CI Financial is looking for a Private Client Senior Services Coordinator to enhance client engagement and service impact. This onsite role emphasizes solid communication and relationship management. In this critical position, you will facilitate connections between Investment Counselors, Financial Advisors, and high-net-worth clients.

Responsibilities will include account administration, troubleshooting inquiries, and managing communications internally and with custodians. The role demands exceptional problem-solving abilities in a high-pressure setting. Key Responsibilities:
Serve as the lead service contact for advisors and clients
Investigate and resolve account-related concerns
Provide timely responses to client inquiries
Build and maintain relationships with various departments
Submit accurate trade requests promptly Requirements:
Post-secondary education in Business or similar
Prior experience in investment or private client services
Understanding of mutual funds and securities
Excellent customer service and communication skills
Resourceful and able to work under pressure Maximize your potential in client service excellence with CI Financial as a Senior Services Coordinator.

📌 Ci Financial Senior Services Coordinator Role Fredericton (Canada)
🏢 CI Investments
📍 Canada