Client Relationship Analyst, Client Solutions Team

Socket.dev; Vancouver; On-site; CAD 90,000 - 130,000; Full time

Job summary

CC&L Financial Group is seeking a Client Relationship Analyst in Vancouver, Canada, to support institutional client relationships across the full client life cycle. You will partner with Client Relationship Managers and collaborate on strategic goals while analyzing client data and investment strategies.

The role emphasizes relationship-building, strong communication, and effective multi-tasking in a dynamic team. A base salary is provided with a performance bonus and opportunities for growth.

Qualifications

• Undergraduate degree in economics or finance (or related field) with 3–5 years of relevant work experience.
• Strong verbal and written communication skills; relationship-focused.
• French language fluency is beneficial but not required.

Responsibilities

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

Skills

Relationship building

Verbal & written communication

Multi-tasking

Collaborative communication

Market knowledge

Education

Undergraduate degree in economics or finance

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.

We thank all applicants in advance for their interest, but only those candidates shortlisted for interviews will be contacted.

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.

Your application will be reviewed by a member of the hiring team - AI is not used in the screening, assessment or selection of applications at this time.