Relationship Manager
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.
JOB OVERVIEW
WHAT YOU WILL DO
- Assume primary responsibility for managing and strengthening client relationships for high value clients by building rapport with multiple functions at the client’s organization.
- Work with other business units to deal with escalations or reoccurring issues to troubleshoot document, analyze options and provide a resolution.
- Identify gaps in the products and services that the client uses and advise them on solutions that would help enhance their business.
- Assume a proactive role to ensure customers/users receive superior service by investigating requests/discrepancies and taking corrective action.
- Work effectively as part of a team to deliver optimal customer service.
- Promote service excellence by consistently evaluating processes, procedures and/or practices and identifying potential for improvement. Communicate findings/recommendations to the Supervisor
- Proactively seek feedback from clients to determine their needs to help them grow their business
- Foster a climate of mutual respect, open communication and approachability
- Build a good rapport with all staff within the department and within other departments
- Actively participate in regular client meetings
- Assist with special projects/tasks as assigned by management
WHAT YOU WILL BRING
- Minimum of 2-3 years’ experience in a service role
- Previous experience in the financial industry, with understanding of the financial industry and registered accounts
- Post-Secondary education
- Successful completion of the Canadian Securities Course is an asset
- Understanding of the custodial and clearing businesses is an asset
- Exceptional verbal and written communication skills
- Excellent relationship building skills
- Excellent organizational and interpersonal skills
- Strong analytical and problem-solving abilities
- Ability to thrive in a fast-paced, client-focused environment
- Fluency in French is considered an asset
, or call
416-364-1145 ext. 4747
. If you are contacted by CI regarding a job opportunity or testing and require accommodation in any stage of the recruitment process, please use the above contact information. We will work with all applicants to determine appropriate accommodation for individual accessibility needs.
416-364-1145 ext. 4747
.
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