Job Description
Step into a rewarding career as a Private Client Service Associate with CC&L Financial Group in Toronto. Deliver exceptional wealth management services while working in a hybrid model.
As a Private Client Service Associate, you'll become part of a collaborative team dedicated to high-net-worth clients. Your expertise in client relationships and market knowledge will support Investment Professionals in addressing client needs. This role encompasses managing client communications, onboarding, and administrative tasks, ensuring top-notch service delivery.
Key Responsibilities:
• Support wealth management services for clients
• Manage client requests and ensure timely resolutions
• Maintain expert knowledge on firm offerings and practices
• Prepare materials and schedule client meetings
• Oversee onboarding and non-financial client requests
Requirements:
• Undergraduate degree or financial services designation
• Minimum 3 years of related work experience
• ...
As a Private Client Service Associate, you'll become part of a collaborative team dedicated to high-net-worth clients. Your expertise in client relationships and market knowledge will support Investment Professionals in addressing client needs. This role encompasses managing client communications, onboarding, and administrative tasks, ensuring top-notch service delivery.
Key Responsibilities:
• Support wealth management services for clients
• Manage client requests and ensure timely resolutions
• Maintain expert knowledge on firm offerings and practices
• Prepare materials and schedule client meetings
• Oversee onboarding and non-financial client requests
Requirements:
• Undergraduate degree or financial services designation
• Minimum 3 years of related work experience
• ...
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