Client Relationship Analyst, Client Solutions Team
Connor, Clark & Lunn Investment Management · CA
12 days agoImpress employers and recruiters.
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About the Role
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.
Responsibilities
- 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
Requirements
- Undergraduate degree in economics or finance (or a related field)
- Keen interest in capital markets
- Strong verbal and written communication skills
- Collaborative spirit that helps you to work well with others
- Ability to prioritize and manage a wide range of responsibilities
- Ability to develop an understanding of our clients and investment teams and strategies
Skills
- Market Knowledge
- Passion for Relationships
- French Language Fluency (beneficial but not required)
- Collaborative Communication
- Multi-tasking
- Social skills
- Analytical skills
Experience Level
- 3 to 5 years of relevant work experience
- We welcome applications from candidates with different levels of experience
Education Level
- Undergraduate degree in economics or finance (or a related field)
Salary/Compensations
- $90,000 – $130,000 annually plus a competitive performance bonus
About the Company
- 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.
- CC&L Financial Group is committed to creating a diverse and inclusive environment and is proud to be an equal opportunity employer.
Equal Opportunity
- 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.