Relationship Manager, Client Experience Team
5 months ago
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.
As a Relationship Manager, Client Experience Team at CI Financial, you will play a crucial role in advisor satisfaction, serving as a critical liaison between advisors and the head office. Your responsibilities will involve understanding advisors' strategies, collaborating with them to enhance their business, and ensuring the seamless operation of the client service team. This position requires a deep understanding of the industry, advisor practices, and strong soft skills for effective business development and client service.
As a Relationship Manager, Client Experience Team at CI Financial, you will play a crucial role in advisor satisfaction, serving as a critical liaison between advisors and the head office. Your responsibilities will involve understanding advisors' strategies, collaborating with them to enhance their business, and ensuring the seamless operation of the client service team. This position requires a deep understanding of the industry, advisor practices, and strong soft skills for effective business development and client service.
**Responsibilities**:
- Lead and manage an assigned client service team, ensuring excellence in performance and task execution.
- Cultivate a collaborative and high-performance team environment.
- Ensure client satisfaction by maintaining organization and promptly addressing escalated items.
- Collaborate seamlessly with colleagues across the organization to facilitate daily activities.
- Provide invaluable support to advisors by identifying areas for business improvement and offering strategic solutions.
- Effectively track team statistics to manage the volume of inquiries.
- Collaborate closely with the back office for escalations and identify workflow efficiencies.
- Work on project-specific tasks and initiatives as directed by CI Financial leadership.
Qualifications:
- At least five years of work experience providing client service in the investment, banking, or related industries.
- Completion of Canadian Securities Course (CSC)
- IIROC OR MFDA License, and if not completed, it is expected that these courses will be finished within a year.
- Strong MS Office skills (Outlook, Word, and Excel).
- Demonstrated collaborative approach to problem-solving.
- Experience with industry-related client service.
- Strong communication skills.
- Proven ability to manage a team.
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.
WHAT WE OFFER- Modern HQ location within walking distance from Union Station- Flexible & Hybrid Work Program- Equipment Purchase Program- Training Reimbursement- Paid Professional Designations- Employee Share Purchase Program (ESPP)- Corporate Discount Program- Enhanced group benefits- Parental Leave Top-up program- Fitness membership discounts- Volunteer paid Days- Complimentary vending machines
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