Become a pivotal Service Associate with CI in Vancouver, focusing on client services in the financial sector. Your strong communication and organizational skills will shine while supporting the Financial Advisor team.
In this role at Assante Capital Management, you’ll be instrumental in account management, processing trades, and ensuring efficient operations within the financial services landscape. You bring at least two years of relevant experience while showcasing your ability to work under pressure. Collaboration and professionalism are key as you take on a client-facing role.
Key Responsibilities:
• Process daily trades for mutual funds and stocks accurately
• Prepare investment-related paperwork efficiently
• Maintain organized filing systems for team use




• Update and address non-financial requests promptly
• Act as the first point of contact for new clients
Requirements:
• 2 years’ experience in the financial services industry
• Post-secondary education is required
• Proficiency in MS Office and familiarity with Salesforce
• Robust attention to detail and organizational skills
• Ability to thrive in dynamic, fast-paced settings
Support our clients with outstanding service and operational expertise as part of CI's Vancouver team.
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📌 Vancouver Service Associate at CI Financial
🏢 CI Financial
📍 Vancouver