promptly and professionally.
• Maintain record of requests for follow up.
• Establish and nurture positive client relationships.

Skills

Excellent communication skills

Customer service experience

Organized

Detail oriented

Ability to work in fast-paced environment

Education

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

Tools

Microsoft Office Suite - Word, Excel, Outlook

Trading platforms

Job description

A leading financial services firm in Canada is seeking a driven individual to manage client inquiries and relationship building. The ideal candidate will have a Bachelor’s degree in Business or Finance, along with at least a year of experience in the financial industry. Excellent communication and organizational skills are essential. The position offers opportunities for growth and various employee benefits.