Deliver investment operations service for CIIS clients using exceptional communication, organization, and relationship-building skills. Work onsite four days weekly at CI Financial's Toronto head office.
This 12-month fixed-term Investment Operations Associate role focuses on service standards and client relationships. You will support Introducing/Carrying Brokers and Portfolio Managers, investigate requests, troubleshoot recurring issues, and provide resolutions. Financial industry experience and registered accounts understanding support the work.
Key Responsibilities:
- Deliver superior service for email and telephone inquiries
- Build rapport with client organization functions
- Troubleshoot documents, options, and recurring issues
- Advise clients on product and service solutions
- Participate actively in regular client meetings
Requirements:
- Minimum two to three years in service roles
- Previous financial industry experience
- Understanding of custodial and clearing businesses is an asset
- Excellent interpersonal and organizational skills
- French fluency is considered an asset
Bring client service, financial industry knowledge, and clear communication to CIIS investment operations at CI Financial.
Investment Operations Service Associate in Toronto employer: CI Financial Corp.
CI Financial is an exceptional employer that fosters a supportive and inclusive work environment, empowering employees to take ownership of meaningful projects while promoting professional growth. Located in a modern headquarters near Union Station, we offer competitive benefits, training reimbursement, and a culture that values continuous learning and innovation, making it an ideal place for ambitious individuals looking to thrive in the financial services sector.
