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Private Client Services Coordinator
3 hours ago
**Description**
At CI, we see a great place to work as one that is a safe place for everyone to have a voice, where people are empowered to take ownership over meaningful work, where there is an opportunity to grow through stretching themselves, where they can work on innovative products and projects, and where employees are supported and engaged in doing so.
**WHAT YOU WILL DO**
- Act as the primary service contact for Investment Counsellors, HNW or UHNW Wealth Advisors, and end-clients
- Investigate account-related problems, make recommendations, and implement the best possible agreed-upon solution for the client in a timely manner
- Liaise and maintain strong relationships with internal departments (PC Administration, Investment Policy Group, PC trading desk, Managed Solutions), Investment Counsellors, CIPW Private Counsel Advisors, and Custodians (CI Investment Services, RBC Investor Services Trust, NBIN)
- Submit accurate and complete trade requests prior to 2:00pm and seek appropriate approvals and where applicable (depending on the ICs/region assigned)
- Keep current on industry updates, custodian announcements, corporate initiatives, product changes and updates to policies and procedures to assist with field support and inquiries.
- Assist with various reporting requests from the field (ie. client statements, trade confirms and tax packages)
- Assist in special projects and various campaigns where applicable.
**WHAT YOU WILL BRING**
- Completion of post-secondary education in Business or a related discipline
- Experience in the investment industry; Private Client or high net worth industry experience considered an asset
- Mutual fund and securities industry knowledge
- Exceptional customer service and relationship-building skills
- Exceptional written and verbal communication skills
- Ability to work in a high-pressure environment
- Ability to be resourceful and work independently
CI Financial is an independent company offering global wealth management and asset management advisory services through diverse financial services firms. Since 1965, we have consistently anticipated and responded to the changing needs of investors. We are driven by a commitment to provide individuals and institutions with the highest-quality investments and advice.
Our commitment to the highest levels of performance means that whatever their position, CI employees must be comfortable in a fast-paced environment that will stretch them to tap into their highest potential. Employees with a healthy dose of ambition, a desire to commit to a curious mindset for continuous learning, and a willingness to go the extra mile thrive at CI.
**WHAT WE OFFER**
- 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
