Support high-net-worth clients in Toronto through private client services, relationship management, and investment product knowledge within a hybrid office model.

As a Private Client Service Associate, you will support Investment Professionals serving clients and financial advisors. The position combines client requests, onboarding, transactional coordination, and administrative support. You will use market knowledge, regulatory understanding, and analytical skills to address complex inquiries and manage client needs.

Key Responsibilities:
Support Investment Professionals delivering wealth management services
Manage client requests and coordinate timely resolutions
Prepare meetings and manage client meeting schedules




Quarterback onboarding and establish positive client experiences
Execute transactions and coordinate cash settlements

Requirements:
Minimum three years of related or transferable experience
Undergraduate degree or financial services designation asset
Solid administrative and regulatory knowledge
Analytical, logical, and methodical problem-solving approach
Excellent English communication and organizational skills

Bring client relationship, financial analysis, and coordination skills to support Connor, Clark & Lunn clients and Investment Specialists.

📌 Private Client Services Associate Toronto
🏢 Connor, Clark & Lunn Financial Group
📍 Toronto