Specialist, Client Onboarding

**Specialist, Client Service Operations** **Connor, Clark & Lunn Private Capital Ltd.** **Calgary, AB** We are looking for a Specialist, Client Service Operations to join our firm. In this role, you will be a member of a collaborative and operations focused team requiring exceptional communication skills, proficiency with technology and high attention to detail. Through a combination of time-management abilities, strong administrative background, and interest in the investment management industry you will collaborate with client service and back-office teams to ensure fast and accurate client administration, effective process execution and seamless onboarding experience. This functional team consists of three areas cross trained to provide a solid learning foundation of our industry while providing the highest quality of output aiming to exceed established SLA’s. The functional areas include: - Client Onboarding and Compliance - Transfers and Transactions - Client Administration **What You Will Do** - Understand the platform of investment products, services, and regulatory requirements - Contribute to current and future process and technology development - Prepare client documentation, open new accounts, and facilitate transferring of assets from delivering institutions - Ensure all client documentation meets regulatory and compliance requirements - Work in various software environments to enter and maintain data integrity and organize client documentation - Execute specific transactional requests and coordinate cash settlements as needed - Reconcile in-cash and in-kind transfers, validating that all assets have successfully transferred in - Ensure consistent and accurate entry of client information into our CRM database - Actively engage in ongoing learning and development to continuously improve skills and knowledge - Provide administrative support and back up as required **What You Bring** - Undergraduate degree or equivalent work experience, preferably in a related field - Exceptional attention to detail and accuracy - Excellent written and verbal communication skills (English and/or French) - Strong administration skills, forward thinking in process development with confidence to adapt to change as necessary - Strong organizational and time-management skills with an ability to multi-task - Experienced working independently as well as in partnership with other team members - Good judgment coupled with the ability to set clear expectations and make sound decisions - Advanced user of Microsoft office, specifically Excel - Previous Salesforce experience is considered an asset - Understanding of private client service and investment management practice is an asset **About Connor, Clark & Lunn Financial Group** At Connor, Clark & Lunn Financial Group, we understand the value of opportunity - for our clients and our team. Independent and employee-owned, we partner with investment professionals to grow successful asset management businesses, giving them the space to innovate and truly make an impact. With more than 40 years of history and offices across Canada and in the US, the UK and India, CC&L Financial Group and our multi-boutique family of affiliate firms collectively manage over $127 billion in assets, providing a diverse range of traditional and alternative investment products and solutions to institutional, high-net-worth and retail clients. Connor, Clark & Lunn Private Capital ("CC&L Private Capital") is an affiliate of CCLFG, providing professional discretionary money management services to individual investors, foundations and endowments. The firm is currently responsible for approximately $14 billion in client assets. - 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-RD1