CI Financial is seeking a Private Client Senior Services Coordinator to act as the primary service contact for Investment Counselors, Financial Advisors and their Assistants. The role liaises with custodians and CI back-offices in a high net worth workplace, coordinating complex requests and account administration.
You will respond to inquiries, investigate problems, and maintain relationships with internal teams to ensure timely, accurate solutions and compliance with procedures.
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📌 Senior Private Client Services Coordinator — Onsite 4x/wk (Toronto)
🏢 CI Financial
📍 Toronto
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