Private Client Services Coordinator

CI Financial; Toronto; On-site; CAD 87,800 - 116,745; Full time

Benefits offered by this job

Modern HQ location within walking distance from Union Station

Training Reimbursement

Paid Professional Designations

Employee Share Purchase Program (ESPP)

Corporate Discount Program

Enhanced group benefits

Parental Leave Top–up program

Fitness membership discounts

Paid Volunteer Days

Job summary

CI Financial seeks a Private Client Services Coordinator to enhance client satisfaction through exemplary service and support. This entry-level role involves managing client inquiries, fostering strong internal relationships, and assisting in various projects. Candidates should exhibit strong communication and problem-solving skills, with a preference for those with relevant education and investment experience.

Qualifications

• CSE required; CFA nice-to-have.
• Experience in the investment industry; Private Client or high net worth industry experience considered an asset.
• Mutual fund and securities industry knowledge.

Responsibilities

• Act as the primary service contact for Investment Counsellors and end-clients.
• Investigate account-related problems and implement solutions.
• Respond to account inquiries and maintain relationships with internal departments.

Skills

Customer service

Relationship-building

Communication

Resourcefulness

Education

Completion of post-secondary education in Business or a related discipline

Job description

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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.

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.

WHAT YOU WILL DO

• Act as the primary service contact for Investment Counsellors, HNW or UHNW Wealth Advisors, and end-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 Group, PC trading desk, Managed Solutions), Investment Counsellors, CIPW Private Counsel Advisors, and Custodians (CI Investment Services, RBC Investor Services Trust, NBIN)
• Submit accurate and complete trade requests prior to 2:00pm and seek appropriate approvals and where applicable (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. client statements, trade confirms 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
• CSE required, CFA nice-to-have
• 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

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. WHAT WE OFFER

• Modern HQ location within walking distance from Union Station
• Training Reimbursement
• Paid Professional Designations
• Employee Share Purchase Program (ESPP)
• Corporate Discount Program
• Enhanced group benefits
• Parental Leave Top–up program
• Fitness membership discounts
• Paid Volunteer Days

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 apply to investigate the opportunity further. Please submit your resume in confidence by clicking “Apply”. Only qualified candidates selected for an interview will be contacted. 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. If you require accommodations in order to apply for any job opportunities, require this posting in an additional format, or require accommodation at any stage of the recruitment process please contact us at [e-mail], or call 416-364-1145 ext. 4747.

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Other

Job function

• Job function

  Business Development and Sales

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