Private Client Services Specialist

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

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.