Private Client Operations Specialist

1 week ago

Toronto, Canada CI Financial Full time

**ABOUT US**

CI Global Asset Management is one of the country’s largest investment fund companies. CI is known for its innovation and ability to adapt quickly to the changing needs of Canadian investors. It provides employees with a fast-paced and challenging work environment with opportunities for advancement. CI is part of CI Financial, a diverse group of financial services firms.
**POSITION**: Private Client Operations Specialist
**LOCATION**: Toronto, ON.
**STATUS**: Full-time
**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

If you are a passionate, committed and dynamic individual, please submit your resume in confidence by clicking “**Apply**”.

Posting Tag: IND#

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