Client Service Representative

Client Service Representative page is loaded## Client Service Representative locations:
Toronto, ONtime type:
Full time posted on:
Posted Yesterday job requisition :
JR5148

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 Client Service Representative to join our growing Support team. The successful candidate is required to work both independently and as a member of a team dedicated to providing excellent customer service. This is a non-managerial position.
** WHAT YOU WILL DO
*** Respond, investigate and resolve client inquiries via various communication channels in a prompt, courteous, and professional manner
* Maintain record of requests for follow up purposes
* Establish and nurture positive relationship with clients
* Other office duties, administrative tasks, and ad hoc projects relevant to the position shall be assigned as required
** WHAT YOU WILL BRING
*** Bachelor’s degree in Business, Finance, or related field of study
* Minimum of 1-year experience in the financial industry with trading or brokerage experience preferred
* Excellent communication skills
* Proficient in Windows and Microsoft Office Suite - Word, Excel, Outlook
* Customer service experience is preferred
* Self-initiated, fast learner with a positive attitude
* Organized, detail oriented and hardworking character
* Ability to work in fast-paced and challenging environment
* Knowledge and experience with trading platforms
* Understanding of online investing products & services
* Successful completion of CSC, CPH & TTC (Trader Training Course) courses is an asset.

This role follows our in‐office work model and requires employees to be onsite four days per week to support collaboration and business needs.

This opportunity is for an existing vacancy with the company. The anticipated base salary range for this position is $34,320 to $58,500. Exact salary depends on several factors such as experience, skills, education, and budget. Salary range may vary based on geographic location. In addition to base salary, this position is eligible for participation in a bonus program. In addition, The Company offers a variety of benefits to eligible employees, including health insurance coverage, wellness programs, life and disability insurance, retirement savings plans, paid leave programs, education-related programs, paid holidays and vacation time, and many others.

Many of these benefits are subsidized or fully paid for by the company.

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.

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 at , or call  ext.

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