Private Client Service Associate

Connor, Clark & Lunn Private Capital Ltd. (CC&L); Vancouver; On-site; CAD 58,500 - 71,500; Full time

Job summary

A leading investment management firm in Vancouver is seeking a Private Client Service Associate. In this role, you will support investment professionals and deliver exemplary service to high-net-worth clients. With a minimum of 5 years of experience and strong communication skills, you'll thrive in a dynamic, client-focused environment. The starting salary is $65,000 annually with additional performance bonuses.

Qualifications

• Minimum 5 years of related or transferable work experience.
• Proven accountability and initiative working on a large book of business.
• Experience working independently and in partnership with team members.

Responsibilities

• Support Investment Professional(s) in providing wealth management services.
• Manage client requests and ensure timely resolutions.
• Oversee client onboarding process to ensure positive experience.

Skills

Excellent communication skills in English

Strong administrative background

Ability to work in a dynamic environment

Client relationship abilities

Strong organization and time management

Education

Undergraduate degree or related financial services designation

Job description

Join to apply for the Private Client Service Associate role at Connor, Clark & Lunn Private Capital Ltd. (CC&L)

Vancouver, BC

Join one of Canada's largest independent and privately held discretionary investment managers and help clients achieve their unique financial goals while providing exemplary service. Our independence allows us to attract and retain top talent with a model of employee ownership that aligns your interests with our client.

We are looking for a Private Client Service Associate to join our firm in our Vancouver office. In this role, you will be a member of a collaborative and client-focused team delivering exemplary service to our high-net-worth clients. Through a combination of superior client-relationship abilities and extensive market and product knowledge, you will support Investment Professionals addressing the needs of clients and financial advisors.

What You Will Do

• Support Investment Professional(s) in providing first-class wealth management services to our clients
• Effectively manage client requests and timely resolutions liaising with internal teams when required
• Maintain expert knowledge on firm’s offerings and investment practice assisting with complex inquiries
• Manage the schedule of client meetings and prepare client meeting materials
• Quarterback the client onboarding process and establish a foundation for a positive client experience
• Oversee client requests for non-financial changes, managing the process from start to finish
• Execute transactional requests and coordinate cash settlements as needed
• Provide administrative support and back up as required
• Actively engage in ongoing learning and development to continuously improve skills and knowledge

What You Bring

• An undergraduate degree or a related financial services designation is an asset
• Minimum 5 years of related or transferable work experience
• Excellent communication skills in English
• Strong administrative background and in-depth knowledge of the regulatory requirements of the financial industry
• Proven accountability, initiative and success working on a large book of business
• The ability to work in a dynamic and fast paced environment requiring strong organization, time management and prioritization skills
• Experience working independently, as well as in partnership with other team members

The starting salary range for this position is $65,000 annually. The salary range provided reflects the base salary range for this position as required by legislation. In addition, there is an annual performance bonus which contributes to the total compensation of this position. Further questions may be directed to the HR team during the interview process.

About Connor, Clark & Lunn Private Capital

CC&L Private Capital is part of Connor, Clark & Lunn Financial Group Ltd. Connor, Clark & Lunn Private Capital (“CC&L Private Capital”) is an affiliate of CCLFG, providing professional discretionary money management services to individual investors, foundations and endowments. The firm is currently responsible for approximately $14 billion in client assets. CC&L Financial Group, one of Canada's largest privately owned asset management firms, with more than 40 years of history and offices across Canada and in the US, the UK and India, CCLFG and our multi-boutique family of affiliate firms collectively manage over $167 billion in assets, providing a diverse range of traditional and alternative investment products and solutions to institutional, high-net-worth and retail clients.

For more information on CC&L Private Capital, we invite you to explore https://cclprivatecapital.com

CC&L is committed to creating a diverse and inclusive environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to gender, ethnicity, religion, sexual orientation or expression, disability, or age.

To apply for this position, please submit your resume and cover letter combined as one PDF document.

We thank all applicants in advance for their interest, but only those candidates shortlisted for interviews will be contacted. No telephone calls or recruitment agencies will be accepted.