Job Title

At CI, we see a great place to work as one that is a safe place for everyone to have a voice, where people are empowered to take ownership over meaningful work, where there is an opportunity to grow through stretching themselves, where they can work on innovative products and projects, and where employees are supported and engaged in doing so.We are currently seeking a bilingual Client Experience Manager to join our Client Experience team. In this role, the successful candidate will work with an internal team as well as external parties to bring together information and solutions to provide best in class client support to all our Financial Advisors. Our Client Experience team is the go to for our Advisors and the relationship is based on the trust they have in our expertise and our ability to support them. You will be the primary point of escalation for urgent and in-depth branch inquiries that require enhanced industry and firm understanding. As a senior member of the team, administrative associates will report directly to you. You will be expected to lead team meetings and be a primary source of knowledge for the team. This includes driving investigations to find solutions to complex issues.WHAT YOU WILL DOManage members of an assigned client service team, making sure all team members are performing and executing their tasks at the highest levelTaking a team approach, support our Advisors in all process related matters and handle more complex inquiriesDeal directly with our back office to process documentation and troubleshoot operational & account issuesCollaborate with colleagues across the organization to facilitate daily activitiesProcess financial transactions related to Dealer activityRaise and track client and/or operational issuesPromptly and proactively escalate matters as requiredWork on project specific tasks and initiatives as directedWHAT YOU WILL BRING3-5 years of work experience providing client service in the investment, banking, or related industriesMust be fluent in French and English (verbal and written)Knowledge of the Canadian investment landscape including an understanding of the functions of registered accountsCompletion of CSC and CPH courses or commitment to completion within 12 months of start dateStrong MS Office skills (Outlook, Word and Excel)Creative and out of the box thinking when dealing with unique inquiriesA demonstrated collaborative approach to solving problemsProven ability to manage high volumes with a positive and professional attitudeA friendly and service-oriented personalityExceptional verbal and written communication skillsExcellent organizational and interpersonal skillsSelf-motivated, proactive, independent in solving problemsStrong business acumen with solid analytical skills and conceptual thinkingPost-secondary educationWORKING CONDITIONSRoutine office environmentOvertime as requiredThis role follows our inoffice work model and requires employees to be onsite four days per week to support collaboration and business needs.This opportunity is for an existing vacancy with the company. The anticipated base salary range for this position is $55,000 to $95,000. Exact salary depends on several factors such as experience, skills, education, and budget. Salary range may vary based on geographic location. In addition to base salary, this position is eligible for participation in a bonus program. In addition, The Company offers a variety of benefits to eligible employees, including health insurance coverage, wellness programs, life and disability insurance, retirement savings plans, paid leave programs, education-related programs, paid holidays and vacation time, and many others. Many of these benefits are subsidized or fully paid for by the company.WHAT WE OFFERModern HQ location within walking distance from Union StationFlexible & Hybrid Work ProgramEquipment Purchase ProgramTraining ReimbursementPaid Professional DesignationsEmployee Share Purchase Program (ESPP)Corporate Discount ProgramEnhanced group benefitsParental Leave Topup programFitness membership discountsComplimentary vending machinesWe are focused on building a diverse and inclusive workforce. If you are excited about this role and are not confident you meet all the qualification requirements, we encourage you to apply to investigate the opportunity further.Please submit your resume in confidence by clicking Apply. Only qualified candidates selected for an interview will be contacted. CI Financial Corp. and all of our affiliates (CI) are committed to fair and accessible employment practices and provide reasonable accommodations for persons with disabilities. If you require accommodations in order to apply for any job opportunities, require this posting in an additional format, or require accommodation at any stage of the recruitment process please contact us at , or call 416-364-1145 ext. 4747. #J-18808-Ljbffr