Join CC&L; Financial Group as a Client Service Associate in Toronto, supporting high-net-worth individuals while leveraging your financial knowledge. This hybrid role combines in-office and work from home, focusing on client management and exceptional service.

As a valuable member of our dedicated team, your role will involve collaborating with Investment Professionals and addressing client needs promptly. You will ensure that all client requests are managed effectively and be responsible for onboarding and scheduling. Your expertise in the financial industry will enhance the client experience and foster lasting relationships.

Key Responsibilities:
• Assist Investment Professionals in client wealth management
• Handle client requests and ensure timely resolutions




• Manage client meetings and related materials
• Support the onboarding process for new clients
• Execute transactional requests and oversee cash settlements

Requirements:
• Financial degree or relevant designation preferred
• At least 3 years of related experience
• Strong understanding of regulatory financial practices
• Detail-oriented with excellent analytical skills
• Proven initiative and accountability in client service

Leverage your financial acumen and client service skills to make a meaningful impact in this role.
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📌 Client Service Associate at CC&L Financial (Ontario)
🏢 Connor, Clark & Lunn Private Capital
📍 Ontario