Service Associate

CI Financial•Dorval, QC

3d•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 seeking a Service Associate to join our team in Dorval, or Brassard to support our Investment and Wealth Advisory Group at CI Wealth. The Service Associate will play a crucial role in facilitating account management and administrative tasks to ensure the smooth operation of the team. CI Financial is an independent company offering global wealth management and asset management advisory services through diverse financial services firms. Since 1965, we have consistently anticipated and responded to the changing needs of investors. We are driven by a commitment to provide individuals and institutions with the highest-quality investments and advice. Our commitment to the highest levels of performance means that whatever their position, CI employees must be comfortable in a fast-paced environment that will stretch them to tap into their highest potential. Employees with a healthy dose of ambition, a desire to commit to a curious mindset for continuous learning, and a willingness to go the extra mile thrive at CI. A Supportive Environment for Success We offer an in-office environment, competitive benefits, and a supportive workplace to help our employees thrive both personally and professionally.

Requirements

A minimum of 2 years’ experience in financial services industry with a focus on operations and client’s services.
Post-secondary education.
Ability to meet deadlines and work efficiently under pressure, with a keen attention to detail.
Excellent verbal and written communication skills.
Proficiency in MS Office Suite (Word, Excel, Outlook, PowerPoint).
Strong analytical, administrative, problem-solving, and organizational skills.
Self-motivated with a positive attitude.
Proven ability to collaborate well in a team environment and maintain professionalism in a fast-paced setting with tight deadlines.

Nice To Haves

Familiarity with DocuSign, and Salesforce is a plus.

Responsibilities

Accurately process daily mutual fund, stock, and bond trades.
Prepare paperwork for investment purchases, redemptions, switches, and in-kind transfers.
Manage and maintain filing systems.
Update and maintain non financial requests.
Liaise with Assante back office on transfers, administration issues, and maintenance tasks.
Assist with coordinating digital marketing.
Be the first point of contact for new National Account clients and triage with the appropriate CI Assante resources.