Transform client services as a Private Client Services Coordinator, the key liaison for investment professionals. Ensure exceptional communication and service for high-net-worth clients in a fast-paced setting.
In this significant role, you will engage with investment counselors and financial advisors to streamline operations within the Private Client Services team. This position requires a proactive attitude to address account-related challenges and facilitate smooth communications among various departments. Your expertise will be invaluable as you navigate complex processes and enhance client satisfaction.
Key Responsibilities:
• Facilitate service interactions with investment counselors and advisors
• Investigate and resolve any account-related issues
• Provide prompt responses to account inquiries
• Build strong relationships with custodians and departments
• Submit precise trade requests before deadlines
Requirements:
• Completion of post-secondary education relevant to Business
• Experience within the private client or investment fields
• Knowledge of mutual fund and securities industries
• Exceptional verbal and written communication skills
• Ability to work effectively in a high-pressure, independent environment
Harness your skills to elevate client services and make a meaningful impact in a team-oriented office environment.
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Apply on Kit Job: kitjob.ca/job/2g9f67
📌 Drive Client Success as a Private Client Services Coordinator (Toronto)
🏢 CI Financial
📍 Toronto
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