Client Support Associate at CI Financial
C
CI Financial Corp.
📍 calgary, ab, Canada
Job Description
Become a key contributor as a Client Support Associate at CI Financial in Calgary, AB. Focus on delivering outstanding client service, collaborating effectively with Advisors and internal teams.
In this full-time role, you will work diligently to solve complex inquiries and assist with financial transactions. Building long-term relationships with Advisors will be critical in providing exceptional support and fostering trust through collaboration and problem-solving in a dynamic environment.
Key Responsibilities:
• Support Advisors with process-related concerns
• Collaborate with back office on account issues
• Coordinate daily activities for seamless operations
• Process financial transactions with precision
• Document and escalate client-related issues swiftly
Requirements:
• 2-3 years' experience in client service within finance
• Bachelor's degree, preferably in business or finance
• Fluent in English for effective communication
• Proficient in MS...
In this full-time role, you will work diligently to solve complex inquiries and assist with financial transactions. Building long-term relationships with Advisors will be critical in providing exceptional support and fostering trust through collaboration and problem-solving in a dynamic environment.
Key Responsibilities:
• Support Advisors with process-related concerns
• Collaborate with back office on account issues
• Coordinate daily activities for seamless operations
• Process financial transactions with precision
• Document and escalate client-related issues swiftly
Requirements:
• 2-3 years' experience in client service within finance
• Bachelor's degree, preferably in business or finance
• Fluent in English for effective communication
• Proficient in MS...