This role is hybrid and requires you to be at our downtown Toronto office at a minimum 1 days per week - subject to change at any time.
Primary Focus: Process and service client investment requests while ensuring compliance and accuracy.
Analyze and interpret client requests in accordance with policies procedures and compliance guidelines for both registered and non-registered investments.
Complete client requests through accurate data entry within the book of record.
Manage digital images and servicing activities for client accounts.
Operate information retrieval systems to research and extract records following established guidelines.
Ensure quality assurance by maintaining information accuracy and business process integrity.
Contribute to continuous improvement by streamlining departmental processes templates and standards to enhance project outcomes.
Strong attention to detail and accuracy.
Ability to work in a fast-paced SLA-driven environment.
Proficiency with information systems and data entry.
Knowledge of investment products and compliance guidelines is an asset.
Excellent organizational and problem-solving skills.
Together as owners lets turn meaningful insights into action.
Life at CGI is rooted in ownership teamwork respect and belonging. Here youll reach your full potential because
You are invited to be an owner from day 1 as we work together to bring our Dream to life. Thats why we call ourselves CGI Partners rather than employees. We benefit from our collective success and actively shape our companys strategy and direction.
Your work creates value. Youll develop innovative solutions and build relationships with teammates and clients while accessing global capabilities to scale your ideas embrace new opportunities and benefit from expansive industry and technology expertise.
Youll shape your career by joining a company built to grow and last. Youll be supported by leaders who care about your health and well-being and provide you with opportunities to deepen your skills and broaden your horizons.
At CGI we value the strength that diversity brings and are committed to fostering a workplace where everyone belongs. We collaborate with our clients to build more inclusive communities and empower all CGI partners to thrive. As an equal-opportunity employer being able to perform your best during the recruitment process is important to us. If you require an accommodation please inform your recruiter.
To learn more about accessibility at CGI contact us via email. Please note that this email is strictly for accessibility requests and cannot be used for application status inquiries.
Come join our teamone of the largest IT and business consulting services firms in the world.
Required Experience:
IC
The COMPANY is one of the few end-to-end consulting firms with the scale, reach, capabilities and commitment to meet clients’ enterprise digital transformation needs. Our 77,500 consultants and professionals work side-by-side with clients in 10 industries across more than 400 location ... View more