Private Client Services Coordinator - Onsite High Net Worth
$42.5k - $71k per yearCI 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
#J-18808-Ljbffr$60k - $80k per year
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...dialogue with your recruiter who can provide you more specific details for this role. Job Description: TD Wealth, Private Wealth Management provides high-net worth & ultra-high-net worth clients with holistic discovery and planning towards customized wealth advice and...High net worthFull timeWork from home$57.2k - $68.25k per year
...are the leading provider of professional services to the middle market globally, our purpose... ...in a world of change, empowering our clients and people to realize their full potential... ...Job Responsibilities Working with high net worth families, closely held businesses,...High net worthWork at officeLocal area$18 - $19.5 per hour
...Full-Time Client Services Coordinator Wanted Want to add rockstar to your job title? Searching for more meaning in your career? Look no further!... ...customer service (experience in sales is preferred) Smiles, High-Fives & Happy Students: In this position, you will play a...Full timePart timeLocal areaRelocation packageShift workAfternoon shift$79.1k - $111.7k per year
...this role. Job Description: Welcome to Private Client Advice! Since its inception in 2018, Private... ...and profitably. We offer an insurance service that appreciates our client's efforts to... ...Client Advice you will deliver a legendary High Net Worth client experience by: Conducting...High net worthFull timeWork from home$36k - $42.4k per year
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...The Opportunity Our client is a global technology-enabled research... ..., technology, and Client Services teams to support its next stage... ...Success in this role requires a high degree of responsiveness, strong... ...requests simultaneously, coordinating the process from initial brief...Full timeInternshipWork at office$29.38 - $30.29 per hour
...Reports to: Manager, Health Record Services Hours: Variable Salary... ...Date: November 12, 2026 Client Service Representative I practices... ...revenue generation. Coordinating unit administrative functions... ...skills Ability to produce high-quality work in accordance with...Hourly payRemplacementCasual workInternshipWork at officeFlexible hoursRotating shift- ...This is a remote position. Canadian Private Client Adviser Are you a financial... ...a role 100% focused on sales? Tired of service requirements overshadowing sales activities... ...provided! The Opportunity: This highly lucrative sales role allows you to work...High net worthWork at officeLocal areaRemote workWork from homeHome office
- ...Company Description The Client Services Team serves as the operational backbone of Sales, providing... ...reporting and ongoing commercial coordination. Combining operational excellence with... ...contracts and client requests, maintain high-quality Salesforce data and reporting, and...Long term contractFull timeContract workWork at office
$52.7k - $74.4k per year
...ACCOUNTABILITIES CUSTOMER Respond to FP/client inquiries promptly and... ...sales support by identifying net asset growth and revenue... ...requirements and the achievement of service level standards and... ...and/or diverse tasks that are highly complex, involving multiple steps...Seasonal workWork from home- ...The Global Clients & Markets Coordinator provides operational and client development support across the firm... ...senior stakeholders in a professional services environment. ~ Strong organizational... ...: The successful candidate is a highly organized, proactive professional who...Full time
$43.3k - $56.7k per year
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...deliver transformative business outcomes. Our role is to ensure our clients meet their quantifiable business goals every day, consistently,... ...visibility in eCommerce platforms. The Client Operations Coordinator is responsible for providing quality media operations support to...Permanent employmentFull timeContract workInternship$92.9k - $142.9k per year
...The Manager, AdminAdvantage Client Services, is responsible for leading a team of Client and... ...oversight to ensure seamless execution of highly complex client implementations,... ...Lead cross-functional resolution efforts, coordinating internal stakeholders to address systemic...Long term contractTemporary workWork at officeLocal areaFlexible hours- ...experienced and passionate customer services professional? Do you enjoy... ...Toronto team and looking for highly motivated professionals with... ...who thrive on working with clients, take ownership of diverse... ...needed. Delivery and Internal Coordination · Monitors progress and...Permanent employmentFull timeWork at office
- ...chaque jour. Nos équipes sont animées par la volonté d’aider nos clients à faire de leurs projets une réalité, et engagées à faire une... ...corporatifs et affiliés. Grâce à une offre unique de produits et de services et à des formats complémentaires allant des quincailleries de...
$52k - $78k per year
...it to go. Join EY and help to build a better working world. The opportunity As a Tax Engagement Coordinator, you will be a part of our Private Client Services group. As a member of E&Y's Business Tax Service's practice, you will develop the combination of deep tax...Flexible hoursWeekend work- ...Job Description The Junior Catering Services Coordinator supports the event operations team in running successful catering orders and events... ...Responsibilities • Set up catering and event service according to client/customer requests and banquet event order • Transport and...
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- ...managed investment portfolios, mortgages, insurance, real estate services, financial services and more. Questrade uses cutting-edge... ...collaborative environment NOC 64400 We're looking for our next Client Services Specialist. Could It Be You? The Client Services Specialist...Full timeWork at officeRemote workMonday to fridayShift workRotating shiftAfternoon shift3 days per weekEarly shift
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...largest 100% Canadian-owned and operated professional services firm in our country, we are proud to work alongside our clients to make a positive impact for all Canadians.... ...Tax practices across the firm. This collaborative, high-volume team partners closely with senior...Permanent employmentFlexible hours$52.7k - $74.4k per year
...provide updates to IA(s) in preparation for client meetings Create reports for... ...and marketing materials Provide a high level of Client service which includes responding to client requests... ...team integrates with other teams to coordinate efforts and resources to achieve...Full timeWork from home$62.65k per year
...personal growth, and a strong sense of belonging. Your opportunity: Reporting to the Manager, Residence Administration, the Service Coordinator is responsible for overseeing service desk operations at their assigned student residence(s). Responsibilities include greeting...Full timeSummer workCasual workWork at officeMonday to fridayShift work$40k - $55k per year
...The Client Service Assistant plays a key role in supporting brokers, clients, and the insurance... ...ongoing servicing. The role focuses on case coordination, documentation management, onboarding... ...services, banking, client service, or high-volume environments Strong attention...Full timeInternshipRemote work- ...chaque jour. Nos équipes sont animées par la volonté d’aider nos clients à faire de leurs projets une réalité, et engagées à faire une... ...corporatifs et affiliés. Grâce à une offre unique de produits et de services et à des formats complémentaires allant des quincailleries de...Permanent employment
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