Client Services Associate

CI Financial•Calgary, AB

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. As Client Service Associate at CI Financial, you will be instrumental in collaborating with internal and external stakeholders to provide exceptional client support to our Financial Advisors. In this role, the successful candidate will work to gather information and create solutions to assist our advisors in their daily operations. The Client Experience Team is the ‘go to’ for our Investment Advisor clients and the corresponding relationship is based on the trust they have in our expertise and ability to support them effectively. We are looking for someone who works calmly in a fast-paced environment and ensures work is completed in a timely fashion. This is a client-facing role that requires a heightened level of experience working within the financial services industry. After your initial training period, you will service a set group of advisors allowing you to get to know them and their business. You will also be part of a team so that you are working with a consistent group of team members which will empower you to collaborate to provide amazing service.

Requirements

2-3 years’ experience providing client service in the investment, banking or related industries – focus on very strong client service skills
Fluency in English (verbal and written)
Industry related academic experience (ex. CSC, CPH) or an evidenced commitment towards further education
Strong MS Office skills (Outlook, Word and Excel)
Team Player with friendly personality and strong communication skills
Proven ability to manage high volumes with a positive and professional attitude
Calm approach to a dynamic and fast-paced environment
Demonstrated collaborative approach to problem-solving
Strong communication skills
Service-oriented personality

Responsibilities

Collaborate within a team approach to support Advisors in process-related matters and handle complex inquiries.
Directly engage with operations and back office team members to process documentation and troubleshoot operational and account issues.
Work closely with colleagues across the organization to facilitate daily activities, ensuring seamless operations.
Process financial transactions related to Dealer activity, ensuring precision and compliance.
Raise and track client and operational issues, promptly escalating matters as required.
Apply creative and out-of-the-box thinking when dealing with unique inquiries.