Overview
CI Financial Client Associate Position Jobs in Toronto, Canada at CI Financial Corp.
Join CI Financial as a Client Service Associate, where your expertise will be leveraged to support Financial Advisors in providing top-tier client service. Enjoy a supportive in-office role focused on collaboration.
As part of the Client Experience Team, you will work closely with Advisors to ensure seamless operations and handle complex inquiries. With previous client service experience in financial services, your capabilities will shine as you manage documentation and troubleshoot issues effectively. This role requires strong interpersonal skills and the ability to thrive in a fast-paced environment.
Key Responsibilities:
• Address complex inquiries and support Advisors’ needs
• Collaborate with back-office teams for documentation
• Process financial transactions with accuracy and compliance
• Raise and track operational issues effectively
• Foster trust and rapport with Advisors
Requirements:
• 2-3 years in investment or banking client service
• Degree in business or finance-related field
• Proficiency in Microsoft Office Suite
• Friendly and service-oriented personality
• Strong problem-solving and communication skills
Bring your client service excellence to CI Financial while enjoying professional growth and collaboration.
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Title: CI Financial Client Associate Position
Company: CI Financial Corp.
Location: Toronto, Canada
Category:
