Service Manager

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. 

In this role, the successful candidate will work with an internal team – as well as external parties – to bring together information and solutions to provide best in class client support to all our Financial Advisors. Our Client Experience team is the ‘go to’ for our Advisors and the relationship is based on the trust they have in our expertise and our ability to support them. You will be the primary point of escalation for urgent and in-depth branch inquiries that require enhanced industry and firm understanding. As a senior member of the team, administrative associates will report directly to you. You will be expected to lead team meetings and be a primary source of knowledge for the team. This includes driving investigations to find solutions to complex issues.

WHAT YOU WILL DO 

• Manage members of an assigned client service team, making sure all team members are performing and executing their tasks at the highest level 

• Taking a team approach, support our Advisors in all process related matters and handle more complex inquiries 

• Deal directly with our back office to process documentation and troubleshoot operational & account issues 

• Collaborate with colleagues across the organization to facilitate daily activities 

• Process financial transactions related to Dealer activity 

• Raise and track client and/or operational issues 

• Promptly and proactively escalate matters as required 

• Work on project specific tasks and initiatives as directed 

WHAT YOU WILL BRING

• 3-5 years of work experience providing client service in the investment, banking, or related industries
• Knowledge of the Canadian investment landscape including an understanding of the functions of registered accounts
• Completion of CSC and CPH courses or commitment to completion within 12 months of start date
• Strong MS Office skills (Outlook, Word and Excel)
• Creative and out of the box thinking when dealing with unique inquiries
• A demonstrated collaborative approach to solving problems
• Strong communication skills
• Proven ability to manage high volumes with a positive and professional attitude
• A friendly and service-oriented personality
• Fluent in English (verbal and written)
• Exceptional verbal and written communication skills
• Excellent organizational and interpersonal skills
• Self-motivated, proactive, independent in solving problems
• Strong business acumen with solid analytical skills and conceptual thinking
• Post-secondary education

WORKING CONDITIONS

• Routine office environment
• Overtime as required

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 $55,000 to $95,000. 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 accessible.recruitment@ci.com, or call 416-364-1145 ext. 4747.