27 Aug
|
CI Financial
|
Toronto
27 Aug
CI Financial
Toronto
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 setting, 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.
📌 Senior Private Client Services Coordinator — Onsite 4x/wk Toronto
🏢 CI Financial
📍 Toronto