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© All Rights Reserved. ApplyBlast.com
CI Financial Corp.
The Private Client Services Coordinator serves as the primary service contact for Investment Counselors, Financial Advisors, and their assistants, acting as a liaison with custodians and back-offices in a high-net-worth environment. The role involves managing account administration, resolving account issues, and coordinating complex requests for high-net-worth clients. This position requires strong customer service skills, industry knowledge, and the ability to work independently in a fast-paced setting.
CI Financial is a global wealth management and asset management firm that provides advisory services and investment management for individuals and institutions. Since 1965, the company has focused on anticipating and responding to the evolving needs of investors. It operates across multiple brands and platforms to deliver diversified investment solutions, portfolio management, and financial guidance. With a global reach and a client-centric approach, CI Financial aims to help investors manage and grow their assets.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for CI Financial Corp..
4% below the average for this role