At a Glance
- Tasks: Support high-net-worth clients and enhance their experience through effective communication.
- Company: Join a leading firm dedicated to exceptional client service.
- Benefits: Gain valuable experience, competitive salary, and opportunities for growth.
- Other info: Fast-paced environment with a focus on client satisfaction and teamwork.
- Why this job: Be the go-to person for clients and make a real difference in their financial journey.
- Qualifications: Post-secondary education in Business; CSE required, CFA preferred.
The predicted salary is between 47250 - 57750 $ per year.
Support high-net-worth clients as a Private Client Services Support Coordinator.
Address inquiries, resolve issues, and enhance client interactions by collaborating with Investment Counsellors and internal teams.
This entry-level role empowers you to be the primary service liaison, assisting clients with account management and procedural questions.
Your expertise will drive effective communication while submitting trades and addressing industry updates to ensure proactive support.
Key
Responsibilities
- Serve as the main contact for clients and stakeholders
- Investigate and solve account-related challenges effectively
- Respond to client inquiries about Private Client services
- Coordinate with internal teams to enhance client support
- Ensure timely submission of accurate trade requests
Requirements
- Post-secondary education in Business or a relevant field
- CSE is mandatory; CFA preferred
- Experience in investment or private client sectors
- Strong customer service and verbal/written communication
- Ability to work independently in fast-paced environments
Enhance client satisfaction by leveraging your skills in service coordination and client relationship management. #J-18808-Ljbffr
Private Client Services Support Coordinator in Toronto employer: CI Financial
CI Financial is an exceptional employer that fosters a collaborative and innovative work culture in the heart of Toronto. With a strong commitment to employee growth, we offer comprehensive training programs and career advancement opportunities, ensuring that our team members thrive in their roles. Join us to be part of a dynamic environment where your contributions directly impact the success of our M&A operations and integrations.
