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CI Financial Ltd.

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

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Client Service Associate

nFull-Time | Sherwood Park, AB | In-Officen

Office hours 8:30 - 5pm

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Monday - Friday

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About Us

nCI 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.n

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.

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The Role

nAs 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.n

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 environment, this role is a strong fit.

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What You’ll Do

nTrade Processing & Account Administrationn

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- Prepare and submit trade tickets and investment instructions accurately and on timen
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- Process account paperwork including new accounts, transfers, and registered account changes (RRSP, TFSA, RESP, RDSP)n
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- Follow up with back-office and head office teams to resolve outstanding itemsn
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- Maintain accurate, up-to-date records in the CRM systemn

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nInsurance Servicingnn
- Prepare and submit insurance applications, change forms, and policy service requestsn
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- Follow up with carriers on application status and policy inquiriesn
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- Maintain insurance documentation and policy records in client filesn

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nClient Communicationsnn
- Serve as a primary point of contact for client inquiries by phone and emailn
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- Draft and send correspondence on behalf of your advisorn
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- Respond to routine client requests promptly and professionallyn
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- Coordinate with clients on document collection, account updates, and follow-up itemsn
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nCalendar & Meeting Managementnn
- Manage your advisor’s calendar including scheduling, confirmations, and adjustmentsn
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- Prepare agendas and gather relevant client information ahead of meetingsn
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- Document meeting notes and action items, and ensure follow-ups are completedn
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- Maintain accurate records of all client interactions in the CRMn
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nFiling & Document Managementnn
- Maintain organized digital and physical client files in line with compliance requirementsn
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- Scan, index, and file documents promptly following client interactions and transactionsn
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- Support your advisor with compliance documentation and record-keeping obligationsn

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nWhat We’re Looking Fornn
- 2+ years of experience in a financial services administrative or client service role preferredn
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- Working knowledge of registered account types (RRSP, TFSA, RESP, RDSP) is a strong assetn
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- Experience with insurance carrier submissions and policy servicing is an assetn
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- Exceptional attention to detail and follow-through you don’t let things fall through the cracksn
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- Professional written and verbal communication skillsn
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- Strong organizational skills with the ability to manage multiple priorities in a deadline-driven environmentn
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- Comfortable with Microsoft Office (Outlook, Word, Excel) and CRM platformsn
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nWhat We Offer n
- A dedicated role with transparent ownership and direct impact on client outcomes
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- A supportive, collaborative team of experienced partner advisorsn
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- Competitive compensation based on experience
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- A stable, professional office workplace in Sherwood Parkn
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- Support for industry licensing and ongoing professional development
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- The opportunity to grow with a well-established advisory practicen
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nJob Types: Full time, PermanentnPay: $50,000.00-$60,000.00 per yearn

Benefits

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- On-site parking
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- RRSP match
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nAbility to commute/relocate:nn
- Sherwood Park, AB: reliably commute or plan to relocate before starting work (required)
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nApplication question(s):nn
- CRM, Microsoft word, Share point experience is an asset
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nExperience:nn
- Financial services: 2 years (preferred)
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- CRM, Microsoft word, Sh

Apply on Kit Job: kitjob.ca/job/2gbp29

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