Elevate your career as a Private Client Senior Services Coordinator with CI Financial in a supportive, collaborative environment. Drive exceptional client service and relationship management while working onsite four days a week. CI Financial seeks a motivated Senior Services Coordinator to act as the key contact for Investment Counselors and Financial Advisors.

You will be responsible for account administration, solving account issues, and managing requests for high-net-worth clients while staying current with industry updates. This role requires exceptional communication skills and the ability to thrive in a fast-paced workplace. Key Responsibilities:

- Serve as the primary service contact for advisors and clients
- Investigate account issues and propose optimal solutions




- Respond to inquiries about the Private Client program
- Maintain strong relationships with internal departments and custodians
- Submit accurate trade requests before deadlines Requirements:
- Post-secondary education in Business or related field
- Experience in investment or high net worth sectors
- Knowledge of mutual funds and securities
- Strong customer service and communication skills
- Ability to work in high-pressure environments Harness your expertise in client services and relationship management to excel at CI Financial.

📌 Senior Services Coordinator at CI Financial (Toronto)
🏢 CI Financial
📍 Toronto