Client Transitions Analyst β€” Institutional Onboarding in Toronto

Client Transitions Analyst β€” Institutional Onboarding in Toronto

Toronto Full-Time On-site
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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 strong analytical skills and a disciplined, proactive approach.

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Client Transitions Analyst β€” Institutional Onboarding in Toronto employer: Connor, Clark & Lunn Financial Group

At CC&L Financial Group, we pride ourselves on being an exceptional employer that values innovation and collaboration. Our hybrid work environment fosters a culture of flexibility and inclusivity, allowing you to thrive while contributing to meaningful projects in asset management. With ample opportunities for professional growth and development, you'll be empowered to enhance your skills and make a significant impact within our dynamic team.

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Contact Details:

Connor, Clark & Lunn Financial Group Recruitment Team