CI Financial in Ottawa seeks a Service Associate to help the National Accounts Financial Advisor team operate smoothly and efficiently. You will process trades and prepare paperwork for investments, while maintaining files and coordinating with back-office teams.
You will be the first point of contact for new National Account clients, triaging with CI Assante resources and supporting digital marketing coordination. A solid team player with attention to detail will thrive here.
📌 Financial Operations Specialist - Ottawa National Accounts
🏢 CI Financial
📍 Ottawa
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