Client Services Associate

As Client Service Associate at CI Financial, you will be instrumental in collaborating with internal and external stakeholders to provide exceptional client support to our Financial Advisors. This is a client-facing role that requires a heightened level of experience working within the financial services industry.

Requirements

• 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.
• Apply creative and out-of-the-box thinking when dealing with unique inquiries.

Benefits

• Health insurance coverage
• Wellness programs
• Life and disability insurance
• Retirement savings plans
• Paid leave programs
• Education-related programs
• Paid holidays and vacation time
• Corporate Discount Program
• Enhanced group benefits
• Parental Leave Top–up program
• Paid time off for Volunteering