Private Client Services Coordinator

CI Financial is an independent company offering global wealth management and asset management advisory services. They are currently seeking a Private Client Services Coordinator to act as the primary service contact for Investment Counselors and Financial Advisors, handling account administration and coordinating requests for high-net worth clients.ResponsibilitiesAct as the primary service contact for ICs, financial advisors, and clientsInvestigate account-related problems, make recommendations, and implement the best possible agreed-upon solution for the client in a timely mannerRespond to account-specific inquiries and procedural questions about the Private Client program via email and phone and provide value added suggestions where possibleLiaise and maintain strong relationships with internal departments (PC Administration, Investment Policy (IP) Group, PC trading desk, Managed Solutions), ICs, Stonegate Private Counsel Advisors, and Custodians (RBC Investor Services Trust, NBIN)Submit accurate and complete trade requests prior to 2 pm and seek appropriate approvals and where appropriate (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 inquiriesAssist with various reporting requests from the field (ie. statements and tax packages)Assist in special projects and various campaigns where applicableSkillsCompletion of post-secondary education in Business or a related disciplineExperience in the investment industry; Private Client or high net worth industry experience considered an assetMutual fund and securities industry knowledgeExceptional customer service and relationship-building skillsExceptional written and verbal communication skillsAbility to work in a high-pressure environmentAbility to be resourceful and work independentlyBenefitsHealth insurance coverageWellness programsLife and disability insuranceRetirement savings plansPaid leave programsEducation-related programsPaid holidays and vacation timeModern HQ location within walking distance from Union StationFlexible & Hybrid Work ProgramEquipment Purchase ProgramTraining ReimbursementPaid Professional DesignationsEmployee Share Purchase Program (ESPP)Corporate Discount ProgramEnhanced group benefitsParental Leave Top–up programFitness membership discountsVolunteer paid DaysComplimentary vending machinesCompany OverviewCI Financial provides global wealth and asset management advisory services. It was founded in 1965, and is headquartered in Toronto, Ontario, CAN, with a workforce of 1001-5000 employees. Its website is https://www.cifinancial.com/ci-financial/.



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