Financial Services Representative

2 weeks ago

Toronto, Canada CI Financial Full time

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.

JOB OVERVIEW

Acting as the front-line of the company, these individuals project an excellent image of the company through providing timely, professional, accurate and courteous service when interacting with stakeholders via inbound phone calls.

WHAT YOU WILL DO
- Ensure a positive client experience is delivered by providing high quality customer service to new and existing clients
- Investigate and research account-related issues and determine the appropriate actions that need to be taken to achieve resolution to such issues
- Ensure that follow-ups are resolved within a timely manner and all service level agreements are met
- Liaise with internal and external business units to effectively process and/or complete the request
- Assist with special projects/tasks as assigned by management

WHAT YOU WILL BRING
- Fluency in English (verbal and written)
- Fluency in French is considered an asset
- Exceptional verbal and written communication skills
- Excellent organizational and interpersonal skills
- Strong analytical and problem solving abilities
- Self-motivated, proactive, independent in solving problems
- Strong business acumen with solid analytical skills and conceptual thinking
- Ability to thrive in a fast-paced environment
- Previous experience in the Mutual Fund industry and/or customer service role is considered an asset
- Post-secondary education
- Completion of, or enrollment in, the IFIC Funds course or the CSC, considered an asset

WORKING CONDITIONS:

- Must be available to work 8am-6pm Eastern Standard Time

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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