Private Client Senior Services Coordinator

CI Financial; Toronto; On-site; CAD 43,000 - 71,000; Full time

Benefits offered by this job

Health insurance coverage

Wellness programs

Life and disability insurance

Retirement savings plans

Paid leave programs

Education-related programs

Paid holidays and vacation time

Corporate Discount Program

Job summary

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 environment, 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.

Qualifications

• Completion of post-secondary education in Business or a related discipline.
• Experience in the investment industry; Private Client or high net worth experience is a plus.
• Mutual fund and securities industry knowledge.
• Exceptional customer service and relationship-building skills.
• Exceptional written and verbal communication skills.
• Ability to work in a high-pressure environment.
• Ability to be resourceful and work independently.

Responsibilities

• Act as the primary service contact for Investment Counselors, financial advisors, and clients.
• Investigate account-related problems, make recommendations, and implement solutions promptly.
• Respond to account-specific inquiries and provide value-added suggestions via email and phone.
• Liaise with internal departments and custodians to support high-net-worth clients.
• Submit accurate trade requests and obtain appropriate approvals.
• Stay updated on industry changes, custodian announcements, and policy updates.
• Assist with reporting and campaigns as needed.

Skills

Customer service

Relationship building

Verbal communication

Written communication

Education

Post-secondary education in Business or related discipline

Job description

At CI, we see a great place to work as one that is a safe place for everyone to have a voice, where people are empowered to take ownership over meaningful work, where there is an opportunity to grow through stretching themselves, where they can work on innovative products and projects, and where employees are supported and engaged in doing so.

We are currently seeking a Private Client Senior Services Coordinator to join our Private Client Services team. As the primary service contact for Investment Counselors (IC), Financial Advisors and their Assistants, the Private Client Service Coordinator acts as a liaison with the Custodian (RBC IST/NBIN/CIIS) and CI back-offices in a high net worth and fast-paced environment. Primary responsibilities include account administration, investigating account issues and coordinating complicated requests with administration and custodians for high-net worth clients.

WHAT YOU WILL DO

• Act as the primary service contact for ICs, financial advisors, and clients
• Investigate account-related problems, make recommendations, and implement the best possible agreed-upon solution for the client in a timely manner
• Respond to account-specific inquiries and procedural questions about the Private Client program via email and phone and provide value added suggestions where possible
• Liaise and maintain strong relationships with internal departments (PC Administration, Investment Policy (IP) Group, PC trading desk, Managed Solutions), ICs, Stonegate Private Counsel Advisors, and Custodians (RBC Investor Services Trust, NBIN, CIIS)
• Submit accurate and complete trade requests prior to 2 pm and seek appropriate approvals and where appropriate (depending on the ICs/region assigned)
• Keep current on industry updates, custodian announcements, corporate initiatives, product changes and updates to policies and procedures to assist with field support and inquiries.
• Assist with various reporting requests from the field (ie. statements and tax packages)
• Assist in special projects and various campaigns where applicable.

WHAT YOU WILL BRING

• Completion of post-secondary education in Business or a related discipline
• Experience in the investment industry; Private Client or high net worth industry experience considered an asset
• Mutual fund and securities industry knowledge
• Exceptional customer service and relationship-building skills
• Exceptional written and verbal communication skills
• Ability to work in a high-pressure environment
• Ability to be resourceful and work independently

This role follows our in‑office work model and requires employees to be onsite four days per week to support collaboration and business needs.

This opportunity is for an existing vacancy with the company. The anticipated base salary range for this position is $42,500 to $71,000. Exact salary depends on several factors such as experience, skills, education, and budget. Salary range may vary based on geographic location. In addition to base salary, this position is eligible for participation in a bonus program. In addition, The Company offers a variety of benefits to eligible employees, including health insurance coverage, wellness programs, life and disability insurance, retirement savings plans, paid leave programs, education-related programs, paid holidays and vacation time, and many others. Many of these benefits are subsidized or fully paid for by the company.

CI Financial is an independent company offering global wealth management and asset management advisory services through diverse financial services firms. Since 1965, we have consistently anticipated and responded to the changing needs of investors. We are driven by a commitment to provide individuals and institutions with the highest-quality investments and advice. Our commitment to the highest levels of performance means that whatever their position, CI employees must be comfortable in a fast-paced environment that will stretch them to tap into their highest potential. Employees with a healthy dose of ambition, a desire to commit to a curious mindset for continuous learning, and a willingness to go the extra mile thrive at CI.

A Supportive Environment for Success

We offer an in-office environment, competitive benefits, and a supportive workplace to help our employees thrive both personally and professionally.

WHAT WE OFFER

• Modern HQ location within walking distance from Union Station
• Training Reimbursement
• Paid Professional Designations
• Employee Savings Plan (ESP)
• Corporate Discount Program
• Enhanced group benefits
• Parental Leave Top–up program
• Paid time off for Volunteering

We are focused on building a diverse and inclusive workforce. If you are excited about this role and are not confident you meet all the qualification requirements, we encourage you to investigate the opportunity further.

CI Financial Corp. and all of our affiliates (“CI”) are committed to fair and accessible employment practices and provide reasonable accommodations for persons with disabilities.