Position: Specialist, Client Service OperationsLocation: Calgary, AlbertaJob Id: 1917# of Openings: 1Specialist, Client Service OperationsWe 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 ComplianceTransfers and TransactionsClient AdministrationWhat You Will DoUnderstand the platform of investment products, services, and regulatory requirementsContribute to current and future process and technology developmentPrepare client documentation, open new accounts, and facilitate transferring of assets from delivering institutionsEnsure all client documentation meets regulatory and compliance requirementsWork in various software environments to enter and maintain data integrity and organize client documentationExecute specific transactional requests and coordinate cash settlements as neededReconcile in-cash and in-kind transfers,



validating that all assets have successfully transferred inEnsure consistent and accurate entry of client information into our CRM databaseActively engage in ongoing learning and development to continuously improve skills and knowledgeProvide administrative support and back up as requiredWhat You BringUndergraduate degree or equivalent work experience, preferably in a related fieldExceptional attention to detail and accuracyExcellent written and verbal communication skills (English and/or French)Strong administration skills, forward thinking in process development with confidence to adapt to change as necessaryStrong organizational and time-management skills with an ability to multi-taskExperienced working independently as well as in partnership with other team membersGood judgment coupled with the ability to set clear expectations and make sound decisionsAdvanced user of Microsoft Office, specifically ExcelPrevious Salesforce experience is considered an assetUnderstanding of private client service and investment management practice is an assetAbout Connor, Clark & Lunn Financial GroupAt Connor, Clark & Lunn Financial Group, we understand the value of chance – 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.#J-18808-Ljbffr

📌 Specialist, Client Service Operations (Calgary)
🏢 Connor, Clark & Lunn Private Capital Ltd. (CC&L)
📍 Calgary