Private Client Service Associate

Canada·Vancouvermid

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.

Key Responsibilities

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…

Requirements Summary

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…

Technical Tools

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 Vancouver 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 5 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 expected base salary range for this position is $60,000–$85,000. The midpoint represents our general market target for a fully qualified and experienced individual performing the role. Actual starting salary may fall below or above the midpoint depending on the candidate's relevant experience, skills and qualifications, as well as internal equity considerations. Further questions may be directed to the HR team during the interview process.

#LI-HYBRID #LI-SJ1

What We Offer
At Connor, Clark & Lunn Financial Group, we’re "invested in our greatest asset, you". Our shared goals reflect what matters most to our people:

Your community: we foster belonging through collaboration, inclusion and flexibility. Enjoy social events, volunteering and a strong commitment to corporate social responsibility. Our flexible work practices are designed to support work-life balance and provide employees with flexibility in where and how they work
Your growth: we prioritize your development with meaningful work, continuous learning budgets, paid study days and support for professional designations.
Recognizing you: your contributions are rewarded with competitive total compensation, retirement savings support, wellness credits, enhanced parental leave, and comprehensive health benefits.

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

We are committed to providing an inclusive, accessible recruitment and selection process. We welcome and encourage applications from people with disabilities. Accommodations are available on request for candidates taking part in all aspects of the recruitment and selection process. Please contact talentacquisition@cclgroup.com if you require accommodation.

AI may be used to support certain stages of our screening & recruitment process. These tools support, but do not replace, human judgment and decision-making.