Private Client Service Associate
About the role
Connor, Clark & Lunn Private Capital Ltd. Edmonton, AB Join one of Canada's largest independent and privately held discretionary investment managers and help clients achieve their unique financial goals while providing exemplary service. Our independence allows us to attract and retain top talent with a model of employee ownership that aligns your interests with our client.
We are looking a Private Client Service Associate to join our firm in our Edmonton office. In this role, you will be a member of a collaborative and client focused team delivering exemplary service to our high-net-worth clients. Through a combination of superior client-relationship abilities and extensive market and product knowledge, you will support Investment Professionals addressing the needs of clients and financial advisors.
What You Will Do
- Support Investment Professional(s) in providing first-class wealth management services to our clients
- Effectively manage client requests and timely resolutions liaising with internal teams when required
- Maintain expert knowledge on firm’s offerings and investment practice assisting with complex inquiries
- Manage the schedule of client meetings and prepare client meeting materials
- Quarterback the client onboarding process and establish a foundation for a positive client experience
- Oversee client requests for non-financial changes, managing the process from start to finish
- Execute transactional requests and coordinate cash settlements as needed
- Provide administrative support and back up as required
- Actively engage in ongoing learning and development to continuously improve skills and knowledge
What You Bring
- An undergraduate degree or a related financial services designation is an asset
- Minimum 5 years of related or transferable work experience
- Excellent communication skills in English
- Strong administrative background and in-depth knowledge of the regulatory requirements of the financial industry
- Proven accountability, initiative and success working on a large book of business
- The ability to work in a dynamic and fast paced environment requiring strong organization, time management and prioritization skills
- Experience working independently, as well as in partnership with other team members
About Connor, Clark & Lunn Private Capital CC&L Private Capital is part of Connor, Clark & Lunn Financial Group Ltd. Connor, Clark & Lunn Private Capital ("CC&L Private Capital") is an affiliate of CCLFG, providing professional discretionary money management services to individual investors, foundations and endowments. The firm is currently responsible for approximately $14 billion in client assets. CC&L Financial Group, one of Canada's largest privately owned asset management firms. With more than 40 years of history and offices across Canada and in the US, the UK and India, CCL&L Financial Group and our multi-boutique family of affiliate firms collectively manage over $167 billion in assets, providing a diverse range of traditional and alternative investment products and solutions to institutional, high-net-worth and retail clients.
For more information on CC&L Private Capital, we invite you to explore https://cclprivatecapital.com
CC&L is committed to creating a diverse and inclusive environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to gender, ethnicity, religion, sexual orientation or expression, disability, or age. To apply for this position, please submit your resume and cover letter combined as one PDF document.
We thank all applicants in advance for their interest, but only those candidates shortlisted for interviews will be contacted. No telephone calls or recruitment agencies will be accepted.
Apply for this Position
About Connor, Clark & Lunn Private Capital Ltd. (CC&L)
As one of Canada's largest independent and privately held discretionary investment managers, Connor, Clark & Lunn Private Capital Ltd. helps clients achieve their unique financial goals while providing exemplary service. Our independence allows us to attract and retain top talent with a model of employee ownership based on contribution that aligns our interests with our clients'. Using an outcome-orientated approach, our experienced and dedicated Wealth Advisors strive to construct personalized, tax-efficient portfolios investing in traditional and alternative assets.
We founded the firm over twenty-five years ago with a vision to give private clients access to the discipline and talent afforded to institutional pension clients. Since then, more and more Canadian individuals, families, Indigenous communities, not-for-profits and charitable foundations have trusted us to steward their wealth.
Connor, Clark & Lunn Private Capital Ltd. is part of Connor, Clark & Lunn Financial Group Ltd., one of Canada's largest privately owned asset management firms.
Private Client Service Associate
About the role
Connor, Clark & Lunn Private Capital Ltd. Edmonton, AB Join one of Canada's largest independent and privately held discretionary investment managers and help clients achieve their unique financial goals while providing exemplary service. Our independence allows us to attract and retain top talent with a model of employee ownership that aligns your interests with our client.
We are looking a Private Client Service Associate to join our firm in our Edmonton office. In this role, you will be a member of a collaborative and client focused team delivering exemplary service to our high-net-worth clients. Through a combination of superior client-relationship abilities and extensive market and product knowledge, you will support Investment Professionals addressing the needs of clients and financial advisors.
What You Will Do
- Support Investment Professional(s) in providing first-class wealth management services to our clients
- Effectively manage client requests and timely resolutions liaising with internal teams when required
- Maintain expert knowledge on firm’s offerings and investment practice assisting with complex inquiries
- Manage the schedule of client meetings and prepare client meeting materials
- Quarterback the client onboarding process and establish a foundation for a positive client experience
- Oversee client requests for non-financial changes, managing the process from start to finish
- Execute transactional requests and coordinate cash settlements as needed
- Provide administrative support and back up as required
- Actively engage in ongoing learning and development to continuously improve skills and knowledge
What You Bring
- An undergraduate degree or a related financial services designation is an asset
- Minimum 5 years of related or transferable work experience
- Excellent communication skills in English
- Strong administrative background and in-depth knowledge of the regulatory requirements of the financial industry
- Proven accountability, initiative and success working on a large book of business
- The ability to work in a dynamic and fast paced environment requiring strong organization, time management and prioritization skills
- Experience working independently, as well as in partnership with other team members
About Connor, Clark & Lunn Private Capital CC&L Private Capital is part of Connor, Clark & Lunn Financial Group Ltd. Connor, Clark & Lunn Private Capital ("CC&L Private Capital") is an affiliate of CCLFG, providing professional discretionary money management services to individual investors, foundations and endowments. The firm is currently responsible for approximately $14 billion in client assets. CC&L Financial Group, one of Canada's largest privately owned asset management firms. With more than 40 years of history and offices across Canada and in the US, the UK and India, CCL&L Financial Group and our multi-boutique family of affiliate firms collectively manage over $167 billion in assets, providing a diverse range of traditional and alternative investment products and solutions to institutional, high-net-worth and retail clients.
For more information on CC&L Private Capital, we invite you to explore https://cclprivatecapital.com
CC&L is committed to creating a diverse and inclusive environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to gender, ethnicity, religion, sexual orientation or expression, disability, or age. To apply for this position, please submit your resume and cover letter combined as one PDF document.
We thank all applicants in advance for their interest, but only those candidates shortlisted for interviews will be contacted. No telephone calls or recruitment agencies will be accepted.
Apply for this Position
About Connor, Clark & Lunn Private Capital Ltd. (CC&L)
As one of Canada's largest independent and privately held discretionary investment managers, Connor, Clark & Lunn Private Capital Ltd. helps clients achieve their unique financial goals while providing exemplary service. Our independence allows us to attract and retain top talent with a model of employee ownership based on contribution that aligns our interests with our clients'. Using an outcome-orientated approach, our experienced and dedicated Wealth Advisors strive to construct personalized, tax-efficient portfolios investing in traditional and alternative assets.
We founded the firm over twenty-five years ago with a vision to give private clients access to the discipline and talent afforded to institutional pension clients. Since then, more and more Canadian individuals, families, Indigenous communities, not-for-profits and charitable foundations have trusted us to steward their wealth.
Connor, Clark & Lunn Private Capital Ltd. is part of Connor, Clark & Lunn Financial Group Ltd., one of Canada's largest privately owned asset management firms.