Private Client Services Associate

5 days ago

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

We are looking for the next Private Client Services Associate to join our Edmonton office. In this role, you will be a member of a collaborative and client-focused team requiring exceptional communication and problem-solving skills. You will support assigned Investment Professionals in handling client relationships to deliver exemplary client service through a combination of client-relationship and time-management abilities, as well as market and product knowledge.

What You Will Do
  • Build and galvanize relationships through professional communication with clients
  • Work with internal operational teams to resolve issues that may arise and respond to client inquiries
  • Understand the platform of investment products and services, enabling you to service clients
  • Customize presentation materials for new and existing clients
  • Lead the onboarding process and establish a foundation for a positive client experience
  • Execute all transactional requests and coordinate cash settlements as needed
  • Contribute to improving and streamlining the service model and operational procedures
  • Participate in ad hoc projects and special assignments as needed
What You Bring
  • 5+ years of related or transferable work experience
  • Undergraduate degree, preferably in a related field and/or relevant work experience in a similar role
  • Excellent written and verbal communication skills
  • Exceptional attention to detail
  • Experienced working independently, as well as in partnership with other team members
  • Strong organizational and time-management skills with a proven ability to multi-task and work autonomously
  • Good judgment coupled with the ability to set clear expectations and make sound decisions
  • Advanced user of Excel, PowerPoint, Word and Adobe Acrobat
  • Understanding of private client service and investment management practice is an asset
About Connor, Clark & Lunn Private Capital:

At CC&L Financial Group, we understand the value of opportunity – for our clients and our team. 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.

For a closer look at how you can build your career with us, we invite you to explore www.cclgroup.com.

CC&L 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.

To apply for this position, please submit your resume and cover letter as one PDF. We thank all applicants in advance for their interest, but only those candidates shortlisted for interviews will be contacted. No telephone calls or recruitment agencies will be accepted.

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