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© All Rights Reserved. ApplyBlast.com
CI Financial Corp.
The Bilingual Client Services Representative supports self-directed investors by resolving service requests and providing timely, accurate support in English and French. The role involves investigating account-related inquiries, maintaining client relationships, and ensuring compliance with regulatory requirements. This position requires fluency in both languages and a strong commitment to delivering exceptional client experiences.
CI Financial is a global wealth management and asset management firm that provides advisory services and investment management for individuals and institutions. Since 1965, the company has focused on anticipating and responding to the evolving needs of investors. It operates across multiple brands and platforms to deliver diversified investment solutions, portfolio management, and financial guidance. With a global reach and a client-centric approach, CI Financial aims to help investors manage and grow their assets.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for CI Financial Corp..
32% below the average for this role
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