Vancouver, British Columbia, Canada · On-site
$43k–$71k/yr
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 th…
Skills: Account Management, Financial Operations, Client Services, MS Office Suite, DocuSign
Morristown, New Jersey, United States · Hybrid
$30/hr–$37/hr
Join a team that values your ambition and empowers your growth At Corient, we help high- and ultra-high-net-worth individuals and families to enjoy a full life, while enabling them to preserve their wealth for future gen…
Skills: Onboarding, Account Setup, Asset Transfers, Customer Service, DocuSign
Ontario, Canada · Hybrid
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 th…
Skills: Financial Planning, Investment Management, Portfolio Management, Financial Analysis, Client Relationship Management
Boston, Massachusetts, United States · Hybrid
$30/hr–$37/hr
Join a team that values your ambition and empowers your growth At Corient, we help high- and ultra-high-net-worth individuals and families to enjoy a full life, while enabling them to preserve their wealth for future gen…
Skills: Client Onboarding, Account Setup, Asset Transfers, Customer Service, DocuSign
Toronto, Ontario, Canada · On-site
$55k–$95k/yr
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 th…
Skills: Compliance Monitoring, Trading Surveillance, Regulatory Reporting, Analytical Thinking, Stakeholder Collaboration
Boston, Massachusetts, United States · Hybrid
$60k–$80k/yr
Join a team that values your ambition and empowers your growth At Corient, we help high- and ultra-high-net-worth individuals and families to enjoy a full life, while enabling them to preserve their wealth for future gen…
Skills: Client Service, Administrative Support, Salesforce, Portfolio Accounting Systems, DocuSign
Morristown, New Jersey, United States · On-site
$27/hr–$32/hr
Join a team that values your ambition and empowers your growth At Corient, we help high- and ultra-high-net-worth individuals and families to enjoy a full life, while enabling them to preserve their wealth for future gen…
Skills: Office Management, Hospitality, Administrative Support, Microsoft Office Suite, Visitor Management Systems
Toronto, Ontario, Canada · On-site
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 th…
Skills: Advisor Onboarding, Practice Management, Wealth Management, Business Transformation, Sales Strategies
Austin, Texas, United States · Hybrid
Join a team that values your ambition and empowers your growth At Corient, we help high- and ultra-high-net-worth individuals and families to enjoy a full life, while enabling them to preserve their wealth for future gen…
Skills: Azure, Terraform, Kubernetes, CI/CD, Python
Toronto, Ontario, Canada · Hybrid
$55k–$95k/yr
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 th…
Skills: Cash Reconciliation, Asset Reconciliation, Advanced Excel, VBA, Financial Operations
Miami, Florida, United States · Hybrid
Join a team that values your ambition and empowers your growth At Corient, we help high- and ultra-high-net-worth individuals and families to enjoy a full life, while enabling them to preserve their wealth for future gen…
Skills: Strategic Sourcing, Category Management, Vendor Strategy, Supplier Negotiation, IT Procurement
Chicago, Illinois, United States · Hybrid
$75k–$100k/yr
Join a team that values your ambition and empowers your growth At Corient, we help high- and ultra-high-net-worth individuals and families to enjoy a full life, while enabling them to preserve their wealth for future gen…
Skills: Wealth Management, Financial Planning, Tax Planning, Estate Planning, Investment Research
Toronto, Ontario, Canada · Hybrid
$43k–$71k/yr
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 th…
Skills: Client Service, Financial Services, MS Office, Problem Solving, Communication Skills
Chicago, Illinois, United States · Hybrid
Join a team that values your ambition and empowers your growth At Corient, we help high- and ultra-high-net-worth individuals and families to enjoy a full life, while enabling them to preserve their wealth for future gen…
Skills: Data Analytics, Financial Analysis, Microsoft Excel, Portfolio Analysis, Quantitative Skills
Toronto, Ontario, Canada · Hybrid
$70k–$120k/yr
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 th…
Skills: Generative AI, Agentic AI, Large Language Models, Prompt Engineering, Retrieval-Augmented Generation
Chicago, Illinois, United States · Hybrid
$37/hr–$40/hr
Join a team that values your ambition and empowers your growth At Corient, we help high- and ultra-high-net-worth individuals and families to enjoy a full life, while enabling them to preserve their wealth for future gen…
Skills: Financial Modeling, Equity Analysis, Fixed Income Analysis, Risk Management, Quantitative Analysis
Dallas, Texas, United States · Hybrid
Join a team that values your ambition and empowers your growth At Corient, we help high- and ultra-high-net-worth individuals and families to enjoy a full life, while enabling them to preserve their wealth for future gen…
Skills: Quantitative Analysis, Qualitative Analysis, Market Research, Portfolio Analysis, Financial Modeling
Toronto, Ontario, Canada · Hybrid
$55k–$95k/yr
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 th…
Skills: Business Analysis, Agile Methodologies, Scrum, Kanban, User Acceptance Testing
New York, United States · Hybrid
Join a team that values your ambition and empowers your growth At Corient, we help high- and ultra-high-net-worth individuals and families to enjoy a full life, while enabling them to preserve their wealth for future gen…
Skills: Tax Preparation, Tax Planning, Tax Compliance, Accounting, Tax Research
York, Ontario, Canada · Hybrid
$55k–$95k/yr
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 th…
Skills: Microsoft 365 Administration, Entra ID, MFA, SSO, PowerShell Scripting
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The Service Associate will handle daily mutual fund, stock, and bond trades while managing investment paperwork and filing systems. They will also serve as the primary contact for new National Account clients and coordinate with the back office on administrative tasks.
Candidates need at least 2 years of experience in financial services operations and client services along with post-secondary education. Proficiency in MS Office is required, and familiarity with Salesforce and DocuSign is considered an asset.
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 Service Associate to join our team in Vancouver to support our Investment and Wealth Advisory Group. The Service Associate will play a crucial role in facilitating account management and administrative tasks to ensure the smooth operation of the team.This opportunity is for an existing vacancy with the company. The anticipated base salary range for this position is $42,500 to $71,000. 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
CI Financial is an independent company offering global wealth management and asset management advisory services through diverse financial services firms. Since 1965, we have consistently anticipated and responded to the changing needs of investors. We are driven by a commitment to provide individuals and institutions with the highest-quality investments and advice. Our commitment to the highest levels of performance means that whatever their position, CI employees must be comfortable in a fast-paced environment that will stretch them to tap into their highest potential. Employees with a healthy dose of ambition, a desire to commit to a curious mindset for continuous learning, and a willingness to go the extra mile thrive at CI.
A Supportive Environment for Success
We offer an in-office environment, competitive benefits, and a supportive workplace to help our employees thrive both personally and professionally.
We 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 [email protected], or call 416-364-1145 ext. 4747.
Setting the standard for investment excellence and advice.
CI Financial is an independent company offering global asset management and wealth management advisory services. We are driven by a commitment to provide individuals and institutions with the highest-quality investments and advice—and offer a comprehensive and innovative selection of strategies and services. Our employees are at the heart of everything we do. They must be comfortable in a fast-paced environment in an industry that is always changing. A healthy dose of ambition, a willingness to go the extra mile and a strong sense of camaraderie are what we look for in our team members. You can find job postings for all CI Financial companies on this page. And if you’d like to learn more about our lines of business, you can do so on the following pages: CI Global Asset Management, CI Assante Wealth Management, CI Investment Services, and CI Direct Investing.
Offices: 15 York St, 2nd Floor, Toronto, Ontario M5J 0A3, CA
Setting the standard for investment excellence and advice.
CI Financial is an independent company offering global asset management and wealth management advisory services. We are driven by a commitment to provide individuals and institutions with the highest-quality investments and advice—and offer a comprehensive and innovative selection of strategies and services. Our employees are at the heart of everything we do. They must be comfortable in a fast-paced environment in an industry that is always changing. A healthy dose of ambition, a willingness to go the extra mile and a strong sense of camaraderie are what we look for in our team members. You can find job postings for all CI Financial companies on this page. And if you’d like to learn more about our lines of business, you can do so on the following pages: CI Global Asset Management, CI Assante Wealth Management, CI Investment Services, and CI Direct Investing.
Offices: 15 York St, 2nd Floor, Toronto, Ontario M5J 0A3, CA
