Associate, Client Solutions
5 days ago
**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 $58 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 to 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:
- Managing the process for cyclical and ad-hoc materials (client reporting, due diligence questionnaires, client & sales presentations, and publications)
- Coordinating strategic planning and debrief discussions related to the above-mentioned processes
- Maintaining personnel records for marketing materials
- Managing and reviewing responses to client questionnaires
- Involvement in team-specific and firm-wide projects to increase operational efficiency, scalability, and quality
- Partnering with Connor, Clark & Lunn Financial Group’s operational teams on routine operational processes and on new projects to improve the business
**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 pay 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 processes 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 $110 billion in financial assets and nearly 800 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._
-
Remote Client Solutions Associate
4 weeks ago
Toronto, Montreal, Calgary, Vancouver, Edmonton, Old Toronto, Ottawa, Mississauga, Quebec, Winnipeg, Halifax, Saskatoon, Burnaby, Hamilton, Victoria, Surrey, Halton Hills, London, Regina, Markham, Brampton, Vaughan, Kelowna, Laval, Southwestern Ontario, R, Canada Phreesia Network Solutions Full timeA leading healthcare solutions provider is seeking an Account Coordinator (Client Solutions Associate) to support the execution of creative campaigns that connect patients to care. This fully remote role prioritizes detail-oriented candidates with a background in advertising and client services, offering comprehensive training and a flexible working...
-
Vancouver, Canada Gallagher Full timeAbout Us: Gallagher is a global leader in insurance, risk management and consulting services. We help businesses grow, communities thrive and people prosper. We live a culture defined by The Gallagher Way, our set of shared values and guiding tenets. A culture driven by our people, over 40,000 strong, serving our clients with customized solutions that will...
-
Client Support Associate
2 weeks ago
Vancouver, Canada TLM Inc Full timeWe are in search of a motivated and resourceful Client Support Associate to join our dynamic team and make a substantial contribution to our sales success. As a prominent leader in the telecommunications industry, we are renowned for our unwavering commitment to excellence and innovative business strategies. Our organization prides itself on delivering...
-
Senior Client Experience IT Consultant
4 weeks ago
Vancouver, Canada IX Solutions Ltd. Full timeJob TitleSenior IT Consultant, Client Experience Job LocationRemote: British Columbia CompensationFull time, salaried – $90,000 - $100,000 commensurate with skills, experience, and abilities. Company ProfileIX Solutions is your trusted IT partner, connecting people with technology tailored to meet their business needs. We help our clients effectively...
-
Associate, Client Solutions
12 hours ago
Vancouver, Canada On Side Restoration Full timeThe CSA role at On Side requires a driven, poised, and exceptionally organized person to support internal team members with their Account Management and Business Development initiatives. A natural networker with professional grace. This outgoing person takes the initiative to help grow and strengthen client relationships; face to face or behind the...
-
Associate Client Executive
2 weeks ago
Vancouver, Canada Marsh Full time**Associate Client Executive** **What can you expect?** As the Associate Client Executive, you will support the Client Executive and together be accountable for all solutions and resource delivery to large Affinity clients. You will partner with various internal and external resources to provide unique client solutions. You will be responsible for growing...
-
Client Associate
5 days ago
Vancouver, Canada CIBC Full timeWe’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...
-
Vancouver, Canada Themis Solutions Inc. Full timeA leading software solutions company is seeking a skilled Sr. Solutions Consultant to configure the Sharedo platform for clients in Vancouver. The ideal candidate will possess experience with low-code platforms and strong training abilities. Responsibilities include client support, workflow configuration, and documentation creation. Competitive salary of...
-
Vancouver, Canada Themis Solutions Inc. Full timeA leading software solutions company is seeking a skilled Sr. Solutions Consultant to configure the Sharedo platform for clients in Vancouver. The ideal candidate will possess experience with low-code platforms and strong training abilities. Responsibilities include client support, workflow configuration, and documentation creation. Competitive salary of...
-
Client Relations Associate
13 hours ago
Vancouver, Canada West Coast Strategy Associates Full timeWest Coast Strategy Associates is a growing sales company dedicated to providing top-of-the-line products and services to help our clients stay connected. As our office continues to expand, we are looking for a motivated and personable individual to join our sales team as a Client Relations Associate in the fast-moving world of telecommunications. As the...