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CI Financial Ltd.

116-134 Pembina Rd, Sherwood Park, AB T8H 0M2 | (780) 467-4671 | [email protected]

Client Service Associate

Full-Time | Sherwood Park, AB | In-Office

Office hours 8:30 - 5pm

Monday - Friday

About Us

CI Financial Ltd. is a well-established financial advisory practice located in Sherwood Park, Alberta. Our team of three advisors serves a broad client base across investment management, retirement planning, estate planning, and insurance. We are a close-knit, client-first practice that takes pride in delivering a consistent, high-quality experience to every client we work with.

We are growing our team and looking for a motivated, detail-oriented Client Service Associate to join us in a dedicated support role. This is a meaningful position with real ownership and accountability not a rotating general admin seat.

The Role

As a Client Service Associate, you will be the dedicated operational support for one of our senior advisors. You will manage the day-to-day administration of their practice, support clients directly, and ensure every instruction, trade, and follow-up is handled accurately and on time.

You will be the person your advisor and their clients count on. If you thrive on organization, take pride in doing things right the first time, and enjoy working in a professional financial setting, this role is a strong fit.

What You’ll Do

Trade Processing & Account Administration

- Prepare and submit trade tickets and investment instructions accurately and on time

- Process account paperwork including new accounts, transfers, and registered account changes (RRSP, TFSA, RESP, RDSP)





- Follow up with back-office and head office teams to resolve outstanding items

- Maintain accurate, up-to-date records in the CRM system

Insurance Servicing

- Prepare and submit insurance applications, change forms, and policy service requests

- Follow up with carriers on application status and policy inquiries

- Maintain insurance documentation and policy records in client files

Client Communications

- Serve as a primary point of contact for client inquiries by phone and email

- Draft and send correspondence on behalf of your advisor

- Respond to routine client requests promptly and professionally

- Coordinate with clients on document collection, account updates, and follow-up items

Calendar & Meeting Management

- Manage your advisor’s calendar including scheduling, confirmations, and adjustments

- Prepare agendas and gather relevant client information ahead of meetings

- Document meeting notes and action items, and ensure follow-ups are completed

- Maintain accurate records of all client interactions in the CRM

Filing & Document Management

- Maintain organized digital and physical client files in line with compliance requirements

- Scan, index, and file documents promptly following client interactions and transactions





- Support your advisor with compliance documentation and record-keeping obligations

What We’re Looking For

- 2+ years of experience in a financial services administrative or client service role preferred

- Working knowledge of registered account types (RRSP, TFSA, RESP, RDSP) is a strong asset

- Experience with insurance carrier submissions and policy servicing is an asset

- Exceptional attention to detail and follow-through you don’t let things fall through the cracks

- Professional written and verbal communication skills

- Strong organizational skills with the ability to manage multiple priorities in a deadline-driven environment

- Comfortable with Microsoft Office (Outlook, Word, Excel) and CRM platforms

What We Offer

- A dedicated role with clear ownership and direct impact on client outcomes

- A supportive, collaborative team of experienced partner advisors

- Competitive compensation based on experience

- A stable, professional office environment in Sherwood Park

- Support for industry licensing and ongoing professional development

- The opportunity to grow with a well-established advisory practice

Job Types: Full-time, Permanent

Pay: $50,000.00-$60,000.00 per year

Benefits:

- On-site parking
- RRSP match

Ability to commute/relocate:

- Sherwood Park, AB: reliably commute or plan to relocate before starting work (required)

Application question(s):

- CRM, Microsoft word, Share point experience is an asset

Experience:

- Financial services: 2 years (preferred)
- CRM, Microsoft word, Share point: 2 years (required)

Language:

- English (preferred)

Work Location: In person

Apply on Kit Job: kitjob.ca/job/2fxtz5

📌 Client Service Associate (Sherwood Park)
🏢 C.I. Financial
📍 Sherwood Park