CI Financial Private Client Associate

Position: CI Financial Private Client Associate Role
Elevate your career with CI Financial as a Private Client Administration Associate in Toronto. Deliver exceptional administrative services for high net worth clients with impactful precision.

In this full-time role, you will handle financial and non-financial requests, ensuring compliance and fostering relationships with custodians. Candidates with mutual fund experience and a strong service mindset will thrive in this fast-paced environment.

Key Responsibilities:

• Ensure timely action on client financial requests

• Adhere to compliance and quality standards

• Support relationships with internal departments

• Address inquiries professionally and efficiently

• Participate in special projects for client desks

Requirements:

• Must have post-secondary education

• 2+ years of relevant experience is advantageous

• Enrollment in CSC/IFIC Operations is beneficial

• Strong proficiency in MS Excel and MS Word

• Service-oriented with high accuracy

Shape your future at CI Financial by supporting vital client relationships with dedicated service.
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