Support high-net-worth clients as a Private Client Services Support Coordinator. Address inquiries, resolve issues, and enhance client interactions by collaborating with Investment Counsellors and internal teams.This entry-level role empowers you to be the primary service liaison, assisting clients with account management and procedural questions. Your expertise will drive effective communication while submitting trades and addressing industry updates to ensure proactive support.Key Responsibilities:
• Serve as the main contact for clients and stakeholders
• Investigate and solve account-related challenges effectively
• Respond to client inquiries about Private Client services
• Coordinate with internal teams to enhance client support
• Ensure timely submission of accurate trade requestsRequirements:
• Post-secondary education in Business or a relevant field
• CSE is mandatory; CFA preferred
• Experience in investment or private client sectors
• Robust customer service and verbal/written communication
• Ability to work independently in fast-paced environmentsEnhance client satisfaction by leveraging your skills in service coordination and client relationship management.
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📌 Private Client Services Support Coordinator (Toronto)
🏢 CI Financial
📍 Toronto