Supervisor, Private Client Administration

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. 

JOB OVERVIEW
The Supervisor will oversee the day-to-day operations of the Private Client Service team and will be responsible for leading, coaching, motivating and developing a team of Senior Service Coordinators toward achieving departmental service standards and organizational goals. The incumbent will build and maintain strong-relationships with key stakeholders, including Investment Counselors, advisors, external custodian contacts, and other business unit leaders. Will also liaise with other business units to ensure exceptional service is delivered in an efficient and effective manner.

WHAT YOU WILL DO

• Actively monitor and manage the activities of the service team to ensure service levels are met.
• Promote service excellence by consistently evaluating, processes, procedures and/or practices and identifying potential for improvement.  Communicate findings/recommendations and assist in the implementation/coordination of needed changes.
• Keep current on industry updates, custodian announcements, product changes, and updates to policies and procedures. Effectively communicate updates and changes to both internal teams and external contacts. 
• Monitor, coach, motivate, and provide career development to their team.  Actively engage in succession planning through identifying and mentoring upcoming leaders.
• Actively manage employee performance by establishing employee goals and conducting periodic performance review and assessments.  Take necessary disciplinary action when applicable.
• Foster a climate of mutual respect, open communication, approachability, as well as fair and consistent treatment of SSCs.
• Build a good rapport with staff, peers, and other department units.
• Handle escalated inquiries as well as customer complaints and identify most optimal corrective action.  Ensure proactive escalation of issues requiring upper management attention.
• Review daily trade approvals for high dollar value transactions.
• Actively participate in regular meetings and maintain an open communication with other business units.
• Assist with long and short range staffing forecast and actively participate in employee recruitment.
• Other projects as needed.

WHAT YOU WILL NEED

Experience:

• Minimum of 2 years progressive experience in a Financial/Client Service role
• Leadership experience in a client service, administration, or operations role preferred
• Dealership experience is considered an asset

Education/Training:

• Post-secondary education
• Successful completion of the Canadian Securities Course or IFIC Sales Course

Knowledge, Skills & Abilities:

• Strong understanding of CI’s products, policies and procedures;
• United Financial product knowledge is considered an asset
• Strong organizational skills and ability to multi-task
• Strong analytical and problem-solving skills
• Strict attention to detail and ability to meet tight deadlines
• Willingness and ability to make decisions
• Good judgment skills
• Excellent coaching and mentoring skills
• Excellent relationship-building skills
• Excellent communication and leadership skills
• Excellent PC skills
• Ability to delegate effectively
• Keep current on company news and industry trends

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.

WHAT WE OFFER 

• Modern HQ location within walking distance from Union Station
• Training Reimbursement
• Paid Professional Designations
• Employee Savings Plan (ESP)
• Corporate Discount Program
• Enhanced group benefits
• Parental Leave Top–up program
• Paid time off for Volunteering 

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.