Bilingual Client Service Associate

Overview

CI Financial is committed to a workplace where everyone has a voice and opportunities to grow, work on innovative projects, and be supported and engaged. As a Bilingual Client Service Associate, you will collaborate with internal and external stakeholders to provide top-notch client support to Financial Advisors. The Client Experience Team is the go-to group for Investment Advisor clients, and the relationship is based on trust in our expertise and ability to support them effectively. This role requires calm performance in a fast-paced environment and prior experience in the financial services industry. After training, you will service a defined group of advisors and work with a consistent team to deliver excellent service. This position is located at our 15 York office location.

Responsibilities

• Collaborate within a team to support Advisors in process-related matters and handle complex inquiries.
• Directly engage with operation...