Private Client Services Coordinator

CI Financial•Toronto, ON

46d•Onsite

About The Position

At CI, we see a great place to work as one that is a safe place for everyone to have a voice, where people are empowered to take ownership over meaningful work, where there is an opportunity to grow through stretching themselves, where they can work on innovative products and projects, and where employees are supported and engaged in doing so. We are currently seeking a Private Client Services Coordinator to join our Private Client Services 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 in a high net worth and fast-paced environment. Primary responsibilities include account administration, investigating account issues and coordinating complicated requests with administration and custodians for high-net worth clients.

Requirements

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
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
Ability to be resourceful and work independently

Responsibilities

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 and provide value added suggestions where possible
Liaise and maintain strong relationships with internal departments (PC Administration, 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)
Keep current on industry updates, custodian announcements, corporate initiatives, product changes and updates to policies and procedures to assist with field support and inquiries.
Assist with various reporting requests from the field (ie. statements and tax packages)
Assist in special projects and various campaigns where applicable.