Analyst, Client Transitions Management

RiseMe; Toronto; Hybrid; CAD 61,000 - 92,000; Full time

Job summary

CCL Group in Canada is seeking a Client Transitions Analyst to join our Transition Management team, overseeing onboarding of institutional clients and restructuring client accounts.

The team coordinates with investment managers, custodians and consultants to execute transition plans; we handle over 400 transitions annually. This role offers a hybrid work model with in-office and remote days, and a base salary with annual bonus eligibility.

Qualifications

• 3+ years in investment operations or client-facing roles.
• Background in financial markets and investment processes preferred.
• Ability to analyze requirements and solve problems.

Responsibilities

• Manage the onboarding of Institutional Canadian, US and global clients.
• Be the key contact in onboarding with clients, custodians and consultants.
• Analyze and identify requirements, risks and needs, coordinating with internal teams.
• Collaborate with investment managers, sales, compliance and operations.
• Build trust with stakeholders and manage onboarding proactively and flexibly.
• Coordinate client restructures including changes to mandates and transfers.
• Manage client KYC requirements and applications.
• Maintain onboarding tools, project plans and documentation.

Skills

Onboarding

Stakeholders

Analytical

Communication

Teamwork

Education

Bachelor's in Finance

Job description

Interested in joining one of Canada’s top performing asset managers? We are looking for a Client Transitions Analyst for an existing vacancy on our Transition Management team. The Transition Management Team oversees the onboarding of institutional clients and restructure of client accounts for eleven institutional investment managers. The team is responsible for creating and executing transition plans using a structured and tailored approach by understanding needs of clients, investment strategies and operational requirements. The team manages over 400 transitions annually. Our offices currently operate on a hybrid model with a combination of in-office and remote working days throughout the week.

What You Will Do

• Manage the onboarding of Institutional Canadian, US and global clients
• Be the key contact in the onboarding process with external stakeholders including clients, custodians and consultants
• Analyze and identify operational and portfolio management requirements, potential risks and client needs, and work with internal teams to set up new clients
• Work diligently with investment managers, sales, compliance and operations teams
• Build trust with external and internal stakeholders, and apply a disciplined, proactive and flexible approach to manage the onboarding
• Coordinate client restructures including changes to mandates, benchmarks and account transfers
• Manage client KYC requirements and applications
• Maintenance of onboarding tools, project plans and documentation

What You Bring

• 3+ years of experience in an investment operations or client-facing role. Background and knowledge in financial markets and investment processes preferred
• Analytical, creative and growth mindset with the ability to problem solve and create thoughtful solutions
• Experience collaborating with internal stakeholders on understanding client and project requirements and executing plans
• Great communicator
• Excellent interpersonal skills, emotional intelligence and a high level of integrity
• Detailed-focus and the willingness to dive deep into processes and operational requirements

The salary range for this position is $61,000 - $92,000. The salary range provided reflects the base salary range for this position as required by legislation. In addition, there is an annual performance bonus which contributes to the total compensation for this position. Further questions may be directed to the HR team during the interview process.

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For a closer look at how you can build your career with us, we invite you to explore cclgroup.com. We are committed to providing an inclusive, accessible recruitment and selection process. We welcome and encourage applications from people with disabilities. Accommodations are available on request for candidates taking part in all aspects of the recruitment and selection process. Please contact [e-mail] if you require accommodation.AI may be used to support certain stages of our screening & recruitment process. These tools support, but do not replace, human judgment and decision-making.