Private Client Service Associate

Elevate your career with a Private Client Service Associate role at CC&L Financial Group in Toronto. This hybrid position combines client-facing service and investment expertise to support high-net-worth clients.

In this role, you will collaborate with a client-focused team, assisting Investment Professionals in delivering exceptional wealth management services. You will manage client requests, prepare meeting materials, and oversee the onboarding process while maintaining industry knowledge. Your efforts will directly contribute to creating a positive client experience.

Key Responsibilities:

• Support Investment Professionals with wealth management

• Manage client requests and coordinate with internal teams

• Maintain expert knowledge of investment offerings

• Schedule client meetings and prepare necessary materials

• Oversee client onboarding and non-financial changes

Requirements:

• Undergraduate degree or related financial designation

• Minimum 3 years of relevant experience

• Strong administrative background in financial regulations

• Research-oriented with analytical problem-solving skills

• Excellent organizational and communication abilities

Bring your relationship-building and analytical skills to support financial excellence in Toronto.
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