Join CI Financial as a Private Client Senior Services Coordinator and enhance your expertise in high-net-worth client relations. This role requires onsite collaboration four days a week within a energetic team.
As a pivotal member of the Private Client Services team, you will connect Investment Counselors and Financial Advisors with essential resources. This includes coordinating complex account requests and problem-solving client inquiries effectively. Your role is crucial in ensuring seamless interactions and maintaining excellent service standards.
Key Responsibilities:
• Act as the main liaison for advisors and clients
• Resolve account problems swiftly with recommended solutions
• Address procedural questions via email and phone
• Liaise with internal departments and custodians
• Ensure timely submission of complete trade requests
Requirements:
• Completion of post-secondary education in Business
• Background in investment or high net worth client service
• Familiarity with mutual funds and securities
• Proven relationship-building and communication skills
• Ability to perform under pressure and work independently
Leverage your skills in account management and support to thrive in this role at CI Financial.
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