Private Client Operations Specialist

2 weeks ago

Toronto, Canada CI Financial Full time

CI Financial is an independent company offering global wealth management and asset management advisory services through a diverse group of 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 that have 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.

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 opportunity to grow through stretching themselves, where they can work on innovative products and projects, and where employees are supported and engaged to do so.

JOB OVERVIEW

WHAT YOU WILL DO
- Ensure daily financial/non-financial requests and integrity reports are acted upon in a timely manner and with exceptional accuracy.
- Duties may include: managing daily investment directions and investing high dollar values with the utmost accuracy in our high-net worth client portfolios; reconciling account and ACB values with custodial records, and setting up securities and transactions in our internal system where required; preparing tax packages for our high net worth corporate and trust accounts with exceptional accuracy and quality; processing financial trades and LOI/Corrections and co-ordinating money movement between internal and external parties.
- Review all incoming requests and ensure all business and compliance procedures are adhered to.
- Investigate account-related problems, analyze, make recommendations, and implement the best-possible agreed-upon solution for the client in a timely manner.
- Handle escalated issues and ensure regular follow up and prompt resolution is achieved. Ensure proactive escalation of issues on matters requiring management’s attention.
- Support team with quality control efforts and assist in other Private Client desks or special projects throughout the year as assigned.

WHAT YOU WILL BRING
- Post-secondary education in Business or a related discipline
- Experience within the financial services industry in an administration/service role considered an asset
- Mutual funds/securities knowledge and related industry courses (CSC IFIC Operations, etc.) is an asset
- Working knowledge of day-to-day operations/administration of client accounts, with strong analytical, problem solving and good arithmetic skills
- Strong and accurate alphanumeric data entry skills and customer service mindset
- High degree of accuracy and attention to detail, with the ability to multitask and deliver high quality work under pressure
- Proficiency in MS Office (Excel, Outlook and Word)

WHAT YOU CAN EXPECT FROM US

Our dedication to the Employee Experience at CI is aimed at supporting, empowering and inspiring our talented team through:

- Recognition & Compensation
- Training & Development
- Health & Well-being
- Communication & Feedback

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