Step into the role of Private Client Service Associate with Connor, Clark & Lunn in Toronto. This hybrid position focuses on delivering exceptional service to high-net-worth clients and supporting investment professionals effectively.
Your experience of at least three years in the financial services sector will be crucial as you assist in managing client relationships and resolving complex inquiries. You will ensure client satisfaction by organizing meetings, providing expert knowledge about the firm’s offerings, and supervising onboarding processes to enhance each client's journey.
Key Responsibilities:
• Support investment teams with wealth management services
• Handle client requests and facilitate resolutions
• Maintain up-to-date knowledge for client inquiries
• Prepare materials and schedules for client meetings
• Oversee the onboarding process for new clients
Requirements:
• Undergraduate degree or financial services certification preferred
• At lea...