CI Wealth Quality Assurance Specialist

Join CI Wealth as a Quality Assurance Analyst and contribute to client service excellence! In this in-office role, you’ll drive Quality Evaluations to enhance client interactions across various channels.
As a critical member of the Learning & Development team, you will be responsible for conducting evaluations and coaching team members on best practices. Your keen analytical skills will help document performance trends and service enhancements while mentoring new hires during their onboarding process.
Key Responsibilities:
• Conduct detailed Quality Evaluations for client interactions
• Monitor calls and deliver constructive feedback to team members
• Document and analyze service performance trends using data
• Provide valuable insights during team meetings and presentations
• Assist in mentoring and training newly onboarded team members
Requirements:
• In-depth knowledge of CI and Assante products and services
• Strong customer service skills with effecti...