Shape your career in wealth management as a Private Client Service Associate with Connor, Clark & Lunn Private Capital in Vancouver. Your client relationship skills will be pivotal in delivering superior service.
As part of a dynamic team at CC&L, you'll work closely with Investment Professionals to ensure high-net-worth clients receive exemplary wealth management. Your responsibilities include managing complex requests, preparing meeting materials, and overseeing the onboarding process. Commitment to ongoing professional development will enhance your capacity to meet client needs effectively.
Key Responsibilities:
- Assist Investment Professionals with client wealth management
- Manage client inquiries for prompt resolutions
- Maintain up-to-date knowledge on investment offerings
- Schedule client meetings and prepare relevant documents
- Orchestrate the onboarding process for new clients
Requirements:
- Undergraduate degree or financial services credential preferred
- At least 5 years' experience in a related field
- Excellent verbal communication skills in English
- Strong foundation in regulatory requirements of finance
- Proven track record managing larger books of business
Join Connor, Clark & Lunn and excel in a rewarding client service environment.
Wealth Management Associate at CC&L in Vancouver employer: Connor, Clark & Lunn Private Capital Ltd. (CC&L)
Join a leading investment management firm in Vancouver, where we prioritise employee growth and foster a collaborative work culture. With competitive salaries starting at $65,000 and performance bonuses, we offer meaningful opportunities for advancement while supporting our team in delivering exceptional service to high-net-worth clients. Experience the unique advantage of working in a vibrant city that combines professional development with a rich lifestyle.
Contact Details:
Connor, Clark & Lunn Private Capital Ltd. (CC&L) Recruitment Team
