CI Financial Senior Services Coordinator Role

CI Financial is looking for a Private Client Senior Services Coordinator to enhance client engagement and service impact. This onsite role emphasizes strong communication and relationship management.

In this critical position, you will facilitate connections between Investment Counselors, Financial Advisors, and high-net-worth clients. Responsibilities will include account administration, troubleshooting inquiries, and managing communications internally and with custodians. The role demands exceptional problem-solving abilities in a high-pressure setting.

Key Responsibilities:

• Serve as the lead service contact for advisors and clients

• Investigate and resolve account-related concerns

• Provide timely responses to client inquiries

• Build and maintain relationships with various departments

• Submit accurate trade requests promptly

Requirements:

• Post-secondary education in Business or similar

• Prior experience in investment or private client services

• Understanding of mutual funds and securities

• Excellent customer service and communication skills

• Resourceful and able to work under pressure

Maximize your potential in client service excellence with CI Financial as a Senior Services Coordinator.
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