CI is seeking a dedicated Service Associate in Vancouver to enhance financial operations and client interactions. Utilize your skills in a collaborative environment while supporting Financial Advisors at Assante Capital Management.
With a background in the financial services industry, you will spend your days processing trades and managing client account needs. This administrative role requires a keen eye for detail, efficient deadline management, and a commitment to delivering exceptional service. Robust verbal and written communication skills are essential to succeed in this client-facing position.
Key Responsibilities:
• Accurately process mutual fund and stock trades daily
• Prepare documentation for investment management requests




• Maintain filing and documentation systems
• Update non-financial client requests effectively
• Coordinate with back office for seamless service
Requirements:
• 2+ years in financial services required
• Post-secondary education preferred
• Skilled in MS Office, DocuSign, and Salesforce
• Excellent organizational and analytical abilities
• Self-motivation and positive attitude essential
Bring your expertise to CI and elevate the finance experience for our clients in Vancouver.
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📌 Service Associate for Financial Operations (Vancouver)
🏢 CI Financial
📍 Vancouver