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Client Support Associate

1 week ago

Toronto, Ontario, Canada CI Financial Full time
Job Responsibilities

As a Bilingual Client Service Associate, your key responsibilities will include:

  • Collaborating with internal and external stakeholders to provide top-notch client support.
  • Working closely with colleagues across the organization to facilitate daily activities and ensure seamless operations.
  • Processing financial transactions related to Dealer activity, ensuring precision and compliance.
  • Raising and tracking client and operational issues, promptly escalating matters as required.
  • Applying creative and out-of-the-box thinking when dealing with unique inquiries.

Requirements

  • 1-3 years' experience providing client service in the investment, banking or related industries.
  • Fluency in English and French (verbal and written).
  • Industry-related academic experience or an evidenced commitment towards further education.
  • Strong MS Office skills (Outlook, Word, and Excel).
  • Team Player with friendly personality and strong communication skills.
  • Proven ability to manage high volumes with a positive and professional attitude.