Relationship Manager
2 weeks ago
**ABOUT US**
CI Investment Services (CIIS) is a wholly-owned subsidiary of CI Financial Corp. CIIS is registered in all Provinces and Territories of Canada as an Investment Dealer and is a member of the Investment Industry Regulatory Organization of Canada (IIROC) and the Canadian Investor Protection Fund (CIPF). Headquartered in Toronto, CIIS is a leading Canadian broker-dealer that provides a wide range of innovative brokerage and trading services to a diverse client base that includes portfolio managers, introducing brokers, and institutional investors.
**POSITION**:Relationship Manager
**LOCATION**: Toronto, ON.
**STATUS**: Full-time
**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
**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 Tags: IND#
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