Relationship Specialist
1 month 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.
We are currently seeking a Relationship Specialist for our Correspondent Services group. In this role, you will be responsible for supporting the B2B channel. You will manage relationships with our Introducing/Carrying Broker & Portfolio Managers (ICPM) to ensure the highest level of focus is placed on the client’s experience. You will be responsible to ensure all B2B channel requests are resolved and the client is informed at each step in the process. You will also be responsible to ensure departmental service standards and organizational goals are met on a daily basis. You will also liaise with other business units to ensure exceptional service is delivered in an efficient and effective manner.
WHAT YOU WILL DO
- Assume primary responsibility for managing and strengthening client relationships for high value clients by building rapport with multiple functions at the client’s organization.
- Work with other business units to deal with escalations or reoccurring issues to troubleshoot document, analyze options and provide a resolution.
- Identify gaps in the products and services that the client uses and advise them on solutions that would help enhance their business.
- Assume a proactive role to ensure customers/users receive superior service by investigating requests/discrepancies and taking corrective action.
- Work effectively as part of a team to deliver optimal customer service.
- Promote service excellence by consistently evaluating processes, procedures and/or practices and identifying potential for improvement. Communicate findings/recommendations to the Supervisor
- Proactively seek feedback from clients to determine their needs to help them grow their business
- Foster a climate of mutual respect, open communication and approachability
- Build a good rapport with all staff within the department and within other departments
- Actively participate in regular client meetings
- Assist with special projects/tasks as assigned by management
WHAT YOU WILL BRING
- Minimum of 2-3 years’ experience in a service role
- Previous experience in the financial industry, with understanding of the financial industry and registered accounts
- Post-Secondary education
- Successful completion of the Canadian Securities Course is an asset
- Understanding of the custodial and clearing businesses is an asset
- Exceptional verbal and written communication skills
- Excellent relationship building skills
- Excellent organizational and interpersonal skills
- Strong analytical and problem-solving abilities
- Ability to thrive in a fast-paced, client-focused environment
- Fluency in French is considered an asset
CI_ONT
LI-HYBRID
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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