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Private Client Services Coordinator - Onsite High Net Worth

$42.5k - $71k per year

CI Financial

CI Financial invites applications for a Private Client Service Coordinator to join the Private Client Services team. You will be the primary contact for Investment Counselors, Financial Advisors, and clients, handling account administration and coordinating with custodians for high-net-worth clients.

The role requires strong communication and relationship-building skills in a fast-paced environment. Onsite four days a week, with a base salary range of $42,500 to $71,000, plus participation in a

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Vacancy posted 18 hours ago
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