Client Service Associate

6 days ago

Calgary, Canada CI Financial Corp. Full time

**Description**

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.

**WHAT YOU WILL DO**
- Collaborate within a team approach to support Advisors in process-related matters and handle complex inquiries.
- Directly engage with operations and back office team members to process documentation and troubleshoot operational and account issues.
- Work closely with colleagues across the organization to facilitate daily activities, ensuring seamless operations.
- Process financial transactions related to Dealer activity, ensuring precision and compliance.
- Raise and track client and operational issues, promptly escalating matters as required.

**WHAT YOU WILL BRING**
- 1-3 years’ experience providing client service in the investment, banking or related industries is mandatory - focus on very strong client service skills
- Fluency in English (verbal and written)
- Industry related academic experience (ex. CSC, CPH) 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
- Calm approach to a dynamic and fast-paced environment.
- Demonstrated collaborative approach to problem-solving.
- Strong communication skills.
- Proven ability to manage high volumes with a positive and professional attitude.
- Friendly and service-oriented personality.

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
- Training Reimbursement
- Paid Professional Designations
- Employee Savings Plan (ESP)
- Corporate Discount Program
- Enhanced Group Benefits
- Parental Leave Top-Up Program
- Fitness Membership Discounts
- Paid Volunteer Day

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