Service Associate

CI Investments Inc.; Ottawa; On-site; CAD 43,000 - 71,000; Full time

Benefits offered by this job

Health insurance coverage

Wellness programs

Life and disability insurance

Retirement savings plans

Paid leave programs

Education-related programs

Paid holidays and vacation time

Training Reimbursement

Employee Savings Plan (ESP)

Corporate Discount Program

Parental Leave

Top-up program

Paid time off for Volunteering

Job summary

CI Investments Inc. in Ottawa is seeking a Service Associate to support the National Accounts Financial Advisor team. The role focuses on account management, trades, and administrative tasks to ensure smooth operations within Assante Capital Management.

The ideal candidate has at least two years in financial services operations, solid communication skills, and proficiency with MS Office. Knowledge of DocuSign or Salesforce is a plus, and a collaborative, detail-oriented mindset is essential.

Qualifications

• Minimum of 2 years of experience in financial services operations and client services.
• Post-secondary education required.
• Ability to meet deadlines and work under pressure with attention to detail.
• Excellent verbal and written communication skills.
• Proficiency in MS Office Suite.
• Familiarity with DocuSign and Salesforce is a plus.

Responsibilities

• Process daily mutual fund, stock, and bond trades.
• Prepare paperwork for investment purchases, redemptions, switches, and in-kind transfers.
• Manage and maintain filing systems.
• Update and maintain non-financial requests.
• Coordinate with Assante back office on transfers and administration issues.
• Assist with coordinating digital marketing.
• Be the first point of contact for new National Account clients and triage with CI Assante resources.

Skills

Verbal and written communication

Attention to detail

Time management

Team collaboration

Problem solving

Organizational skills

MS Office proficiency

Self-motivated

Adaptability under pressure

Education

Post-secondary education

Tools

DocuSign

Salesforce

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. We are currently seeking a Service Associate to join our team in Ottawa and support the operations of the National Accounts Financial Advisor team at Assante Capital Management. The Service Associate will play a crucial role in facilitating account management and administrative tasks to ensure the smooth operation of the team.

WHAT YOU WILL DO

• Accurately process daily mutual fund, stock, and bond trades.
• Prepare paperwork for investment purchases, redemptions, switches, and in-kind transfers.
• Manage and maintain filing systems.
• Update and maintain non financial requests.
• Liaise with Assante back office on transfers, administration issues, and maintenance tasks.
• Assist with coordinating digital marketing.
• Be the first point of contact for new National Account clients and triage with the appropriate CI Assante resources.

WHAT YOU WILL BRING

• A minimum of 2 years’ experience in financial services industry with a focus on operations and client’s services.
• Post-secondary education.
• Ability to meet deadlines and work efficiently under pressure, with a keen attention to detail.
• Excellent verbal and written communication skills.
• Proficiency in MS Office Suite (Word, Excel, Outlook, PowerPoint).
• Familiarity with DocuSign, and Salesforce is a plus.
• Strong analytical, administrative, problem-solving, and organizational skills.
• Self-motivated with a positive attitude.
• Proven ability to collaborate well in a team environment and maintain professionalism in a fast-paced setting with tight deadlines.

Salary

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.

Benefits

• Health insurance coverage
• Wellness programs
• Life and disability insurance
• Retirement savings plans
• Paid leave programs
• Education-related programs
• Paid holidays and vacation time
• Many others

What We Offer

• Modern HQ location within walking distance from Union Station
• Training Reimbursement
• Paid Professional Designations
• Employee Savings Plan (ESP)
• Corporate Discount Program
• Enhanced group benefits
• Parental Leave
• Top-up program
• Paid time off for Volunteering

Company Culture

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.

We offer an in-office environment, competitive benefits, and a supportive workplace to help our employees thrive both personally and professionally.

We are focused on building a diverse and inclusive workforce.

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.