Service Associate

CI Financial; Vancouver; On-site; CAD 43,000 - 70,000; Full time

Benefits offered by this job

Training Reimbursement

Paid Professional Designations

Employee Share Purchase Program (ESPP)

Enhanced group benefits

Parental Leave Top-up program

Fitness membership discounts

Volunteer paid Days

Job summary

A financial services firm in Vancouver is seeking a Service Associate to support operations and administration. The role is client-facing and requires strong interpersonal skills. Candidates should have at least 2 years of experience in financial services and proficiency in MS Office. This position offers a comprehensive benefits package including a training reimbursement program and paid professional designations.

Qualifications

• Minimum of 2 years’ experience in financial services with a focus on operations and client services.
• Ability to work efficiently under pressure with a keen attention to detail.
• Self-motivated with a positive attitude.

Responsibilities

• Process daily mutual fund, stock, and bond trades accurately.
• Prepare paperwork for investment transactions.
• Manage and maintain filing systems.
• Liaise with the Assante back office on administration issues.

Skills

Attention to detail

Client service

Verbal communication

Written communication

Problem-solving

Team collaboration

Analytical skills

Organizational skills

Education

Post-secondary education

Tools

MS Office Suite

DocuSign

Salesforce

Job description

Base pay range

$43,000.00/yr - $70,000.00/yr

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 Vancouver and support the operations and administration of a Financial Advisor 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. This is a client‑facing role that requires strong interpersonal skills and a commitment to delivering exceptional service to our clients.

What you 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.

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.

Benefits

Training Reimbursement

Paid Professional Designations

Employee Share Purchase Program (ESPP)

Enhanced group benefits

Parental Leave Top‑up program

Fitness membership discounts

Volunteer paid Days

We are focused on building a diverse and inclusive workforce. If you are excited about this role and are not confident you meet all the qualification requirements, we encourage you to apply to investigate the opportunity further.

Please submit your resume in confidence by clicking “Apply”. Only qualified candidates selected for an interview will be contacted. 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.