Accelerate client onboarding as a Client Transitions Analyst in a hybrid work model with CCL Group. Drive tailored solutions for institutional clients seamlessly.
Your role as a Client Transitions Analyst involves managing the intricate process of onboarding and account restructuring for institutional clients. You will analyze and identify needs while collaborating with various internal teams. Building trust with clients and stakeholders will be essential for successful transition management, especially in navigating operational requirements and potential risks.
Key Responsibilities:
• Manage onboarding processes for Canadian and global clients
• Act as the primary contact with custodians and consultants
• Analyze client and operational requirements thoroughly




• Work with sales, compliance, and operational teams
• Maintain up-to-date onboarding documentation
Requirements:
• Minimum 3 years in investment operations or client interaction
• Solid analytical abilities with a growth mindset
• Excellent communicator with high emotional intelligence
• Detail-oriented focus on operational processes
• Proven ability to collaborate across various teams
Drive client success with your expertise in transitions management as a pivotal part of CCL Group.
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📌 Client Transitions Analyst at CCL Group (Toronto)
🏢 RiseMe
📍 Toronto