Financial Services Associate

5 days ago

Toronto, Ontario, Canada CC&L Private Capital Full time
About the Role

We are seeking a highly skilled and experienced Financial Services Associate to join our team at CC&L Private Capital. As a key member of our Private Client Service team, you will be responsible for providing exceptional client service and support to our high-net-worth clients.

Key Responsibilities
  • Provide expert-level support to our Private Client Service team, including client onboarding, account management, and investment research.
  • Develop and maintain strong relationships with clients, understanding their investment goals and objectives.
  • Collaborate with our investment team to identify and implement investment opportunities that meet our clients' needs.
  • Stay up-to-date on industry trends and developments, applying this knowledge to enhance our clients' investment experiences.
  • Contribute to the development and implementation of our Private Client Service strategy, working closely with our leadership team.
Requirements
  • 5+ years of experience in a related field, preferably in private client service or investment management.
  • Strong understanding of investment products and services, including private equity, hedge funds, and alternative investments.
  • Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues.
  • Proven ability to work independently and as part of a team, with a strong attention to detail and organizational skills.
  • Advanced user of Microsoft Office, including Excel, PowerPoint, and Word.
About CC&L Private Capital

CC&L Private Capital is a leading provider of professional discretionary money management services to individual investors, foundations, and endowments. With over $14 billion in client assets, we offer a diverse range of investment products and solutions to meet the unique needs of our clients.

We are committed to creating a diverse and inclusive environment, and we welcome applications from qualified candidates who share our values and commitment to excellence.

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