Private Client Services Coordinator Private Client Services Coordinator 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.

At CI, we see a great place to work as one that is a protected 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.

Act as the primary service contact for Investment Counsellors, HNW or UHNW Wealth Advisors, and end-clients

Investigate account-related problems, make recommendations, and implement the best possible agreed-upon solution for the client in a timely manner

Respond to account-specific inquiries and procedural questions about the Private Client program via email and phone and provide value added suggestions where possible

Liaise and maintain strong relationships with internal departments (PC Administration, Investment Policy Group, PC trading desk, Managed Solutions), Investment Counsellors, CIPW Private Counsel Advisors, and Custodians (CI Investment Services, RBC Investor Services Trust, NBIN)

Keep current on industry updates, custodian announcements, corporate initiatives, product changes and updates to policies and procedures to assist with field support and inquiries.

Assist with various reporting requests from the field (ie. client statements, trade confirms and tax packages)





Assist in special projects and various campaigns where applicable.

Completion of post-secondary education in Business or a related discipline

CSE required, CFA nice-to-have

Private Client or high net worth industry experience considered an asset

Exceptional customer service and relationship-building skills

CI Financial is an independent company offering global wealth management and asset management advisory services through diverse financial services firms. 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.

Training

Reimbursement

Corporate Discount Program

Parental Leave Top–up program

We are focused on building a diverse and inclusive workforce. 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.Seniority level Entry level

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📌 Client Relationship Manager, Asset Management (H/F) (Toronto)
🏢 CI Financial
📍 Toronto