Client Operations Associate, Client Solutions

Crestpoint Real Estate Investments; Toronto; Hybrid; CAD 65,000 - 85,000; Full time

Job summary

Join a leading investment management firm as a Client Operations Associate. This role involves supporting client service functions, engaging with key decision-makers, and managing various operational processes. Ideal candidates will have strong organizational skills, attention to detail, and a proactive approach to customer service. Experience in an institutional investment setting is preferred.

Qualifications

• Experience in an institutional investment firm or bank is an asset.
• Proficiency in technology including Microsoft Office applications is required.
• Strong organizational and communication skills are necessary.

Responsibilities

• Provide administrative support for external engagements, including client meetings.
• Manage content and communications for various materials and reports.
• Contribute to a high-performing team environment through collaboration.

Skills

Customer Service

Client Support

Account Management

Client Relationships

Service Level Agreements

Education

3-5 years of experience in a similar role

Tools

Microsoft Office

Salesforce

Smartsheet

Job description

Client Operations Associate Client Solutions

We are looking for a Client Operations Associate to join our team. This opening represents a unique opportunity to be part of a team responsible for overseeing the processes and operational aspects of our firms client service function while also partnering closely with the sales and executive teams to provide administrative support for prospective client meetings and other external engagements.

We are an award-winning client service team responsible for managing all aspects of CC&Ls 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.

What You Will Do

You will have exposure to the firms key decision-makers and have a broad range of responsibilities related to our operational processes :

• Executive and Sales Engagement Support : Provide administrative support for external engagements including client meetings sales pitches and board activities. Responsibilities include coordinating logistics managing calendars preparing agendas presentations and briefing materials overseeing the approval process for all content attending preparatory meetings and maintaining accurate tracking of sales meeting activity.
• Content and Communications Oversight : Manage the end-to-end process for cyclical and ad-hoc materials such as website content publications sales presentations client reports and due diligence questionnaires. This includes ensuring timely delivery driving process improvements and collaborating with key stakeholders including marketing and translation partners.
• Team Collaboration & Cross-Training : Contribute to a high-performing team environment by supporting shared objectives cross-training colleagues on core responsibilities and providing reliable backup coverage to ensure continuity of service.
• Project & Process Support : Support the onboarding of new systems and tools contribute to process reviews and collaborate with Connor Clark & Lunn Financial Groups operational teams on initiatives that enhance efficiency scalability and service quality.

What You Bring

• Organized & Proactive : You embrace working on multiple projects in parallel and understand how to prioritize. You have a proven ability to work efficiently under pressure and are confident in keeping yourself and others accountable to strict deadlines. You are forward-thinking.
• Clear Communication : You demonstrate excellent verbal and written communication skills and can connect 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. You know when to ask for help and you make yourself available to help others.
• Attention to Detail : You pay exceptional attention to detail can identify potential issues and a high level of accuracy is reflected in your work
• Ownership : You take pride in your work from beginning to end. You own up to your mistakes and understand how to escalate matters when necessary.
• 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 are constantly thinking about how to improve tasks and workflows. You invest in your own development and seek
• Technology : You have proficiency in technology including Smartsheet and Microsoft Office applications such as OneNote Outlook Word Excel PowerPoint and Power Automate. Proficiency in Salesforce CORIC and Seismic are assets.
• 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 Investment Management

Connor Clark & Lunn Investment Management is a global institutional asset management firm established in 1982 and based in Vancouver Canada. Our strong stable team of investment professionals manages a broad range of investment solutions that includes traditional mandates such as developed and emerging market equities and fixed income as well as alternative strategies such as portable alpha market neutral and absolute return.

Connor Clark & Lunn Investment Management Ltd. is part of the Connor Clark & Lunn Financial Group Ltd. (CC&L Financial Group) a multi-boutique investment management company whose affiliates collectively manage over $139 billion in financial assets. Our affiliation with the CC&L Financial Group allows us to best deliver on the mission to provide superior performance and service to our clients.

Connor Clark & Lunn Investment Management 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.

The base salary range is $annually plus a competitive performance bonus. Compensation will be determined based on experience and qualifications.

We thank all applicants for their interest however only those selected for an interview will be contacted. No telephone calls or agencies will be accepted. Successful applicants must be eligible to work in Canada on their start date.

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Required Experience :

Key Skills

Customer Service,Client Expectations,Client Requirements,Client Support,Action Plans,Issue Resolution,Account Management,Client Relationships,Service Delivery,Client Service,Client Satisfaction,Client Management,Procedures,Service Level Agreements,New Clients

Employment Type : Full-Time

Experience : years

Vacancy : 1

Yearly Salary Salary : 65000 - 85000

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