Client Services Sales Specialist

4 weeks ago

Vancouver BC, Canada CI Financial Full time €55,000 - €65,000

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 Sales and Service Administrator to join our Assante Private Client team. In this role, the successful candidate will be an enthusiastic and positive person with excellent organizational, communication and computer skills, along with the ability to prioritize and manage a complex workload. In addition to administrative duties, the successful candidate will be responsible for providing assistance to advisors with various financial tasks.

Liaise and maintain strong relationships with internal departments (PC admin, Investment Policy (IP) Group, PC trading desk, Managed Solutions), ICs and Custodians (RBC Investor Services, NBCN)
Prepare new account paperwork, trade documents, and verify transaction completion
Maintain various databases, records, and monthly reports
Ad hoc administrative tasks and special projects as assigned
Investigate account-related problems, recommend, and implement the best-possible agreed-upon solution for the client in a timely manner

Minimum of 2 to 3 years of administrative assistant experience;
Experience in a Financial Services environment;
Knowledge of investment products (such as Mutual Funds, RRSP, RRIF, administrative tax knowledge) a must
Strong MS Office skills (Word, Excel, Outlook, PowerPoint)

CI Financial is an independent company offering global wealth management and asset management advisory services through diverse financial services firms. 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. Flexible & Hybrid Work Program
Training Reimbursement
Corporate Discount Program
We are focused on building a diverse and inclusive workforce. 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 accessible.

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