Join a leading Canadian asset manager as a Client Transitions Analyst on the Transition Management team.

Experience a dynamic role overseeing onboarding and client account restructuring in a hybrid work environment. This position requires expertise in investment operations, engaging with both institutional clients and external stakeholders. You will utilize your analytical skills to identify operational requirements and risks while ensuring smooth transitions for Canadian and global clients.

Collaboration with investment managers, sales, compliance, and operations teams is key in executing tailored transition plans to meet client needs. Key Responsibilities:

- Manage onboarding of Canadian and global institutional clients
- Be the primary contact for external stakeholders




- Analyze operational and portfolio management requirements
- Coordinate client restructures and KYC applications
- Maintain onboarding tools and project documentation Requirements:
- 3+ years in investment operations or client-facing roles
- Robust analytical and problem-solving skills
- Effective communication and interpersonal abilities
- Detail-oriented with a proactive approach
- Experience in financial markets and investment processes Utilize your investment operations experience to ensure smooth transitions and client satisfaction in a supportive work environment.

📌 Client Transitions Analyst Hybrid Work (Toronto)
🏢 Connor, Clark u0026 Lunn Financial Group (CCu0026L)
📍 Toronto