Private Client Service Associate

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OtherClient Service Associate

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Quick Summary

Overview

Join one of Canada's largest independent and privately held discretionary investment managers and help clients achieve their unique financial goals while providing exemplary service.

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OtherClient Service Associate

Join one of Canada's largest independent and privately held discretionary investment managers and help clients achieve their unique financial goals while providing exemplary service. Our independence allows us to attract and retain top talent with a model of employee ownership that aligns your interests with our client.

We are looking a Private Client Service Associate for an existing vacancy in our our Toronto office. In this role, you will be a member of a collaborative and client focused team delivering exemplary service to our high-net-worth clients. Through a combination of superior client-relationship abilities and extensive market and product knowledge, you will support Investment Professionals addressing the needs of clients and financial advisors. Our offices currently operate on a hybrid model with a combination of in-office and remote working days throughout the week.

What You Will Do

Support Investment Professional(s) in providing first-class wealth management services to our clients
Effectively manage client requests and timely resolutions liaising with internal teams when required
Maintain expert knowledge on firm’s offerings and investment practice assisting with complex inquiries
Manage the schedule of client meetings and prepare client meeting materials
Quarterback the client onboarding process and establish a foundation for a positive client experience
Oversee client requests for non-financial changes, managing the process from start to finish
Execute transactional requests and coordinate cash settlements as needed
Provide administrative support and back up as required
Actively engage in ongoing learning and development to continuously improve skills and knowledge

What You Bring

An undergraduate degree or a related financial services designation is an asset
Minimum 3 years of related or transferable work experience
CIM or CFA candidate is an asset
Strong administrative background and in-depth knowledge of the regulatory requirements of the financial industry
Research-oriented with a focus on thorough analysis
Logical and methodical approach to problem-solving
Strong analytical skills and ability to handle complex financial data
Proven accountability, initiative and success working on a large book of business
The ability to work in a dynamic and fast paced environment requiring strong organization, time management and prioritization skills
Experience working independently, as well as in partnership with other team members
Excellent communication skills in English

The salary range for this position is $60,000-$85,000. The salary range provided reflects the base salary range for this position as required by legislation. In addition, there is an annual performance bonus which contributes to the total compensation for this position. Further questions may be directed to the HR team during the interview process.

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

CC&L Financial Group 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. 

Your application will be reviewed by a member of the hiring team - AI is not used in the screening, assessment or selection of applications at this time.