Private Client Operations Specialist

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.

WHAT YOU WILL DO

• Ensure daily financial/non-financial requests and integrity reports are acted upon in a timely manner and with exceptional accuracy.
• Duties may include: reconciling account and ACB values with custodial records daily; setting up securities accounts and transactions in our internal systems where required; working with internal and external partners to investigate and resolve discrepancies in a timely manner and with the utmost accuracy for our high-net-worth client portfolios; identifying trends on issues and providing solutions as required.
• Provide prompt and courteous service to Financial Advisors Investment Counsellors Client Service Wealth Planners Custodians and other internal departments via phone and email on account-specific inquiries.
• Review all incoming requests and ensure all business and compliance procedures are adhered to.
• Investigate account-related problems analyze make recommendations and implement the best-possible agreed-upon solution for the client in a timely manner.
• Handle escalated issues and ensure regular follow up and prompt resolution is achieved. Ensure proactive escalation of issues on matters requiring managements attention.
• Support team with quality control efforts and assist in other Private Client/CIIS desks or special projects throughout the year as assigned.

WHAT YOU WILL BRING

• Post-secondary education in Business or a related discipline
• Experience within the financial services industry in an administration/service role considered an asset
• Mutual funds/securities knowledge and related industry courses (CSC IFIC Operations etc.) is an asset
• Working knowledge of day-to-day operations/administration of client accounts with strong analytical problem solving and good arithmetic skills
• Strong and accurate alphanumeric data entry skills and customer service mindset
• High degree of accuracy and attention to detail with the ability to multitask and deliver high quality work under pressure
• Proficiency in MS Office (Excel Outlook and Word)

This role follows our inoffice 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 $34320 to $58500. Exact salary depends on several factors such as experience skills education and budget. Salary range may vary based on geographic addition to base salary this position is eligible for participation in a bonus 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 Topup 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 or call ext. 4747.