Client Relationship Analyst, Client Solutions Team

Connor, Clark & Lunn Investment Management (CC&L); Toronto; On-site; CAD 90,000 - 130,000; Full time

Job summary

CC&L Financial Group in Toronto seeks a Client Relationship Analyst to support institutional client relationships across the full client life cycle. You will partner with Client Relationship Managers, help execute strategic goals, and collaborate on service plans to ensure client satisfaction.

The role emphasizes communication, relationship-building and the ability to manage multiple priorities in a fast-paced environment, with a base salary in the 90k–130k CAD range and a discretionary bonus

Qualifications

• Undergraduate degree in economics or finance (or related field).
• Strong verbal and written communication skills.
• Ability to prioritize and manage multiple responsibilities in a dynamic environment.

Responsibilities

• Partner with Client Relationship Managers on client relationship duties.
• Support development and execution of the Client Solutions team’s goals.
• Collaborate on service plans and client engagement from start to finish.
• Collect, evaluate and analyze data related to clients and investment strategies.
• Work with support teams to improve systems, processes and communications.

Skills

Relationship management

Communication skills

Multitasking

Bilingual (French/English) [beneficial

Education

Economics/Finance degree

Job description

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 Relationship Managers (CRMs) 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

• Market 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.

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.

CC&L Financial Group 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.