Client Service Specialist I

CI Financial Corp

Not specified; not specified; generously subsidize...
Onsite
Ba/bs degree required
5+ years customer service background
Proficiency with ms office suite
The role involves providing comprehensive administrative support to advisory teams serving high- and ultra-high-net-worth individuals

Job Summary

  • The role involves providing comprehensive administrative support to advisory teams serving high- and ultra-high-net-worth individuals.
  • Employees will manage client data, execute funds transfers via custodian systems, and maintain the Client Relationship Management system.
  • The company offers a robust benefits package including 401(k) matching, generous medical subsidies, and paid professional designations.

Matching Summary

The role involves providing comprehensive administrative support to advisory teams serving high- and ultra-high-net-worth individuals.

Salary

Not specified; Not specified; Generously subsidized medical plans, 401(k) match, and paid leave included

Skills & Requirements

Must-have

  • BA/BS degree required
  • 5+ years customer service background
  • Proficiency with MS Office suite
  • Onsite work 4 days per week
  • Strong ethics and confidentiality

Nice-to-have

  • Community service driven mindset
  • Adaptable to fast-paced change
  • Experience with alternative investments
  • Charitably minded personality

Key Requirements

  • Bachelor's degree (BA/BS)
  • 5+ years of customer service experience
  • U.S. citizenship or permanent residency
  • Unrestricted work authorization in the United States

Work Rights

Must be U.S. citizen or permanent resident

Tailored Resume

Cover Letter