Service Associate
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Job Location:
Monthly Salary:
Posted on:
Yesterday
Vacancies:
1 Vacancy
Job Summary
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 Calgary and support the operations of the 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.WHAT YOU WILL BRING
- A minimum of 2 years experience in financial services industry with a focus on operations and clients 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).
- Familiarity with DocuSign and Salesforce is a plus.
- 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.
WHAT YOU WILL DO
- 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.
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:
IC
