Investment Operations Client Experience Associate
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Support client experience at CI Financial’s Toronto head office through relationship management, service delivery, and analytical problem-solving. This fixed-term role follows an in-office model four days weekly.
As an Investment Operations Associate, you will serve CIIS clients, Introducing/Carrying Brokers, and Portfolio Managers. The 12-month contract requires financial industry knowledge, registered accounts understanding, and strong communication. You will coordinate with business units to resolve issues, improve services, and support organizational goals.
Key Responsibilities:
- Manage and strengthen relationships with high-value clients
- Respond to email and telephone service inquiries
- Investigate discrepancies and take corrective action
- Coordinate escalations with other business units
- Evaluate processes and communicate improvement recommendations
Requirements:
- Two to three years of service experience
- Financial industry and registered accounts understanding
- Post-secondary education
- Exceptional verbal and written communication skills
- Strong analytical, organizational, and relationship-building abilities
Apply investment operations, client service, and problem-solving expertise while supporting CIIS relationships from CI Financial’s Toronto office.
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