Private Client Services Coordinator

CI Investments Inc. is seeking a Private Client Services Coordinator to join their Private Client Services team. This role serves as the primary service contact for Investment Counselors and Financial Advisors, focusing on account administration and resolving account-related issues for high-net-worth clients.

Responsibilities

• Act as the primary service contact for ICs, financial advisors, and clients
• Investigate account-related problems, make recommendations, and implement the best possible agreed-upon solution for the client in a timely manner
• Respond to account-specific inquiries and procedural questions about the Private Client program via email and phone and provide value added suggestions where possible
• Liaise and maintain strong relationships with internal departments (PC Administration, Investment Policy (IP) Group, PC trading desk, Managed Solutions), ICs, Stonegate Private Counsel Advisors, and Custodians (RBC Investor Services Trust, NBIN)
• Submit accurate and complete trade requests prior to 2 pm and seek appropriate approvals and where appropriate (depending on the ICs/region assigned)
• Keep current on industry updates, custodian announcements, corporate initiatives, product changes and updates to policies and procedures to assist with field support and inquiries
• Assist with various reporting requests from the field (ie. statements and tax packages)
• Assist in special projects and various campaigns where applicable

Skills

• Completion of post-secondary education in Business or a related discipline
• Experience in the investment industry; Private Client or high net worth industry experience considered an asset
• Mutual fund and securities industry knowledge
• Exceptional customer service and relationship-building skills
• Exceptional written and verbal communication skills
• Ability to work in a high-pressure environment
• Ability to be resourceful and work independently

Benefits

• Health insurance coverage
• Wellness programs
• Life and disability insurance
• Retirement savings plans
• Paid leave programs
• Education-related programs
• Paid holidays and vacation time
• Training Reimbursement
• Paid Professional Designations
• Employee Savings Plan (ESP)
• Corporate Discount Program
• Enhanced group benefits
• Parental Leave Top–up program
• Paid time off for Volunteering

Company Overview