CGI is looking for a dedicated Coordinator, Client Solutions / Financial Processing Administrator to join our team. Reporting to the Client Solutions Team Lead, the successful candidate will be responsible for daily administrative functions related to client account servicing of our registered and investment products.
Training Duration - 1 to 3 months (1 day in office per week)
Work Location - Remote (shift between 7 : 00 AM 8 : 00 PM Monday to Friday)
As a Coordinator Client Solutions, you will have the opportunity to do your best work by
Providing high-quality service to external and internal customers. Performing account management and servicing activities for client accounts in both English and French.
Interpreting and analyzing documentation for the input and processing of a variety of registered and non-registered investment products and other specialized administrative services ensuring requests are completed in accordance with CLIENT’S policies and procedures and compliance guidelines.
Creating effortless experiences for our clients . Providing support to internal departments and external clients for all client requests received.
Applying business knowledge and encourage client focus mindset.
Identifying opportunities for change and optimization in a collaborative manner. Collaboration with internal business partners to continuously improve business processes.
To be successful in this role, you have :
Financial industry experience : 1-2 years of financial industry experience, and a passion for creating and delivering outstanding customer experiences.
Familiarity with back office data processing, processes and procedures, and working knowledge of Microsoft Office is an asset.
Relationship management : Ability to establish and maintain strong working relationships with your teams, peers and business partners across the company.
Professional attitude, with strong customer orientation.
- Results oriented mindset : Detail-oriented with strong decision-making, and problem-solving skills. Passion for self-development and learning.
- Strategic thinker : Ability to problem solve and make decisions considering regulatory environments.
- Communication : Excellent written and oral communication skills.
- Planning and Organization : Ability to work in a fast-paced and deadline-driven environment. Strong organizational and time-management skills.
- Education : Post-secondary education in Business Administration and / or related field. Industry-related courses, such as CSC, IFC and Bilingual in English and French will be an asset.
- Availability : Candidates must be available to work a shift between 7 : 00 AM 8 : 00 PM Monday to Friday, with occasional overtime work during the weekday and weekends.
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