CI Financial seeks a Client Service Associate, a crucial role focused on delivering exceptional client support to Financial Advisors while working in an engaging, in-office environment.In this role, you will be instrumental in supporting Advisors through complex inquiries and daily operations, drawing on your 2-3 years’ experience in the investment or banking industry. You'll collaborate closely with your team and internal departments to enhance client experiences, ensuring all interactions are managed with professionalism and precision.Key Responsibilities:• Collaborate effectively to support Advisors in operational processes• Engage with internal teams for documentation and troubleshooting• Process transactions accurately under compliance standards• Track and escalate operational issues as necessary• Apply creative solutions for unique client inquiriesRequirements:• 2-3 years of client service experience in finance• Relevant undergraduate degree required• Excellent MS Office skills essential• Strong communication with a service-oriented mindset• Able to maintain composure in a fast-paced environmentEmbrace a role that significantly impacts client relations at CI Financial through strong collaboration and service.#J-18808-Ljbffr
Client Service Associate With Ci Financial
CI FINANCIAL CORP.
toronto, toronto
Published 26 days ago
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