Associate, Client Reporting

Join to apply for the Associate, Client Reporting role at CI Financial , a leading independent company in global wealth management and asset management advisory services.

As a Client Reporting Associate you will support the preparation, production, and delivery of client reports, including trade confirmations, client statements, CRM2 reports, and supplementary tax packages across CI Wealth lines of business.

What You Will Do

• Assist with the preparation and quality review of trade confirmations, client and custodian statements, CRM2 reports, and supplementary tax packages.
• Help ensure reports meet client preferences, branding standards, and regulatory guidelines.
• Support data reconciliation activities to maintain accuracy and consistency across systems.
• Perform quality checks to identify and resolve errors or discrepancies in reporting.
• Work with team members to l...