CI Financial Benefits Overview

Provides accurate, timely administrative support for high-net-worth client financial and non-financial requests, including debits, credits, new accounts, estates, and transfers. Ensures compliance with internal and custodian procedures, coordinates with custodians and internal teams, resolves inquiries, escalates issues, communicates incomplete requests, and supports special projects. The role requires attention to detail, client service skills, flexibility during peak periods, and regular onsite work.

The Business Development Manager promotes investment products, drives sales and asset retention, and develops advisor relationships. Responsibilities include sales campaigns, lead generation, account management, product education, client support, presentations, due diligence responses, territorial reporting, and competitor research. The role partners with the District Vice President, works primarily with financial advisors remotely from a regional office, and occasionally travels to client meetings and events.

Serves as the subject matter expert and escalation point for a Client Experience processing team. Monitors queues, allocates workloads, trains administrators, analyzes financial and trade requests, verifies documentation and authorizations, communicates with advisors and third parties, reviews reconciliation and data integrity reports, maintains accurate client records, supports special projects, and participates in user acceptance testing.