Join CC&L Financial Group as a Private Client Service Associate in Toronto, enhancing client relationships and providing top-notch financial services in a hybrid setting.
In this role, you will collaborate with Investment Professionals to deliver unparalleled wealth management services. With at least 3 years of experience, you will leverage your administrative skills and market knowledge to effectively manage client requests and ensure satisfaction. Join a supportive team focused on serving high-net-worth clients with excellence.
Key Responsibilities:
• Support Investment Professionals by delivering wealth management services
• Manage client inquiries and provide timely resolutions
• Stay informed about the firm's offerings and investment practices
• Prepare materials and schedule client meetings effectively
• Facilitate a smooth onboarding experience for clients
Requirements:
• Minimum 3 years of relevant work experience
• An undergraduate degree or finan...