Private Client Services Coordinator

Job description

At CI, we see a great place to work as one that is a safe place for everyone to have a voice, where people are empowered to take ownership over meaningful work, where there is an opportunity to grow through stretching themselves, where they can work on innovative products and projects, and where employees are supported and engaged in doing so. We are currently seeking a Private Client Services Coordinator to join our Private Client Services team. As the primary service contact for Investment Counselors (IC), Financial Advisors and their Assistants, the Private Client Service Coordinator acts as a liaison with the Custodian (RBC IST/NBIN) and CI back-offices in a high net worth and fast-paced environment. Primary responsibilities include account administration, investigating account issues and coordinating complicated requests with administration and custodians for high-net worth clients. WHAT YOU WILL DO: - 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...