Join CC&L; Financial as an Institutional Client Transitions Analyst. Your expertise in managing client onboarding will be vital in a hybrid work setting.

As part of the Transition Management team, you will facilitate the onboarding and restructuring of client accounts for institutional investors. This position involves analyzing client needs, coordinating with various stakeholders, and executing customized transition plans by understanding investment strategies. Your analytical skills will help identify risks and ensure that onboarding meets all operational and compliance requirements.

Key Responsibilities:
• Oversee onboarding processes for institutional clients
• Act as main contact for external stakeholders
• Identify operational and client portfolio requirements




• Partner with sales and compliance teams for smooth transitions
• Maintain project plans and documentation for onboarding

Requirements:
• 3+ years in client-facing or investment operations
• Solid analytical and creative problem-solving abilities
• High emotional intelligence and strong interpersonal skills
• Detail-oriented with a focus on operational integrity
• Proactive and flexible in managing client relationships

Utilize your skills in investment operations to enhance client experiences at CC&L; Financial.
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📌 Institutional Client Transitions Analyst Role (Ontario)
🏢 Connor, Clark & Lunn Financial Group
📍 Ontario