Client Service Associate at CI Financial
C
CI Financial
📍 toronto, on, Canada
Job Description
Elevate your career with CI Financial as a Client Service Associate. This in-office role requires strong client service skills and collaboration with Advisors and operational teams.
CI Financial seeks a dedicated Client Service Associate with 2-3 years of experience in client service within investment or banking. You will engage directly with back office teams and process financial transactions while ensuring compliance and addressing client inquiries. A positive attitude and strong communication skills are essential for this dynamic environment.
Key Responsibilities:
• Support Advisors with process-related matters and complex inquiries
• Engage with operations to troubleshoot documentation issues
• Process financial transactions related to Dealer activity
• Track client and operational issues, escalating as needed
• Use creativity to handle unique client inquiries
Requirements:
• 2-3 years client service experience in finance or related fields
• Undergrad...
CI Financial seeks a dedicated Client Service Associate with 2-3 years of experience in client service within investment or banking. You will engage directly with back office teams and process financial transactions while ensuring compliance and addressing client inquiries. A positive attitude and strong communication skills are essential for this dynamic environment.
Key Responsibilities:
• Support Advisors with process-related matters and complex inquiries
• Engage with operations to troubleshoot documentation issues
• Process financial transactions related to Dealer activity
• Track client and operational issues, escalating as needed
• Use creativity to handle unique client inquiries
Requirements:
• 2-3 years client service experience in finance or related fields
• Undergrad...