Client Consultant Associate at Cidel

Elevate your career as a Client Consultant Associate at Cidel, a leading Canadian private bank. Leverage your analytical skills to foster strong client relationships and streamline reporting.
Cidel is seeking a self-starter with one to three years of relevant experience to support their institutional and private wealth teams. This role requires a detail-oriented individual who can manage complex client reporting and communicate effectively with high-net-worth clients. Proficiency in SQL and CRM systems like SalesForce will enhance your success in this position.
Key Responsibilities:
• Generate and distribute client asset reports monthly and quarterly
• Maintain and enhance client reporting tools
• Address inquiries from clients and consultants
• Contribute to process improvements for efficiency
• Liaise with high-net-worth clientele to foster relationships
Requirements:
• 1-3 years of relevant experience in finance
• Strong customer service and sales skill...