Private Client Service Associate

Crestpoint Real Estate Investments

Job Location:

Toronto - Canada

Monthly Salary: $ 60000 - 85000

Posted on: 9 hours ago

Vacancies: 1 Vacancy

Job Summary

Private Client Service Associate

Connor Clark & Lunn Private Capital Ltd.

Toronto ON

Join one of Canadas 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 aPrivate Client Service Associatefor an existing vacancy in our our Toronto 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 firms 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
Excellent communication skills in English
Strong administrative background and in-depth knowledge of the regulatory requirements of the financial industry
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

The salary range for this position is $60000-$85000. The salary range provided reflects the base salary range for this position as required by addition there is an annual performance bonus which contributes to the total compensation for this position. Further questions may be directed to the HR team during the interview process.

About Connor Clark & Lunn Financial Group

Independent and employee-owned we partner with investment professionals to grow successful asset management businesses giving them the space to innovate and truly make an impact.

With more than 40 years of history and offices across Canada and in the US the UK and India CC&L Financial Group and our multi-boutique family of affiliate firms collectively manage over $167 billion in assets providing a diverse range of traditional and alternative investment products and solutions to institutional high-net-worth and retail clients.

About Connor Clark & Lunn Private Capital

CC&L Private Capital is part of Connor Clark & Lunn Financial Group Ltd. Connor Clark & Lunn Private Capital (CC&L Private Capital) is an affiliate of CCLFG providing professional discretionary money management services to individual investors foundations and endowments. The firm is currently responsible for approximately $14 billion in client assets. CC&L Financial Group one of Canadas largest privately owned asset management firms. With more than 40 years of history and offices across Canada and in the US the UK and India CCL&L Financial Group and our multi-boutique family ofaffiliatefirms collectively manage over CAD$180 billion in assets providing a diverse range of traditional and alternative investment products and solutions to institutional high-net-worth and retail clients.

For more information on CC&L Private Capital we invite you to explorehttps://

CC&L Financial Group is committed to creating a diverse and inclusive environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to gender ethnicity religion sexual orientation or expression disability or age.

To apply for this position please submit your resume and cover letter as one application will be reviewed by a member of the hiringteam -AI is not used in the screening assessment or selection of applications at this time.

We thank all applicants in advance for their interest but only those candidates shortlisted for interviews will be contacted.No telephone calls or recruitment agencies will be accepted.

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Required Experience:

Private Client Service AssociateConnor Clark & Lunn Private Capital Ltd.Toronto ONJoin one of Canadas 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 attrac...