Private Client Services Coordinator

CI Investments Inc. is seeking a Private Client Services Coordinator to join their Private Client Services team. This role serves as the primary service contact for Investment Counselors and Financial Advisors, focusing on account administration and resolving account-related issues 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 timeTraining ReimbursementPaid Professional DesignationsEmployee Savings Plan (ESP)Corporate Discount ProgramEnhanced group benefitsParental Leave Top–up programPaid time off for VolunteeringCompany OverviewCorient offers wealth management and consulting services. It was founded in 2015, and is headquartered in Miami, Florida, USA, with a workforce of 1001-5000 employees. Its website is https://corient.com.



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