Join CC&L Financial Group as a Private Client Service Associate in Toronto, enhancing client relationships and providing top-notch financial services in a hybrid setting.
In this role, you will collaborate with Investment Professionals to deliver unparalleled wealth management services. With at least 3 years of experience, you will leverage your administrative skills and market knowledge to effectively manage client requests and ensure satisfaction. Join a supportive team focused on serving high-net-worth clients with excellence.
Key Responsibilities: • Support Investment Professionals by delivering wealth management services • Manage client inquiries and provide timely resolutions • Stay informed about the firm's offerings and investment practices • Prepare materials and schedule client meetings effectively • Facilitate a smooth onboarding experience for clients
Requirements: • Minimum 3 years of relevant work ...