Service Associate Jobs in Quebec (NOW HIRING)

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.

• Un minimum de 2 ans d'experience dans le secteur des services financiers, avec une specialisation en operations et en service a la clientele.
• Diplome d'etudes postsecondaires.
• Capacite a respecter les echeances et a travailler efficacement sous pression, avec un grand souci du detail.
• Excellentes aptitudes en communication orale et ecrite.
• Maitrise de la suite Microsoft Office (Word, Excel, Outlook et PowerPoint).
• La connaissance de DocuSign et de Salesforce constitue un atout.
• Solides competences en analyse, administration, resolution de problemes et organisation.
• Grande autonomie et attitude positive.
• Capacite demontree a collaborer efficacement au sein d'une equipe et a maintenir un haut niveau de professionnalisme dans un environnement dynamique avec des delais serres.

• Traiter avec precision les transactions quotidiennes de fonds communs de placement, d'actions et d'obligations.
• Preparer la documentation relative aux achats, rachats, echanges et transferts en nature de placements.
• Gerer et maintenir les systemes de classement et d'archivage.
• Mettre a jour et traiter les demandes administratives non financieres.
• Collaborer avec l'equipe de soutien administratif d'Assante pour les transferts, les questions administratives et les taches d'entretien des dossiers.
• Participer a la coordination des activites de marketing numerique.
• Agir comme premier point de contact pour les nouveaux clients des Comptes nationaux et les orienter vers les ressources appropriees 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.

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 ataccessible.recruitment@ci.com, or call 416-364-1145 ext. 4747.