Intern, Private Client Service

1 month ago

Toronto, Canada Connor, Clark & Lunn Financial Group Full time

**Intern, Private Client Service**

**Connor, Clark & Lunn Private Capital Ltd.**

**Toronto, ON**

**The Position**

CC&L Private Capital Ltd. is seeking a Private Client Intern to join our Toronto-based **Private Client Services Team **for a **4-month term **from January to April 2025.

**What do we offer a Private Client Intern?**

A dynamic, fast-paced work environment where opportunities for learning and growth are abound. You will be a member of a collaborative and client-focused team. This is an opportunity to support our associate and Wealth Advisor teams with a variety of tasks and experience the Wealth Management cycle first-hand.

As a **Private Client Intern** you will:

- Perform data reconciliation, data entry, auditing and compliance for our client portfolios
- Populate and maintain client data in our internal CRM (APX) including paper and electronic filing
- Create reports on behalf of our clients via our internal CRM (APX)
- Assist Wealth Advisors in the preparation of client packages
- Provide ad hoc support to our associate and Wealth Advisor teams as needed

**Qualifications and Experience**

The** Private Client Intern** position is geared toward students either in their third/fourth year of an undergraduate degree or recently graduated with a focus on Finance, Business Administration, and/or Economics. We are seeking ambitious students with a strong academic track record, who are interested in making an impact in process efficiencies at CC&L.
- At least one previous internship experience in the area or Finance, Asset Management and/or Investment Management
- Excellent oral and written communication skills
- Excellent attention to detail
- Ability to work independently as well as in partnership with other team members, combined with a positive, can-do attitude
- Strong organizational and time management skills, the ability to multi-task and work autonomously
- Advanced knowledge of MS Suite, especially Excel, PowerPoint, Word and Adobe Acrobat
- Understanding of private client service and investment management practice is an asset

**About Connor, Clark & Lunn Financial Group**

Independent and employee-owned, we partner with investment professionals to grow successful asset management businesses, giving them the space to innovate and truly make an impact.

With more than 40 years of history and offices across Canada and in the US, the UK and India, CC&L Financial Group and our multi-boutique family of affiliate firms collectively manage over $133 billion in assets, providing a diverse range of traditional and alternative investment products and solutions to institutional, high-net-worth and retail clients.

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.
- Connor, Clark & Lunn Financial Group 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. _

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