About the role
Description
CI Private Wealth specializes in managing the affairs of successful Canadian families. We are a partnership of experienced professionals, driven by shared values and a long-term approach to meeting the multi-generational needs of our clients.
As a multi-family office, we offer a comprehensive suite of services that goes beyond investment management by providing valued advice that touches on all aspects of our clients’ lives.
Our customized services include sophisticated financial planning and tax strategies, estate planning, asset and risk management solutions, and a choice of investment solutions.
At CI Private Wealth, we create a legacy of trust. The result is long-term confidence and peace of mind.
The Associate is responsible for providing on-going support to the Senior Principals, Principals and Associate Principals, with respect to maintenance of client relationships.
Duties will include completing client transactions, preparing new account paperwork, facilitating and monitoring account openings, new client onboarding, and ongoing account maintenance.
RESPONSIBILITIES:
-
Monitor and manage the process of moving new families onto the CIPW platform. This includes the monitoring of asset transfers and account opening and providing relevant updates to team members.
-
Handle client account admin., including client queries and requests.
-
Assist with client transactions – debits, credits, etc.
-
Responsible for ensuring client requests are completed accurately and in a timely fashion.
-
Provide information to clients, and handle follow-up with regards to account openings, transfers and transactions.
-
Liaise with various internal teams to ensure efficient completion of account openings, transfers and other client transactions.
-
Preparing special reports as required (i.e. to track transfers, update account information etc.)
-
Advise and assist with the preparation and coordination of presentations, proposals and other marketing products.
The Associate will demonstrate a high level of confidentiality and professionalism. Shall act with integrity, competence, dignity, and in an ethical and professional manner in all dealings and will treat all others with the utmost respect. The Associate will prioritize his/her time in accordance with the needs of their client base. This position is onsite 5 days a week and it is 1 year contract.
QUALIFICATION REQUIREMENTS:
-
1-3 years experience in the financial services industry preferred.
-
Education/Training
-
Post secondary education preferred, preference would be given to University Commerce, or mathematical degree.
-
Successful completion of Canadian Securities Course; (or must enroll within first year of employment).
-
Previous customer service training preferred.
-
Knowledge, Skills, Abilities and Attributes
-
Strong administrative skills and attention to detail.
-
Able to work effectively in a fast-paced team environment.
-
Superior verbal and written communication skills.
-
Demonstrated excellence in client service.
-
Proficiency in Excel.
-
Strong analytical and problem-solving abilities.
-
Able to effectively prioritize multiple tasks.
-
Able to work with minimal supervision
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 accessible.recruitment@ci.com, or call 416-364-1145 ext. 4747.
About the role
Description
CI Private Wealth specializes in managing the affairs of successful Canadian families. We are a partnership of experienced professionals, driven by shared values and a long-term approach to meeting the multi-generational needs of our clients.
As a multi-family office, we offer a comprehensive suite of services that goes beyond investment management by providing valued advice that touches on all aspects of our clients’ lives.
Our customized services include sophisticated financial planning and tax strategies, estate planning, asset and risk management solutions, and a choice of investment solutions.
At CI Private Wealth, we create a legacy of trust. The result is long-term confidence and peace of mind.
The Associate is responsible for providing on-going support to the Senior Principals, Principals and Associate Principals, with respect to maintenance of client relationships.
Duties will include completing client transactions, preparing new account paperwork, facilitating and monitoring account openings, new client onboarding, and ongoing account maintenance.
RESPONSIBILITIES:
-
Monitor and manage the process of moving new families onto the CIPW platform. This includes the monitoring of asset transfers and account opening and providing relevant updates to team members.
-
Handle client account admin., including client queries and requests.
-
Assist with client transactions – debits, credits, etc.
-
Responsible for ensuring client requests are completed accurately and in a timely fashion.
-
Provide information to clients, and handle follow-up with regards to account openings, transfers and transactions.
-
Liaise with various internal teams to ensure efficient completion of account openings, transfers and other client transactions.
-
Preparing special reports as required (i.e. to track transfers, update account information etc.)
-
Advise and assist with the preparation and coordination of presentations, proposals and other marketing products.
The Associate will demonstrate a high level of confidentiality and professionalism. Shall act with integrity, competence, dignity, and in an ethical and professional manner in all dealings and will treat all others with the utmost respect. The Associate will prioritize his/her time in accordance with the needs of their client base. This position is onsite 5 days a week and it is 1 year contract.
QUALIFICATION REQUIREMENTS:
-
1-3 years experience in the financial services industry preferred.
-
Education/Training
-
Post secondary education preferred, preference would be given to University Commerce, or mathematical degree.
-
Successful completion of Canadian Securities Course; (or must enroll within first year of employment).
-
Previous customer service training preferred.
-
Knowledge, Skills, Abilities and Attributes
-
Strong administrative skills and attention to detail.
-
Able to work effectively in a fast-paced team environment.
-
Superior verbal and written communication skills.
-
Demonstrated excellence in client service.
-
Proficiency in Excel.
-
Strong analytical and problem-solving abilities.
-
Able to effectively prioritize multiple tasks.
-
Able to work with minimal supervision
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 accessible.recruitment@ci.com, or call 416-364-1145 ext. 4747.