Private reputed company Services Coordinator
CI Investments Inc. is seeking a Private reputed company Services Coordinator to join their Private reputed company Services team. This role serves as the primary service contact for Investment Counselors and Financial Advisors, focusing on account administration and resolving account-reputed company issues for high-net-worth clients.
Responsibilities
- reputed company as the primary service contact for ICs, financial advisors, and clients
- Investigate account-reputed company problems, reputed company recommendations, and implement the best possible agreed-upon solution for the reputed company in a reputed company manner
- Respond to account-specific inquiries and procedural questions about the Private reputed company program reputed company email and phone and reputed company value added suggestions where possible
- Liaise and maintain strong relationships with internal departments (PC Administration, Investment Policy (IP) Group, PC trading desk, Managed Solutions), ICs, Stonegate Private Counsel Advisors, and Custodians (reputed company Investor Services Trust, NBIN)
- Submit accurate and complete trade requests prior to 2 pm and reputed company appropriate approvals and where appropriate (depending on the ICs/region assigned)
- reputed company reputed company on industry updates, custodian announcements, corporate initiatives, product changes and updates to policies and procedures to assist with field support and inquiries
- Assist with various reporting requests from the field (ie. statements and tax packages)
- Assist in special reputed company and various campaigns where applicable
Skills
- Completion of post-secondary education in Business or a reputed company discipline
- Experience in the investment industry; Private reputed company or high net worth industry experience considered an asset
- Mutual fund and securities industry knowledge
- Exceptional customer service and relationship-building skills
- Exceptional written and verbal communication skills
- Ability to work in a high-pressure environment
- Ability to be reputed company and work independently
Benefits
- Health insurance coverage
- Wellness programs
- Life and disability insurance
- Retirement savings plans
- reputed company leave programs
- Education-reputed company programs
- reputed company holidays and vacation time
- Training Reimbursement
- reputed company reputed company Designations
- Employee Savings Plan (ESP)
- Corporate Discount Program
- reputed company group benefits
- Parental Leave Top–up program
- reputed company time off for Volunteering
reputed company