11 Nov
|
CI Investments
|
Fredericton
11 Nov
CI Investments
Fredericton
Support fee systems and stakeholder resolution at CI Financial while working onsite four days weekly. Combine organization, communication, and financial operations expertise.As a Financial Operations Fee Processing Associate, you will serve internal Client Experience teams and vendors on fee-related questions. The position connects transaction processing with system support, issue investigation, and workflow improvement. You will communicate professionally, meet agreed service levels, and escalate concerns when necessary while maintaining accurate records.Key Responsibilities:Respond to fee inquiries, disputes,
and clarificationsInvestigate system issues and log vendor support ticketsAddress client and vendor concerns promptly and professionallySupport continuous improvement of fee workflows and systemsEnsure processing complies with policies and regulationsRequirements:Solid communication skills with clients, vendors, and internal teamsHighly organized approach to complex financial processingOne to three years in fee processing or related rolesMicrosoft Excel and office productivity tools proficiencyAbility to investigate issues and meet service agreementsBuild reliable stakeholder support through fee processing, system investigation, communication, and compliance work at CI Financial.
📌 Financial Fees Systems Support Associate (Fredericton)
🏢 CI Investments
📍 Fredericton