Associé(e) au service

CI Financial • Dorval, QC

10d • Onsite

About The Position

At CI, we see a great place to work as one that is a safe place for everyone to have a voice, where people are empowered to take ownership over meaningful work, where there is an opportunity to grow through stretching themselves, where they can work on innovative products and projects, and where employees are supported and engaged in doing so. We are currently looking for a Service Associate to join our team in Dorval or Brossard to support our Investment and Wealth Management Advisory group at CI Wealth Management. The Service Associate will play an essential role in account management and administrative task execution, contributing to the team's smooth and efficient operation.

Requirements

• A minimum of 2 years of experience in the financial services industry, with a specialization in operations and customer service.
• Post-secondary school diploma.
• Ability to meet deadlines and work effectively under pressure, with a high attention to detail.
• Excellent oral and written communication skills.
• Proficiency in Microsoft Office Suite (Word, Excel, Outlook, and PowerPoint).
• Strong analytical, administrative, problem-solving, and organizational skills.
• High degree of autonomy and a positive attitude.
• Demonstrated ability to collaborate effectively within a team and maintain a high level of professionalism in a dynamic environment with tight deadlines.

Nice To Haves

• Knowledge of DocuSign and Salesforce is an asset.

Responsibilities

• Process daily mutual fund, stock, and bond transactions accurately.
• Prepare documentation for purchases, redemptions, exchanges, and in-kind transfers of investments.
• Manage and maintain filing and archiving systems.
• Update and process non-financial administrative requests.
• Collaborate with Assante's administrative support team for transfers, administrative inquiries, and record-keeping tasks.
• Participate in the coordination of digital marketing activities.
• Act as the first point of contact for new National Accounts clients and direct them to the appropriate CI Assante resources.

Benefits

• Competitive benefits
• Modern HQ location within walking distance from Union Station
• Training Reimbursement
• Paid Professional Designations
• Employee Savings Plan (ESP)
• Corporate Discount Program
• Enhanced group benefits
• Parental Leave Top–up program
• Paid time off for Volunteering

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Associate degree