Private Client Services Associate Toronto
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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
- Strong 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 Professionals.
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