Client Operations Associate, Client Solutions

Connor, Clark & Lunn Investment Management (CC&L); Toronto; On-site; CAD 65,000 - 85,000; Full time

Job summary

Join an award-winning client service team as a Client Operations Associate at a leading investment management firm in Toronto. This role involves supporting key decision-makers with administrative tasks, oversight of client communications, and enhancing operational processes. Candidates should be organized, proactive, and possess strong communication skills, with 3-5 years of relevant experience in an investment environment.

Qualifications

• 3-5 years of experience in a similar role.
• Experience in an institutional investment firm is an asset.
• Proficiency in technology and strong communication skills.

Responsibilities

• Provide administrative support for external engagements.
• Manage the end-to-end process of communications and materials.
• Support onboarding of new systems and tools.

Skills

Clear Communication

Organizational Skills

Attention to Detail

Collaborative Approach

Proactivity

Education

Bachelor's Degree

Tools

Smartsheet

Microsoft Office

Salesforce

Job description

Position:Client Operations Associate, Client Solutions

Location: Toronto, Ontario

Job Id:2010

# of Openings:0

Client Operations Associate, Client Solutions

Toronto, ON

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 firm’s 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&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.

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:

• 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 Group’s 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 $65,000 – 85,000 annually plus a competitive performance bonus. Compensation will be determined based on experience and qualifications.

To apply for this position, please submit your resume, cover letter and transcript as one PDF.

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.