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.
As a Technical Support Analyst for Wealth Systems, you will be responsible for providing technical assistance and support to internal teams and end-users. You will ensure the smooth operation of wealth management software, troubleshooting issues, diagnosing problems, and offering solutions in a timely and efficient manner. This role requires strong technical expertise, excellent problem-solving skills, and a deep understanding of wealth management systems.
Key Responsibilities
- Provide Technical Support: Offer timely and professional technical support for Wealth management systems (e.g. RPM, Pario, Wealth Platform, related downstream systems), addressing user inquiries and technical issues related to system functionalities, integrations, and performance.
- Issue Diagnosis and Troubleshooting: Analyze, diagnose, and resolve system issues related to wealth management platforms, ensuring minimal downtime and smooth user experience.
- System Monitoring and Maintenance: Monitor the performance of wealth systems, identify potential issues, and implement preventive measures to ensure the stability of the systems.
- User Training and Guidance: Assist end-users by providing training on how to submit incidents correctly to the Support team, where applicable. Create and maintain user manuals and documentation for the support team.
- Collaboration: Work closely with the development, infrastructure, and product teams to identify system bugs, implement fixes, and contribute to system improvements.
- Incident Management: Manage and prioritize support tickets, ensuring timely resolution of critical issues. Escalate unresolved issues to senior technical staff as necessary.
- System Upgrades and Patches: Assist in the planning and execution of system upgrades, patches, and updates to ensure optimal performance and compliance with industry standards.
- Reporting: Provide regular status reports on system performance, ongoing support tickets, and other relevant metrics to management.
Required Skills & Qualifications
- Education: Bachelor’s degree in Information Technology, Computer Science, or a related field, or equivalent work experience.
- Experience: Minimum 2-3 years of experience in technical support, preferably supporting financial or wealth management systems.
- Technical Skills:
- Knowledge of Support ticketing systems such as ServiceNow and JIRA
- Proficiency in troubleshooting software and hardware issues.
- Familiarity with SQL databases and querying tools.
- Experience with system integrations and working with APIs.
- Problem-Solving Skills: Ability to quickly diagnose and resolve issues with a strong focus on delivering customer satisfaction.
- Communication Skills: Excellent written and verbal communication skills with the ability to explain technical issues to non-technical users.
- Team Player: Ability to collaborate effectively with cross-functional teams and contribute to projects.
- Attention to Detail: Strong analytical and problem-solving abilities, with an eye for detail to ensure systems run optimally.
Preferred Qualifications
- Understanding of wealth management systems is a plus
- Knowledge of financial industry standards, regulations, and compliance requirements.
- Familiarity with cloud platforms (AWS, Azure, etc.) and virtualized environments
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 accessible.recruitment@ci.com, or call 416-364-1145 ext. 4747.
