Associate, Client Solutions

4 weeks ago

Vancouver, Canada Connor, Clark & Lunn Financial Group Full time

**Associate, Client Solutions**

**Connor, Clark & Lunn Investment Management Ltd.**

**Vancouver, BC**

Connor, Clark & Lunn Investment Management (“CC&L”), an affiliate of the Connor, Clark & Lunn Financial Group, is looking for an
**Associate** to join our Client Solutions Team. CC&L manages in excess of $54 billion for a variety of client types from institutional pension plans to retail mutual funds across a number of investment strategies including quantitative and fundamental equity, fixed income, and balanced fund mandates.

We are an award-winning client service team, responsible for managing all aspects of CC&L’s interactions with our institutional client base. The Client Solutions team is responsible for developing relationships with our clients where the creation of trust and confidence generates significant value to our organization. This opening represents a unique opportunity be part of a team that is responsible for overseeing the processes and operational aspects of our firm’s client servicing function.

Our team is headquartered and deeply rooted in West Coast Vancouver. We place high value on maintaining an entrepreneurial spirit and creating a culture where each of us has opportunities to succeed.

**What You Will Do**

You will have exposure to the firm’s key decision-makers and have a broad range of responsibilities related to our operational processes:

- Overseeing the client reporting process
- Managing and reviewing responses to client questionnaires
- Gatekeeping non-disclosure agreements and developing process improvements related to our data policy
- Coordinating and managing strategic planning discussions in preparation for external meetings and client materials
- Coordinating the preparation of client/sales presentations
- Scheduling external publications
- Involvement in team-specific and firm-wide projects
- Managing timelines and seeing tasks through to completion
- Partnering with Connor, Clark & Lunn Financial Group’s operational teams to improve processes and communications

**What You Bring**
- **Clear Communication**: You demonstrate excellent verbal and written communication skills and can communicate effectively with a wide range of stakeholders, including those in senior positions.
- **Collaborative Approach**:You are a positive team player who enjoys working with a variety of people and recognizes the importance of collective success.
- **Organizational Skills**: You embrace working on multiple projects in parallel and understand how to prioritize. You have a proven ability to work efficiently under pressure while maintaining strict deadlines. You are forward-thinking and a planner at heart.
- **Attention to Detail**: You have exceptional attention to detail and a high level of accuracy is reflected in your work.
- **Curiosity for Learning**: You are interested in learning about our clients, investment strategies, products, and business operations to better enhance our operational processes
- **Growth Mindset**: You are inspired to look beyond the status-quo and routinely assess if a process can be improved.
- **Industry Knowledge**: 3 - 5 years of experience in a similar role. Experience in an institutional investment firm, bank, or trust company is an asset.

**About Connor, Clark & Lunn Financial Group**

Connor, Clark & Lunn Financial Group provides investment a broad range of traditional and alterative investment products and investment management services to individuals, advisors, pension plans, institutional investors and foundations. The firm has offices across Canada and in New York and London and through its affiliated investment managers is responsible for the investment of approximately $98 billion in financial assets and over 700 people today. As we look forward, we can see both opportunities and challenges for further growth that only reinforce our commitment to attracting, retaining and motivating the most talented people.

This is best achieved by:

- **A High-Quality Environment**: To work with people who we hold in high regard; to enjoy the time that we spend at work; to focus on productive activities without the distraction of politics and bureaucracy; to treat each other with respect.
- **An Opportunity to Succeed**: To do work that has value and which presents the opportunity for professional growth and development.
- **Recognition and Reward**: To recognize each person’s contribution and to align compensation with contribution.
- CC&L is committed to creating a diverse and inclusive environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to gender, ethnicity, religion, sexual orientation or expression, disability, or age._

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