CI is seeking a dedicated Service Associate in Vancouver to enhance financial operations and client interactions. Utilize your skills in a collaborative workplace 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. Strong 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 serviceRequirements:- 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 essentialBring your expertise to CI and elevate the finance experience for our clients in Vancouver.#J-18808-Ljbffr

📌 Service Associate (Winnipeg)
🏢 CI Financial
📍 Winnipeg