Connor, Clark & Lunn Private Capital Ltd.
Financial Services
PrivateClientServiceAssociate
“Private Client Service Associate at Connor, Clark & Lunn Private Capital Ltd. . Skills: Client service, Wealth management, Investment support. Support Investment Professionals. Manage client requests”
Industry & Context.
Logical approach; Methodical approach; Handling complex financial data
What They're Looking For.
Must Have
5 years of experience, Undergraduate degree, Financial services designation
Nice to Have
CIM candidate, CFA candidate, Administrative background, In-depth knowledge of regulatory requirements
What You'll Do.
Support Investment Professionals
Manage client requests
Liaise with internal teams
Maintain expert knowledge
Assist with complex inquiries
Manage client meeting schedule
Prepare client meeting materials
Quarterback client onboarding
Oversee client requests
Execute transactional requests
Coordinate cash settlements
Provide administrative support
Engage in ongoing learning
How You'll Work.
Team & Collaboration
Client focused team; Partnership with team members
Communication Scope
English communication
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