Connor, Clark & Lunn Financial Group is seeking a Client Transitions Analyst to lead onboarding and restructuring for institutional clients across Canada, the US, and globally. You will serve as the primary liaison with clients, custodians, and consultants, coordinating cross-functional teams to ensure smooth transitions.
The role requires 3+ years in investment operations or client-facing roles, with solid analytical skills and a disciplined, proactive approach.
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📌 Client Transitions Analyst — Institutional Onboarding (Ontario)
🏢 Connor, Clark & Lunn Financial Group
📍 Ontario
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