Overview

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 Business Processing Associate to join our Client Experience team.

Responsibilities

• Conduct adequate analysis of all new financial/transactional request types.
• Analyze and interpret trade requests to make sound decisions to action the request accordingly.
• Ensure proper documentation and appropriate authorization is obtained as per company policies and procedures before processing any transactional requests.
• Handle set ups and/or modifications to existing/ongoing systematic transactions in accounts.
• Communicate with financial advisors and nec...