Job Description & How to Apply Below
CI Financial is seeking a detail-oriented Private Client Administration Associate to provide exceptional support to high-net-worth clients. This role requires urgency and precision in managing financial and non-financial requests.
Join our Private Client Administration team at CI, where you will play a critical role in ensuring timely processing of all client requests. With a focus on high-quality service for Assante Private Client and CI Private Wealth platforms, you'll engage with custodians and support special projects. This position is vital for fostering enduring relationships in a dynamic environment.
Key Responsibilities:
• Act on requests promptly and accurately
• Manage high-value transactions exceeding $1 million
• Ensure compliance with internal and custodian procedures
• Build relationships with custodians and departments
• Communicate non-compliance items clearly
Requirements:
• Post-secondary education required
• 2+ years of relevant experience preferred
• Familiarity with mutual funds is a plus
• Proficiency in MS Excel and MS Word
• Service-oriented mindset with attention to detail
Bring your administrative expertise to CI and elevate client experiences effectively.
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Position Requirements
10+ Years
work experience
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