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Comm & Knowledge Management Specialist - 7 Month
2 weeks ago
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.
PRIMARY OBJECTIVE:
The Communications and Knowledge Management (CKM) Specialist will be primarily responsible for supporting the communication and knowledge management needs of Client Services. They will write content to support Client Service operations and the experience we deliver to our clients. In addition, they will support the execution of Advisor communications as needed. The CKM Specialist will also be responsible for ensuring the effectiveness and ongoing enhancement of the knowledge resources available to the Client Service team. In addition, they will support the knowledge management needs of other business units through the effective implementation of Salesforce Knowledge platform, process and governance structures.
RESPONSIBILITIES:
- Create, maintain, edit and evaluate content for our knowledge management platform while coordinating the content review process for ongoing updates.
- Complete evaluations of Knowledge articles to ensure articles are consistent with our internal publishing guidelines.
- Liaise with applicable business units to ensure clear understanding of the topic in order to effectively develop Client Service knowledge content.
- Write and edit internal communication pieces using applicable business and brand standards.
- Write, edit and execute send of external Advisor communication pieces through use of Marketing Cloud.
- Maintain consistently high standards of quality in all writing, including plain business language, grammar and structure.
- Be strategic and creative in the development and delivery of communication plans, while considering the needs of the Service team and clients. Ensure successful implementation of the approved communication plan.
- Keep well informed of company updates (e.g. changes to product, services) and ensure they are communicated effectively.
- Through surveys and other methods, proactively seek feedback to enhance communications and knowledge articles for improved usability and effectiveness.
QUALIFICATION REQUIREMENTS:
Experience
- Minimum 1 year of experience in a service-oriented role
- Minimum 1 year of experience working in Financial Services
- Minimum 1 year of experience in a communications and/or knowledge management role
- Experience working with Salesforce considered an asset
Knowledge, Skills and Abilities
- Exceptional written and verbal communication skills including strong presentation skills
- Strong interpersonal skills and ability to collaborate with various teams
- Outstanding organizational and time management skills
- Ability to meet deadlines, manage competing tasks and thrive in a fast-paced environment
- Self-motivated with ability to work proficiently both independently and in a team environment
- Ability to effectively liaise with other business units and project teams
- Ability to remain calm and courteous under pressure
- Solid knowledge of the products and services offered by CI and Assante
- Knowledge of financial markets, mutual funds and other investment products
- Strong knowledge of Microsoft Office, including Word, Excel and PowerPoint
Education/Training
- Post-Secondary Education, specializing in communications
- Completion of, or enrollment in, the IFIC Funds course or the CSC, considered an asset
Working Conditions:
- Office environment and/or work from home environment
- Overtime as required
