Connor, Clark & Lunn Private Capital Ltd.
Financial Services
PrivateClientServiceAssociate/AssociéauServiceàlaclientèleprivée
“Private Client Service Associate / Associé au Service à la clientèle privée at Connor, Clark & Lunn Private Capital Ltd. . Skills: Client service, Wealth management, Investment support. Support investment professionals. Provide wealth management services”
What You'll Achieve.
Achieve financial goals; Provide exemplary service; Deliver first-class services; Ensure positive client experience
Industry & Context.
What They're Looking For.
Must Have
Minimum 5 years experience, Excellent communication skills, Strong administrative background, In-depth regulatory knowledge, Proven accountability, Proven initiative, Proven success book of business, Organization skills, Time management skills, Prioritization skills
Nice to Have
Undergraduate degree, Financial services designation
What You'll Do.
Support investment professionals
Provide wealth management services
Manage client requests
Resolve client requests
Liaise with internal teams
Maintain knowledge offerings
Maintain investment practice
Assist with inquiries
Manage client meeting schedule
Prepare client meeting materials
Quarterback client onboarding
Establish positive client experience
Oversee non-financial changes
Manage change process
Execute transactional requests
Coordinate cash settlements
Provide administrative support
Provide backup support
Engage in development
How You'll Work.
Team & Collaboration
Collaborative client focused team; Work with other team members
Applying for this Private Client Service Associate / Associé au Service à la clientèle privée role?
Most applicants get filtered before a human reads their resume. See if yours makes the cut.
How to Apply on Greenhouse
- Create a Greenhouse profile before applying — it saves time across multiple applications.
- Upload your resume as a PDF; the parser handles it better than Word.
- Answer all knockout questions carefully — wrong answers auto-reject before a human sees you.
- Enable email notifications to track application status in real time.
ANONYMOUS · UNFILTERED
What do employees actually say about Connor, Clark & Lunn Private Capital Ltd. ?
Real rants from real employees. Read before you apply.