Join CI Financial as a Client Service Representative, providing vital support to Financial Advisors. Your focus on strong client relationships and effective problem-solving will shine in this in-office role.
As part of the Client Experience Team at CI Financial, you will be pivotal in ensuring exceptional service delivery. Your experience in financial services will help you gather critical information and resolve complex queries efficiently. You’ll enjoy a collaborative environment and build lasting relationships as you service a dedicated group of advisors.
Key Responsibilities:
• Support Advisors with process-related inquiries
• Collaborate with operations for documentation
• Facilitate critical daily operational activities
• Manage and process financial transactions
• Track and escalate client issues as needed
Requirements:
• 2-3 years in client service within finance
• Undergraduate degree in a relevant field
• Excellent communication skills in Engl...