Private Client Service Associate
C
Connor, Clark & Lunn Financial Group Ltd.Financial Services
Montréal, Quebec, Canada. Our offices currently operate on a hybrid model with a combination of in-office and remote working days throughout the week.Full-TimeSenior
Salary not disclosed
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Job Details
- Experience
- Minimum 5 years of related or transferable work experience
- Required Skills
- Time ManagementClient relationship management
Requirements
- An undergraduate degree or a related financial services designation is an asset
- Minimum 5 years of related or transferable work experience
- Excellent communication skills
- 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
Responsibilities
- 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 firm’s 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
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