Jobs Filtered by

canada Private Client Services Coordinator

  • Location
    (CANADA) and Toronto
  • Job Reference
    16080
  • Functional Area/Experience
    Business, Accounting & Finance / Fresh Graduate

Job Description & Qualifications

CI Global Asset Management is one of the country’s largest investment fund companies. CI is known for its innovation and ability to adapt quickly to the changing needs of Canadian investors. It provides employees with a fast-paced and challenging work environment with opportunities for advancement. CI is part of CI Financial, a diverse group of financial services firms.

We are currently seeking a Private Client Service Coordinator to join our Private Client Service team. As the primary service contact for Investment Counselors (IC), Financial Advisors and their Assistants, the Private Client Service Coordinator acts as a liaison with the Custodian (RBC IST/NBIN) and CI back-offices. Primary responsibilities include account administration, investigating account issues and coordinating complicated requests with administration and custodians for high-net worth clients.

What you will do

  • Act as the primary service contact for ICs, financial advisors, and clients
  • Investigate account-related problems, make recommendations, and implement the best-possible agreed-upon solution for the client in a timely manner
  • Respond to account-specific inquiries and procedural questions about the Private Client program via email and phone
  • Liaise and maintain strong relationships with internal departments (PC admin, 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) 

What you will bring

  • Completion of post-secondary education in Business or a related discipline 
  • Experience in the investment industry; Private Client or high net worth industry experience considered an asset 

What you can expect from us

Our dedication to the Employee Experience at CI is aimed at supporting, empowering and inspiring our talented team through:

  • Recognition & Compensation
  • Training & Development
  • Health & Well-being
  • Communication & Feedback  

If you are a passionate, committed and dynamic individual, please submit your resume in confidence.

CI Financial Corp. and all of our affiliates (“CI”) are committed to fair and accessible employment practices and we are committed to providing accommodations for persons with disabilities. If you require accommodations in order to apply for any job opportunities, or require this posting in an additional format, please contact us at accessible.recruitment@ci.com, or call 416-364-1145 ext. 4747. 



Job Skills/Competencies Required

  • Mutual fund and securities industry knowledge
  • Exceptional customer service and relationship-building skills
  • Exceptional written and verbal communication skills 
  • Ability to work in a high-pressure environment