Private Client Services Lead - High-Net-Worth Support (Toronto)

Private Client Services Lead - High-Net-Worth Support (Toronto)

15 Sep
|
CI Financial
|
Toronto

15 Sep

CI Financial

Toronto

CI Financial is seeking a Private Client Senior Services Coordinator to join the Private Client Services team. You will act as the primary service contact for Investment Counselors, Financial Advisors and their assistants, liaising with custodians and CI back-offices in a high net worth workplace.

This role emphasizes account administration, resolving complex issues, and coordinating requests with administration and custodians.

📌 Private Client Services Lead - High-Net-Worth Support (Toronto)
🏢 CI Financial
📍 Toronto

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