Intern, Private Client Service
Key Skills for This Role
Full Job Posting
What You Will Do
- Perform data reconciliation, data entry, auditing and compliance for our client portfolios
- Populate and maintain client data in our internal CRM (Salesforce)
- Create reports on behalf of our clients via our internal CRM (APX and Salesforce)
- Assist Wealth Advisors in the preparation of client packages
- Provide ad hoc support to our associate and Wealth Advisor teams as needed
What You Bring
The Private Client Intern position is geared toward students either in their third/fourth year of an undergraduate degree with a focus on Finance, Business Administration, and/or Economics. We are seeking ambitious students with a strong academic track record, who are interested in making an impact in process efficiencies at CC&L.
In addition to the above, the successful candidate will have:
At least one previous internship experience in the area or Finance, Asset Management and/or Investment Management
Excellent oral and written communication skills
Excellent attention to detail
Ability to work independently as well as in partnership with other team members, combined with a positive, can-do attitude
Strong organizational and time management skills, the ability to multi-task and work autonomously
Advanced knowledge of MS Suite, especially Excel, PowerPoint, Word and Adobe Acrobat
Understanding of private client service and investment management practice is an asset
The target salary range for this position is $40,000-$50,000 per year. This role also includes a flexible hybrid work arrangement - four days in the office and one day working from home. Further questions may be directed to the HR team during the interview process.
#LI-ND1 #LI-Hybrid
For a closer look at how you can build your career with us, we invite you to explore cclgroup.com . We are committed to providing an inclusive, accessible recruitment and selection process. We welcome and encourage applications from people with disabilities. Accommodations are available on request for candidates taking part in all aspects of the recruitment and selection process. Please contact [email protected] if you require accommodation. AI may be used to support certain stages of our screening & recruitment process. These tools support, but do not replace, human judgment and decision-making.
About Connor, Clark & Lunn Private Capital
Parent group profile
Connor, Clark & Lunn Financial Group
Privately owned Canadian asset manager serving individuals, institutional investors and advisors with traditional and alternative investment strategies.
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