Job Title

Join to apply for the Private Client Service Associate role at Connor, Clark & Lunn Private Capital Ltd. (CC&L) . Edmonton, AB Join one of Canadas 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 clients. We are looking for 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 clientfocused team delivering exemplary service to our highnetworth clients. Through a combination of superior clientrelationship 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 firstclass wealth management services to our clients. Effectively manage client requests and timely resolutions liaising with internal teams when required. Maintain expert knowledge on firms 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 nonfinancial 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 indepth 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 fastpaced 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. CC&L 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 currently manages approximately $14billion in client assets. CCLFG is one of Canadas largest privately owned assetmanagement firms, with offices across Canada, the U.S., the U.K. and India, managing over $167billion in assets across a diverse range of investment products and solutions. For more information on CC&L Private Capital, explore CC&L is committed to creating a diverse and inclusive environment and is proud to be an equalopportunity employer. All qualified applicants will receive consideration for employment without regard to gender, ethnicity, religion, sexual orientation or expression, disability, or age. To apply, submit your resume and cover letter as a single PDF document. We thank all applicants for their interest; only shortlisted candidates will be contacted. No telephone calls or recruitment agencies will be accepted. Seniority Level MidSenior level Employment Type Fulltime Job Function Other Industries Investment Management #J-18808-Ljbffr