Become a key part of CI Financial as a Private Client Administration Associate, dedicated to providing outstanding administrative support to our high net worth clients. This role is based onsite and emphasizes swift and accurate handling of financial requests.In this position, you will support various client requests related to accounts and transfers while adhering to compliance protocols. You will collaborate with internal teams and custodians, fostering positive working relationships essential for excellence.Key Responsibilities:
Process all client requests with accuracy
Handle demanding tasks involving over $1M in requests
Follow internal and custodian compliance diligently
Cultivate solid relationships within the organization
Quickly address queries from internal departmentsRequirements:
Post-secondary education is required
At least 2 years of administrative experience preferred
Familiarity with CSC or IFIC Operations is advantageous
Proficient in Microsoft Office applications
Solid attention to detail and service orientationServe high net worth clients professionally and accurately, enhancing their experience at CI Financial.#J-18808-Ljbffr

📌 Onsite Private Client Associate At Ci Fredericton
🏢 CI Investments
📍 Fredericton