Bilingual Relationship Manager, Client Experience Team
Bilingual Relationship Manager, Client Experience Team
Employer Active
Job Alert
You will be updated with latest job alerts via email
Share
Job Alert
You will be updated with latest job alerts via email
Job Description
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.
JOB OVERVIEWAs a Relationship Manager Client Experience Team at CI Financial you will play a crucial role in advisor satisfaction serving as a critical liaison between advisors and the head office. Your responsibilities will involve understanding advisors strategies collaborating with them to enhance their business and ensuring the seamless operation of the client service team. This position requires a deep understanding of the industry advisor practices and strong soft skills for effective business development and client service.
WHAT YOU WILL DO
- Lead and manage an assigned client service team ensuring excellence in performance and task execution.
- Cultivate a collaborative and high-performance team environment.
- Ensure client satisfaction by maintaining organization and promptly addressing escalated items.
- Collaborate seamlessly with colleagues across the organization to facilitate daily activities.
- Provide invaluable support to advisors by identifying areas for business improvement and offering strategic solutions.
- Effectively track team statistics to manage the volume of inquiries and ensure team performance is optimal
- Collaborate closely with the back office for escalations and identify workflow efficiencies.
WHAT YOU WILL BRING
Bilingualism (English and French) required; ability to communicate fluently in both languages.
- At least five years of work experience providing client service in the investment banking or related industries.
- Completion of Canadian Securities Course (CSC)
- Prior experience leading service teams within B2B or complex clients would be an asset
- Ability to interpret data and use as a tool to coach your team
- Strong MS Office skills (Outlook Word and Excel).
- Demonstrated collaborative approach to problem-solving.
- Experience with industry-related client service.
- Strong communication skills.
- Proven ability to manage a 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.
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.
Required Experience:
Manager
Employment Type
Full-Time
