Client Relationship Analyst

3 weeks ago

Toronto, Canada Connor, Clark & Lunn Investment Management (CC&L) Full time
Connor, Clark & Lunn Investment Management Ltd.

Toronto, ON

We are an award-winning client service team, responsible for managing all aspects of the firm’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 in the firm generates significant value to our organization. This opening represents a unique opportunity to play a meaningful role in support of our institutional client relationships.

We place high value on maintaining an entrepreneurial spirit and creating a culture where each of us has opportunities to grow and succeed.

What You Will Do

  • The Client Relationship Analyst will have exposure to the firms’ key decision makers and have a broad range of responsibilities playing a critical role in the full client life cycle:
  • Partnering with Client Portfolio Managers (CPMs) on all aspects of their client relationship responsibilities
  • Participate in the development and execution of the Client Solutions team’s strategic goals and objectives
  • Collaborate on all aspects of client relationship responsibilities from the development of a client’s service plan to its execution
  • Collect, evaluate and analyze data related to clients and investment strategies
  • Work with the organization’s support teams to improve systems, processes, and communications

What You Bring

  • Market Knowledge: You have an undergraduate degree in economics or finance (or a related field) and a keen interest in capital markets with 3 to 5 years of relevant work experience
  • Passion for Relationships: You naturally lean towards building relationships and possess strong verbal and written communication skills
  • French Language Fluency (mandatory): We deliver our full range of services in both French and English and the ability to seamlessly operate in both languages is a source of value to the organization
  • Collaborative Communication: You have a collaborative spirit that helps you to work well with others while at the same time taking initiative to build on the existing best practice of the team
  • Multi-tasking: This is key. The role offers the opportunity to develop social and analytical skills. It is dynamic and fluid and requires the ability to prioritize and manage a wide range of responsibilities while at the same time developing an understanding of our clients and investment teams and strategies.

Reasons to Grow Your Career With Us

  • Impact – We help create opportunities for you to leverage your personal strengths to make a positive impact on our business.
  • Culture – Collaboration and innovation are deeply rooted in our culture. We enjoy working together and align our passions in pursuit of a shared objective in every project we undertake.
  • Development – We create conditions for success tailored to each employee through internally developed career development plans.
  • Mentorship – We believe that developing great people is the key to great success. You will have opportunities to share, hear and learn about career experiences from peers and senior team members.
  • Work-Life Balance – We work hard in our professional lives but also create space to enjoy our personal lives.

About Us

Connor, Clark & Lunn Investment Management, an affiliate of the Connor, Clark & Lunn Financial Group, manages in approximately $60 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.

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.

To apply for this position, please submit your resume and cover letter as one PDF.

We thank all applicants in advance for their interest, but only those candidates shortlisted for interviews will be contacted. No telephone calls or recruitment agencies will be accepted.

Analyste, Relations avec la clientèle, équipe des Solutions clients

Gestion de placements Connor, Clark & Lunn Ltée

Toronto, ON

Nous sommes une équipe primée de service à la clientèle, responsable de la gestion de tous les aspects des interactions de la société avec notre clientèle institutionnelle. L’équipe des Solutions clients est responsable d’établir des relations avec nos clients, et la confiance de ces derniers envers la société génère une valeur importante pour l’organisation. Cette fonction offre une occasion unique de jouer un rôle significatif dans le développement des relations avec nos clients institutionnels.

Nous accordons une grande importance au maintien d’un esprit d’entreprise et à la création d’une culture dans laquelle chacun d’entre nous a l’occasion de croître et de réussir.

Ce que vous ferez

  • L’analyste, Relations avec la clientèle, aura accès aux principaux décideurs de l’entreprise et aura un large éventail de responsabilités, jouant un rôle clé dans le cycle de vie complet du client :
  • Coopérer avec les gestionnaires de portefeuille des clients pour tout ce qui touche à leurs responsabilités en matière de relations avec les clients.
  • Participer à l’établissement et à la réalisation des objectifs stratégiques de l’équipe des Solutions clients.
  • Collaborer à tous les aspects des responsabilités liées aux relations avec la clientèle, du développement du plan de service pour le client à son exécution.
  • Recueillir, évaluer et analyser les données relatives aux clients et aux stratégies de placement.
  • Collaborer avec les équipes de soutien de la société afin d’améliorer les systèmes, les processus et les communications.

Ce que vous apportez

  • Connaissance du marché: Vous détenez un diplôme de premier cycle en économie ou en finance (ou dans une discipline connexe), avez un vif intérêt pour les marchés financiers, et possédez de trois à cinq ans d’expérience professionnelle pertinente.
  • Passion pour les relations: Vous avez une tendance naturelle à bâtir des relations et possédez de solides aptitudes à communiquer à l’oral et à l’écrit.
  • Maîtrise du français : Nous offrons notre gamme complète de services en français et en anglais, et la capacité de passer d’une langue à l’autre représente une source de valeur pour l’entreprise.
  • Communication collaborative: Vous avez un esprit de collaboration qui vous aide à bien travailler avec les autres et vous tirez parti des meilleures pratiques existantes de l’équipe.
  • Multitâche: C’est essentiel. Le poste donne l’occasion de développer des aptitudes sociales et analytiques. Il est dynamique et souple, et exige la capacité d’établir des priorités et de gérer un large éventail de responsabilités tout en ayant une bonne compréhension de nos clients ainsi que de nos équipes et stratégies de placement.

Raisons de propulser votre carrière chez nous

  • Impact – Nous vous offrons des occasions de mettre vos forces personnelles à profit et d’avoir un effet positif sur nos activités.
  • Culture – La collaboration et l’innovation sont profondément ancrées dans notre culture. Nous aimons travailler ensemble et aligner nos passions dans la poursuite d’un objectif commun dans chaque projet que nous entreprenons.
  • Perfectionnement – Nous créons des conditions de réussite adaptées à chaque employé au moyen de plans de développement de carrière élaborés à l’interne.
  • Mentorat – Nous sommes d’avis que le développement de personnes exceptionnelles est la clé du succès. Vous aurez l’occasion de partager, d’entendre et d’apprendre des expériences de carrière de vos pairs et des membres chevronnés de votre équipe.
  • Conciliation travail-vie personnelle – Nous travaillons fort dans notre vie professionnelle, mais nous créons aussi de l’espace pour profiter de notre vie personnelle.

À propos de nous

Gestion de placements Connor, Clark & Lunn, société affiliée au Groupe financier Connor, Clark & Lunn, gère un actif d’environ 60 milliards de dollars pour divers types de clients, allant des régimes de pension institutionnels aux fonds communs de placement offerts aux particuliers, et plusieurs stratégies de placement, notamment des mandats quantitatifs et fondamentaux d’actions, de titres à revenu fixe et de fonds équilibrés.

CC&L est déterminé à créer un environnement de travail diversifié et inclusif et est fier de souscrire au principe de l’égalité d’accès à l’emploi. Tous les candidats qualifiés seront pris en considération sans égard au sexe, à l’origine ethnique, à la religion, à l’orientation et à l’expression sexuelles, au handicap ou à l’âge.

Pour postuler, veuillez soumettre votre curriculum vitæ et votre lettre de présentation dans un même fichier PDF.

Nous remercions à l’avance tous les candidats de l’intérêt manifesté pour ce poste, mais nous ne communiquerons qu’avec les personnes retenues pour une entrevue. Veuillez ne pas téléphoner. Les agences de recrutement sont priées de s’abstenir.

Apply for this Position

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