Description

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.
The senior service associate will demonstrate a high level of service excellence setting a strong example for their peers. They will act as the primary information source of the CX team by providing outstanding support to better service our clients. The senior service associate will always maintain professionalism and customer-focused approach in all interactions. WHAT YOU WILL DO

• Support Client Service Associates by investigating complex, escalated account related inquiries and provide service-focused solutions.
• Identify opportunities to improve the Financial Service Centre's knowledge base.
• Develop and document procedures resulting from product enhancements, system implementations or new initiatives.
• Assist Client Services and other departments in researching and finding solutions for complex tax, registered plan and estate/trust issues.
• Act as escalation and reference points for CSR's
• Remain actively involved in the identification, review and development of business policies and practices with a goal to ensure operational efficiency and CSR knowledge development.
• Act as a resource to assist with the Service Centre initiatives and projects or other projects as needed.
• Act as lever and assist with overflow of inbound calls

WHAT YOU WILL BRING

• Minimum of 12 months progressive experience in Financial Service Role having acquired all skill sets
• Exceptional verbal and written communication skills
• Strong analytical and problem-solving skills
• Excellent research skills, including the ability to comprehend and interpret complex situations
• Post-Secondary education.
• Enrollment or completion of the Canadian Securities Course, IFIC Sales Course, CFA, CFP are an asset.
• Strong understanding of Assante's products, policies and procedures, required to have successfully passed all CS trainings.
• Excellent communication (verbal and written) skills.
• Strong interpersonal skills and ability to collaborate with various teams.
• Ability to effectively liaise with other business units and project teams.
• Outstanding organizational and time management skills.
• Proven ability to effectively problem-solve and make decisions.
• Ability to effectively manage and diffuse high-tension situations comfortably.
• Self-motivated with ability to work proficiently both independently and in a team environment.
• Fluency in French is considered an asset.

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.
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
• Fitness Membership Discounts
• Paid Volunteer Day

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 [email protected], or call 416-364-1145 ext. 4747.