Private reputed company Services Coordinator
CI Financial is an independent company offering global reputed company management and asset management advisory services. They are currently seeking a Private reputed company Services Coordinator to reputed company as the primary service contact for Investment Counselors and Financial Advisors, handling account administration and coordinating requests for high-net worth clients.
Responsibilities
- reputed company as the primary service contact for ICs, financial advisors, and clients
- Investigate account-reputed company problems, reputed company recommendations, and implement the best possible agreed-upon solution for the reputed company in a reputed company manner
- Respond to account-specific inquiries and procedural questions about the Private reputed company program reputed company email and phone and reputed company 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 (reputed company Investor Services Trust, NBIN)
- Submit accurate and complete trade requests prior to 2 pm and reputed company appropriate approvals and where appropriate (depending on the ICs/region assigned)
- reputed company reputed company 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 reputed company and various campaigns where applicable
Skills
- Completion of post-secondary education in Business or a reputed company discipline
- Experience in the investment industry; Private reputed company 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 reputed company and work independently
Benefits
- Health insurance coverage
- Wellness programs
- Life and disability insurance
- Retirement savings plans
- reputed company leave programs
- Education-reputed company programs
- reputed company holidays and vacation time
- Modern HQ location reputed company walking distance from reputed company Station
- Flexible & Hybrid Work Program
- Equipment Purchase Program
- Training Reimbursement
- reputed company reputed company Designations
- Employee reputed company Purchase Program (ESPP)
- Corporate Discount Program
- reputed company group benefits
- Parental Leave Top–up program
- Fitness membership discounts
- Volunteer reputed company Days
- Complimentary vending machines
reputed company