Client Operations Associate, Client SolutionsConnor, Clark & Lunn Investment Management (CC&L) • Vancouver, British Columbia, Canada
Client Operations Associate, Client Solutions
Connor, Clark & Lunn Investment Management (CC&L)
- Vancouver, British Columbia, Canada
- Vancouver, British Columbia, Canada
À propos
Vancouver, BC or Toronto, ON
We are looking for a Client Operations Associate to join our team. This opening represents a unique opportunity to be part of a team responsible for overseeing the processes and operational aspects of our firm's client service function, while also partnering closely with the sales and executive teams to coordinate and support the execution of materials for prospective client meetings and other external engagements.
We are an award-winning client service team, responsible for managing all aspects of CC&L's interactions with our institutional client base. The Client Solutions team is responsible for developing relationships with our clients where the creation of trust and confidence generates significant value to our organization.
What You Will Do
You will have exposure to the firm's key decision-makers and have a broad range of responsibilities related to our operational processes:
Project & Process Management: Support the onboarding of new systems and tools, play an active role in process evaluation and enhancement, and collaborate closely with Connor, Clark & Lunn Financial Group's operational teams to advance initiatives that improve efficiency, scalability, and service quality, while also supporting effective team adoption of new processes and technologies.
Content and Communications Oversight: Manage the end‑to‑end process for cyclical and ad‑hoc materials, including publications, sales presentations, client reports, and due diligence questionnaires. This includes ensuring timely delivery, owning the tracking and monitoring of workflows, providing status updates and completion metrics, driving process improvements, and collaborating with key stakeholders, including marketing and translation partners.
Executive and Sales Engagement Support: Provide operational support for external engagements, including client meetings, sales pitches, and board activities. Responsibilities include coordinating logistics, managing calendars, preparing agendas, presentations, and briefing materials, overseeing the approval process for all content, attending preparatory meetings and maintaining accurate tracking of sales meeting activity.
Team Collaboration & Cross-Training: Contribute to a high-performing team environment by supporting shared objectives, cross-training colleagues on core responsibilities, and providing reliable backup coverage to ensure continuity of service.
What You Bring
Ownership: You take end‑to‑end accountability for delivery, owning issues as they arise, proactively managing risks and dependencies, and escalating appropriately to ensure successful outcomes.
Organized & Proactive: You embrace working on multiple projects in parallel and understand how to prioritize. You have a proven ability to work efficiently under pressure and are confident in keeping yourself and others accountable to strict deadlines. You are forward-thinking.
Clear Communication: You demonstrate excellent verbal and written communication skills and can connect effectively with a wide range of stakeholders, including those in senior positions.
Collaborative Approach: You are a positive team player who enjoys working with a variety of people and recognizes the importance of collective success. You know when to ask for help, and you make yourself available to help others.
Attention to Detail: You pay exceptional attention to detail, can identify potential issues, and a high level of accuracy is reflected in your work
Curiosity for Learning: You are interested in learning about our clients, investment strategies, products, and business operations to better enhance our operational processes.
Growth Mindset: You are inspired to look beyond the status quo and are constantly thinking about how to improve tasks and workflows. You invest in your own development and seek
Technology: You have proficiency in technology including Smartsheet, and Microsoft Office applications such as OneNote, Outlook, Word, Excel, PowerPoint and Power Automate. Proficiency in Salesforce, CORIC, and Seismic are assets.
Industry Knowledge: 3+ years of experience in a similar role. Experience in an institutional investment firm, bank, or trust company is an asset.
About Connor, Clark & Lunn Investment Management
Connor, Clark & Lunn Investment Management is a global institutional asset management firm established in 1982 and based in Vancouver, Canada. Our strong, stable team of investment professionals manages a broad range of investment solutions that includes traditional mandates such as developed and emerging market equities and fixed income, as well as alternative strategies such as portable alpha, market neutral and absolute return.
Connor, Clark & Lunn Investment Management Ltd. is part of the Connor, Clark & Lunn Financial Group Ltd. (CC&L Financial Group), a multi-boutique investment management company whose affiliates collectively manage over $179 billion in financial assets. Our affiliation with the CC&L Financial Group allows us to best deliver on the mission to provide superior performance and service to our clients.
Connor, Clark & Lunn Investment Management is committed to creating a diverse and inclusive environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to gender, ethnicity, religion, sexual orientation or expression, disability, or age.
The base salary range is $70,000 – 90,000 annually plus a competitive performance bonus. Compensation will be determined based on experience and qualifications.
To apply for this position, please submit your resume and cover letter.
We thank all applicants for their interest, however, only those selected for an interview will be contacted. No telephone calls or agencies will be accepted. Successful applicants must be eligible to work in Canada on their start date.
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Compétences linguistiques
- English
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