Job Description
Shape your career in wealth management as a Private Client Service Associate with Connor, Clark & Lunn Private Capital in Vancouver. Your client relationship skills will be pivotal in delivering superior service.
As part of a dynamic team at CC&L, you'll work closely with Investment Professionals to ensure high-net-worth clients receive exemplary wealth management. Your responsibilities include managing complex requests, preparing meeting materials, and overseeing the onboarding process. Commitment to ongoing professional development will enhance your capacity to meet client needs effectively.
Key Responsibilities:
• Assist Investment Professionals with client wealth management
• Manage client inquiries for prompt resolutions
• Maintain up-to-date knowledge on investment offerings
• Schedule client meetings and prepare relevant documents
• Orchestrate the onboarding process for new clients
Requirements:
• Undergraduate degree or financial services credential ...
As part of a dynamic team at CC&L, you'll work closely with Investment Professionals to ensure high-net-worth clients receive exemplary wealth management. Your responsibilities include managing complex requests, preparing meeting materials, and overseeing the onboarding process. Commitment to ongoing professional development will enhance your capacity to meet client needs effectively.
Key Responsibilities:
• Assist Investment Professionals with client wealth management
• Manage client inquiries for prompt resolutions
• Maintain up-to-date knowledge on investment offerings
• Schedule client meetings and prepare relevant documents
• Orchestrate the onboarding process for new clients
Requirements:
• Undergraduate degree or financial services credential ...