Client Transitions Analyst – Institutional Onboarding

4 weeks ago


Toronto, Canada Connor, Clark & Lunn Financial Group (CC&L) Full time

A leading financial services firm in Toronto is seeking an experienced Analyst in Client Transitions Management to oversee the onboarding of institutional clients. This role involves managing operational requirements and collaborating with various internal and external stakeholders to ensure successful transitions. Ideal candidates will have over 3 years of experience in investment operations, strong analytical, and communication skills. The firm values diversity and inclusion and provides a supportive work environment.
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  • Toronto, Canada Connor, Clark & Lunn Financial Group (CC&L) Full time

    A leading financial services firm in Toronto is seeking an experienced Analyst in Client Transitions Management to oversee the onboarding of institutional clients. This role involves managing operational requirements and collaborating with various internal and external stakeholders to ensure successful transitions. Ideal candidates will have over 3 years of...


  • Toronto, Canada Connor, Clark & Lunn Financial Group (CC&L) Full time

    A leading financial services firm in Toronto is seeking an experienced Analyst in Client Transitions Management to oversee the onboarding of institutional clients. This role involves managing operational requirements and collaborating with various internal and external stakeholders to ensure successful transitions. Ideal candidates will have over 3 years of...


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  • Toronto, Canada Connor, Clark & Lunn group Full time

    A leading financial services provider in Toronto is seeking an Analyst for Client Transitions Management. This role involves managing the onboarding of institutional clients and coordinating restructures. The ideal candidate has over 3 years of experience in investment operations, strong analytical skills, and excellent interpersonal abilities. The firm...


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  • Toronto, Canada Connor, Clark & Lunn Financial Group (CC&L) Full time

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  • Toronto, Canada Connor, Clark & Lunn Financial Group (CC&L) Full time

    Join to apply for the Analyst, Client Transitions Management role at Connor, Clark & Lunn Financial Group (CC&L) . Location: Toronto, ON. The Transition Management Team oversees the onboarding of institutional clients and the restructuring of client accounts for eleven institutional investment managers. The team is responsible for creating and executing...


  • Toronto, Canada Connor, Clark & Lunn Financial Group (CC&L) Full time

    Join to apply for the Analyst, Client Transitions Management role at Connor, Clark & Lunn Financial Group (CC&L). Location: Toronto, ON. The Transition Management Team oversees the onboarding of institutional clients and the restructuring of client accounts for eleven institutional investment managers. The team is responsible for creating and executing...


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