Onsite Private Client Associate at CI

Become a key part of CI Financial as a Private Client Administration Associate, dedicated to providing outstanding administrative support to our high net worth clients. This role is based onsite and emphasizes swift and accurate handling of financial requests.

In this position, you will support various client requests related to accounts and transfers while adhering to compliance protocols. You will collaborate with internal teams and custodians, fostering positive working relationships essential for excellence.

Key Responsibilities:

• Process all client requests with accuracy

• Handle demanding tasks involving over $1M in requests

• Follow internal and custodian compliance diligently

• Cultivate strong relationships within the organization

• Quickly address queries from internal departments

Requirements:

• Post-secondary education is required

• At least 2 years of administrative experience preferred

• Familiarity with CSC or IFIC Operations is advantageous

• Proficient in Microsoft Office applications

• Strong attention to detail and service orientation

Serve high net worth clients professionally and accurately, enhancing their experience at CI Financial.
#J-18808-Ljbffr