Client Transitions Analyst — Institutional Onboarding (Winnipeg)

Client Transitions Analyst — Institutional Onboarding (Winnipeg)

27 Sep
|
Connor, Clark u0026 Lunn Financial Group
|
Winnipeg

27 Sep

Connor, Clark u0026 Lunn Financial Group

Winnipeg

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 robust analytical skills and a disciplined, proactive approach.

📌 Client Transitions Analyst — Institutional Onboarding (Winnipeg)
🏢 Connor, Clark u0026 Lunn Financial Group
📍 Winnipeg

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