Client Relationship Analyst, Client Solutions Team

Connor, Clark & Lunn Financial Group (CC&L)15 days ago

Hybrid

Vancouver, BC

$90,000 - $130,000/annually

Mid Level

Client Relationship Analyst, Client Solutions Team

Connor, Clark & Lunn Investment Management Ltd.

Vancouver, BC

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

• Ma****rket 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 (beneficial, but not required): 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 Connor, Clark & Lunn Investment Management

Connor, Clark & Lunn Investment Management, an affiliate of the Connor, Clark & Lunn Financial Group, manages in approximately $110 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.

We welcome applications from candidates with different levels of experience. The base salary range is $90,000 – $130,000 annually plus a competitive performance bonus. Compensation will be determined based on experience and qualifications.

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

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.

Financial Services

At Connor, Clark & Lunn Financial Group, we understand the value of opportunity for both 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 manage over C$132 billion in assets and offer a diverse range of traditional and alternative investment products and solutions to institutional, high-net-worth and retail clients.

A career here can look different for everyone, but every path is rooted in our commitment to invest in our greatest asset – you. We prioritize community, personal growth and recognition to create an environment where you can thrive. For more information on building your career with us, visit our website.