CI Financial Client Experience Associate

Shape your career with CI Financial as a Client Experience Associate, specializing in business processing and financial transactions. This role emphasizes accuracy and client communication in our office environment.
You'll be responsible for processing various financial transactions, analyzing trade requests, and ensuring smooth communication with financial advisors and third parties. Successful candidates will excel in analytical and problem-solving skills. The role also includes contributing to special projects and maintaining client integrity in records.
Key Responsibilities:
• Analyze different types of financial transaction requests
• Ensure compliance with documentation and processing requirements
• Modify existing systematic transactions as necessary
• Communicate effectively with advisors and external parties
• Participate in User Acceptance Testing as required
Requirements:
• Minimum 1+ years in back-office operations
• High school diploma is esse...