Service Associate

CI Financial; Ottawa; On-site; CAD 43,000 - 71,000; Full time

Benefits offered by this job

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

Job summary

CI Financial in Ottawa seeks a Service Associate to help the National Accounts Financial Advisor team operate smoothly and efficiently. You will process trades and prepare paperwork for investments, while maintaining files and coordinating with back-office teams.

You will be the first point of contact for new National Account clients, triaging with CI Assante resources and supporting digital marketing coordination. A strong team player with attention to detail will thrive here.

Qualifications

• Minimum of 2 years’ experience in financial services with focus on operations and client services.
• 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.

Responsibilities

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

Skills

Financial services operations

Verbal & written communication

MS Office proficiency

Analytical & organizational skills

Team collaboration

Self-motivated

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.

This opportunity is for an existing vacancy with the company. 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. In addition, The Company offers a variety of benefits to eligible employees, including health insurance coverage, wellness programs, life and disability insurance, retirement savings plans, paid leave programs, education-related programs, paid holidays and vacation time, and many others. Many of these benefits are subsidized or fully paid for by the company

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.

A Supportive Environment for Success

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

WHAT WE OFFER

• 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

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. 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 [e-mail], or call 416-364-1145 ext. 4747.