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Job summary

Manage and strengthen relationships with high-value clients while ensuring superior customer service for all inquiries. Collaborate with internal business units to troubleshoot issues, identify service gaps, and implement process improvements.

Job details

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 an Investment Operations Associate for our CIIS Client Experience team. You will manage relationships with our Introducing/Carrying Broker & Portfolio Managers (ICPM) to ensure the highest level of focus is placed on the client’s experience. You will also be responsible to ensure departmental service standards and organizational goals are met on a daily basis. You will also liaise with other business units to ensure exceptional service is delivered in an efficient and effective manner. WHAT YOU WILL DO Assume primary responsibility for managing and strengthening client relationships for high value clients by building rapport with multiple functions at the client’s organization. Responsible for the delivery of superior customer service with respect to all email/telephone inquiries. Work with other business units to deal with escalations or reoccurring issues to troubleshoot document, analyze options and provide a resolution. Identify gaps in the products and services that the client uses and advise them on solutions that would help enhance their business. Assume a proactive role to ensure customers/users receive superior service by investigating requests/discrepancies and taking corrective action. Work effectively as part of a team to deliver optimal customer service. Promote service excellence by consistently evaluating processes, procedures and/or practices and identifying potential for improvement. Communicate findings/recommendations to the Supervisor Proactively seek feedback from clients to determine their needs to help them grow their business Foster a climate of mutual respect, open communication and approachability Build a good rapport with all staff within the department and within other departments Actively participate in regular client meetings Assist with special projects/tasks as assigned by management WHAT YOU WILL BRING Minimum of 2-3 years’ experience in a service role Previous experience in the financial industry, with understanding of the financial industry and registered accounts Post-Secondary education Successful completion of the Canadian Securities Course is an asset Understanding of the custodial and clearing businesses is an asset Exceptional verbal and written communication skills Excellent relationship building skills Excellent organizational and interpersonal skills Strong analytical and problem-solving abilities Ability to thrive in a fast-paced, client-focused environment Fluency in French is considered an asset This role follows our in‑office work model and requires employees to be onsite four days per week to support collaboration and business needs. This opportunity is for an existing vacancy with the company. The anticipated base salary range for this position is $42,500 to $71,000. Exact salary depends on several factors such as experience, skills, education, and budget. Salary range may vary based on geographic location. In addition to base salary, this position is eligible for participation in a bonus program. In addition, The Company offers a variety of benefits to eligible employees, including health insurance coverage, wellness programs, life and disability insurance, retirement savings plans, paid leave programs, education-related programs, paid holidays and vacation time, and many others. Many of these benefits are subsidized or fully paid for by the company. 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. WHAT WE OFFER 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 We are focused on building a diverse and inclusive workforce. If you are excited about this role and are not confident you meet all the qualification requirements, we encourage you to apply to investigate the opportunity further. Please submit your resume in confidence by clicking “Apply”. Only qualified candidates selected for an interview will be contacted. CI Financial Corp. and all of our affiliates (“CI”) are committed to fair and accessible employment practices and provide reasonable accommodations for persons with disabilities. If you require accommodations in order to apply for any job opportunities, require this posting in an additional format, or require accommodation at any stage of the recruitment process please contact us at accessible.recruitment@ci.com, or call 416-364-1145 ext. 4747.

What you’ll do

Manage and strengthen relationships with high-value clients while ensuring superior customer service for all inquiries. Collaborate with internal business units to troubleshoot issues, identify service gaps, and implement process improvements.

Requirements

Requires 2-3 years of experience in a service role, preferably within the financial industry. Post-secondary education is required, and completion of the Canadian Securities Course is considered an asset.

Benefits

• Health insurance coverage • Wellness programs • Life and disability insurance • Retirement savings plans • Paid leave programs • Education-related programs • Paid holidays • Vacation time • Training reimbursement • Paid professional designations • Employee savings plan • Corporate discount program • Enhanced group benefits • Parental leave top-up program • Paid time off for volunteering

Listed skills

• Customer service · Preferred
• Teamwork · Preferred
• Problem solving · Preferred
• interpersonal skills · Preferred
• Data analysis · Preferred
• Reporting · Preferred
• Communication Skills · Preferred
• Client Relationship Management · Preferred
• Relationship Building · Preferred
• Conflict Resolution · Preferred
• Process Improvement · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Client relationship management
• Customer service
• Financial industry knowledge
• Problem-solving
• Analytical skills
• Communication skills
• Relationship building
• Organizational skills
• Interpersonal skills
• Conflict resolution
• Process improvement
• Data analysis
• Reporting
• Teamwork
• Communication
• Operations
• Problem Solving
• Troubleshooting (Problem Solving)
• Asset Management
• Curiosity
• Innovation
• Investments
• Financial Services
• Relationship Building
• French Language
• Continuous Development
• Interpersonal Communications
• Customer Service
• Portfolio Management
• Wealth Management
• Time Off Management
• Service Standards
• Relationship Management
• Rapport Building
• Securities (Finance)

Job areas

• Finance & Accounting
• Customer Service & Support
• Management & Leadership
• Administrative
• Investment Operations Associate
• Scheduler / Operations Coordinator
• Stock Clerks
• Production, Planning, and Expediting Clerks