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.

What You Will Do

• Assist with all aspects of the onboarding relationship for new advisors and branches including:Branch user set up and coordination of accessTraining for the new branch on paperwork and processes – potentially onsiteEffectively manage queues for non-financial & financial processing including:New account set up, client updates and non-financial transactionsSet up/updates of fee groups, systematic plans, transfers, fee processing etc.Follow up on all outstanding transfers within SLA
• Respond in a timely manner to all inquiries and with a high level of service
• Review all documentation ...