Client Transitions, Investment Operations

7 months ago

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

**Client Transitions, Investment Operations**
**Connor, Clark & Lunn Financial Group Ltd.**
**Toronto, ON**

We are looking for a Client Transitions Analyst or Senior Analyst to join our fast-paced and collaborative Transitions Management Team. We pride ourselves on providing tailored transition plans with unparalleled service to meet the diverse needs of our institutional clients worldwide. Our strong commitment to growth, integrity and success, has allowed us to successfully manage client transitions across the globe.

**What You Will Do**
- As a member of the Client Transitions Team, you will play a pivotal role in our firm’s client acquisition and onboarding efforts by facilitating the seamless onboarding of institutional clients, ensuring a superior client experience from initial engagement to account activation. You will work closely with clients, sales, relationship managers, portfolio managers, legal and other investment operations teams to manage the end-to-end onboarding process.
- This exciting role is for an individual who is passionate about delivering the highest quality client service through strong investment operations knowledge. You will work with key decision makers on the team and have a broad range of responsibilities, including:

- Serve as the primary point of contact for clients, providing guidance and support through the onboarding journey,
- Coordinate with various internal teams to facilitate the setup of client profiles and accounts, including account opening, funding plans and transfers
- Conduct thorough due diligence and documentation to ensure compliance with regulatory and internal policies
- Proactively identify and address potential issues or bottlenecks to expedite the onboarding process
- Develop and maintain strong relationships with clients and other external stakeholders, demonstrating a deep understanding of their needs and objectives

**What You Bring**
- Client Engagement Expertise: You have experience delivering exceptional client service and building lasting relationships.
- Collaborative Approach: You are a strong communicator with the ability to effectively engage with clients and internal stakeholders collaboratively. You proactively seek and provide input.
- Operational Proficiency: You have an understanding of regulatory requirements governing client onboarding and account opening processes, and a strong interest in developing tailored transition plans. You also have exceptional attention to detail and organizational skills, with the ability to manage multiple tasks and prioritize simultaneously.
- Industry Knowledge: You have in-depth knowledge of institutional investment products including Canadian and non-Canadian products (UCITS, CITs).
- Academic Training: At minimum, you have an undergraduate degree in finance, business or related discipline and 3+ years in an investment operations or client-facing role.

**About Connor, Clark & Lunn Financial Group**
Connor, Clark & Lunn Financial Group Ltd. (“CC&LFG”) provides a broad range of traditional and alternative investment products and services to individuals, advisors, and institutional investors. Our business comprises of eleven institutional investment affiliates that are responsible for investment decision making and client service, as well as distribution affiliates including Connor Clark & Lunn Private Capital, which provides multi-asset class investment solutions and Connor, Clark & Lunn Funds which distributes single-strategy investments to individual investors. CC&LFG partners with each of its affiliates by contributing world class operations, product development expertise, broad distribution, and business management. We have grown from $29 billion in assets and 200 people in 2008 to over $110 billion in assets and over 800 people today. This has been accompanied by a high level of change in technology, types of assets managed, trading activity and geographic growth. 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

LI-HYBRID #LI-DS1

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