Specialist, Client Service Operations

Connor, Clark & Lunn Private Capital Ltd. (CC&L); Calgary; On-site; CAD 50,000 - 70,000; Full time

Job summary

A leading investment management firm is seeking a Specialist in Client Service Operations to enhance client onboarding and administration. The ideal candidate will possess exceptional communication skills, strong attention to detail, and a proactive approach to process improvement. This role involves collaborating with various teams to ensure seamless client experiences and compliance with regulatory standards. Join a dynamic team dedicated to delivering high-quality service in the investment management industry.

Qualifications

• Exceptional attention to detail and accuracy required.
• Excellent written and verbal communication skills in English and/or French.

Responsibilities

• Prepare client documentation and open new accounts.
• Ensure compliance with regulatory requirements.
• Execute transactional requests and coordinate cash settlements.

Skills

Communication

Attention to Detail

Time Management

Organizational Skills

Education

Undergraduate degree

Tools

Microsoft Office

Salesforce

Job description

Position : Specialist, Client Service Operations

Job Id : 1917

of Openings : 1

Specialist, Client Service Operations

We are looking for a Specialist, Client Service Operations to join our firm. In this role, you will be a member of a collaborative and operations focused team requiring exceptional communication skills, proficiency with technology and high attention to detail. Through a combination of time-management abilities, strong administrative background, and interest in the investment management industry you will collaborate with client service and back-office teams to ensure fast and accurate client administration, effective process execution and seamless onboarding experience.

This functional team consists of three areas cross-trained to provide a solid learning foundation of our industry while providing the highest quality of output aiming to exceed established SLA’s.

The functional areas include :

• Client Onboarding and Compliance
• Transfers and Transactions
• Client Administration

What You Will Do

• Understand the platform of investment products, services, and regulatory requirements
• Contribute to current and future process and technology development
• Prepare client documentation, open new accounts, and facilitate transferring of assets from delivering institutions
• Ensure all client documentation meets regulatory and compliance requirements
• Work in various software environments to enter and maintain data integrity and organize client documentation
• Execute specific transactional requests and coordinate cash settlements as needed
• Reconcile in-cash and in-kind transfers, validating that all assets have successfully transferred in
• Ensure consistent and accurate entry of client information into our CRM database
• Actively engage in ongoing learning and development to continuously improve skills and knowledge
• Provide administrative support and back up as required

What You Bring

• Undergraduate degree or equivalent work experience, preferably in a related field
• Exceptional attention to detail and accuracy
• Excellent written and verbal communication skills (English and / or French)
• Strong administration skills, forward thinking in process development with confidence to adapt to change as necessary
• Strong organizational and time-management skills with an ability to multi-task
• Experienced working independently as well as in partnership with other team members
• Good judgment coupled with the ability to set clear expectations and make sound decisions
• Advanced user of Microsoft Office, specifically Excel
• Previous Salesforce experience is considered an asset
• Understanding of private client service and investment management practice is an asset

About Connor, Clark & Lunn Financial Group

At Connor, Clark & Lunn Financial Group, we understand the value of opportunity – for our clients and our team. Independent and employee-owned, we partner with investment professionals to grow successful asset management businesses, giving them the space to innovate and truly make an impact.

With more than 40 years of history and offices across Canada and in the US, the UK and India, CC&L Financial Group and our multi-boutique family of affiliate firms collectively manage over $139 billion in assets, providing a diverse range of traditional and alternative investment products and solutions to institutional, high-net-worth and retail clients.

Connor, Clark & Lunn Private Capital ("CC&L Private Capital") is an affiliate of CCLFG, providing professional discretionary money management services to individual investors, Indigenous communities, not-for-profits and charitable foundations. The firm is currently responsible for approximately $17 billion in client assets.

For a closer look at how you can build your career with us, we invite you to explore.

CC&L 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.

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

We thank all applicants in advance for their interest, but only those candidates shortlisted for interviews will be contacted. No telephone calls or recruitment agencies will be accepted.

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