Service Associate

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 Dorval, or Brassard to support our 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.

Ce que vous apportez :

• Un minimum de 2 ans d’expérience dans le secteur des services financiers, avec une spécialisation en opérations et en service à la clientèle.
• Diplôme d’études postsecondaires.
• Capacité à respecter les échéances et à travailler efficacement sous pression, avec un grand souci du détail.
• Excellentes aptitudes en communication orale et écrite.
• Maîtrise de la suite Microsoft Office (Word, Excel, Outlook et PowerPoint).
• La connaissance de DocuSign et de Salesforce constitue un atout.
• Solides compétences en analyse, administration, résolution de problèmes et organisation.
• Grande autonomie et attitude positive.
• Capacité démontrée à collaborer efficacement au sein d’une équipe et à maintenir un haut niveau de professionnalisme dans un environnement dynamique avec des délais serrés.

Vos responsabilités :

• Traiter avec précision les transactions quotidiennes de fonds communs de placement, d’actions et d’obligations.
• Préparer la documentation relative aux achats, rachats, échanges et transferts en nature de placements.
• Gérer et maintenir les systèmes de classement et d’archivage.
• Mettre à jour et traiter les demandes administratives non financières.
• Collaborer avec l’équipe de soutien administratif d’Assante pour les transferts, les questions administratives et les tâches d’entretien des dossiers.
• Participer à la coordination des activités de marketing numérique.
• Agir comme premier point de contact pour les nouveaux clients des Comptes nationaux et les orienter vers les ressources appropriées de CI Assante.

What you bring:

• A minimum of 2 years’ experience in financial services industry with a focus on operations and client’s 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 Top–up 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.