Client Relations Analyst
Listed on 2026-07-07
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Business
Client Relationship Manager, Business Development, CRM System
Role Overview
Our Toronto office is recruiting for a Client Relations Analyst, reporting to the Client Relationship Partner. The role supports the firm’s Client Listening Program by collecting, analyzing, and summarizing client feedback to identify growth and cross‑selling opportunities, and by advancing firm‑wide and practice‑level business development initiatives.
Responsibilities- Work closely with the Client Relationship Partner to identify and advance opportunities to strengthen client relationships and support cross‑marketing initiatives.
- Collaborate with Business Development, Marketing, Finance, and IT teams on firm‑wide strategic initiatives related to client management and service delivery.
- Partner with industry groups and client relationship lawyers to advance business development opportunities informed by client needs and priorities.
- Independently capture, organize, and synthesize client data from meetings to support strategic growth recommendations.
- Extract and analyze data from systems such as 3E, Inter Action, and CapitalIQ to produce business intelligence reports and supporting materials.
- Participate in client interviews alongside the Client Relationship Partner and manage action items and follow‑ups with practice groups through completion.
- Collect, transform, and synthesize client feedback to identify key trends, growth opportunities, and cross‑selling potential.
- Leverage data insights to collaborate with industry groups in expanding and strengthening client relationships.
- Develop a strong understanding of the firm’s key practices, industry groups, lead client teams, and relationship structures.
- Partner closely with lead lawyers to develop, implement, and manage select practice and industry group business plans and identify opportunities to elevate group profiles.
- Support the identification and evaluation of new business opportunities and client targets.
- Conduct research and analysis on existing and prospective clients, competitor activity, and market and industry trends, producing clear and actionable reports using platforms such as CapitalIQ and Mergermarket.
- Minimum 3+ years of progressive client relations, business development, or marketing experience within a law firm.
- Proven experience managing client intake processes, including researching client organizations and identifying cross‑selling opportunities.
- Demonstrated experience working directly with client relationship lawyers to advance business development initiatives.
- Experience supporting or managing a formal client feedback or client listening program.
- Strong ability to collect, synthesize, and summarize qualitative and quantitative data to inform strategic decision‑making.
- Undergraduate degree; additional relevant education or equivalent professional experience considered an asset.
- Experience integrating qualitative client feedback with quantitative KPIs to assess relationship growth and the impact of client interviews.
- Experience with enterprise CRM and analytics platforms, including Inter Action, CapitalIQ, and 3E.
- Advanced Excel capabilities, including ETL processes, pivot tables, and Power Query.
- Experience with basic data visualization tools to illustrate trends and insights (e.g., Power BI or Tableau).
- Proactive, strategic self‑starter with the ability to take ownership of responsibilities and drive initiatives forward.
- Strong organizational and prioritization skills, with the ability to manage multiple deadlines while maintaining attention to detail.
- Excellent note‑taking, listening, and follow‑up skills, particularly in in‑person client interview settings.
Permanent, Full‑Time (Four days in‑office per week)
Salary Range$70,000 - $85,000 Annually
Benefits- Competitive compensation + Extended Health & Dental Care.
- RRSP Matching Program.
- Education/tuition allowance.
- Fitness Reimbursement Program.
- Diversity and Inclusion‑centric Culture.
- A Culture of Wellness: comprehensive programme addressing mental and physical well‑being.
- A fully stocked kitchen with healthy snacks, plus coffee, tea, and drinks throughout the year.
- A business casual dress code (client/day specific).
- Employee referral bonus.
Cassels is an equal opportunity employer committed to fostering a workplace where people of all identities and lived experiences feel valued, respected, and supported. We are dedicated to removing barriers and ensuring equitable access to employment. We strongly encourage applications from Indigenous peoples, racialized people, people with disabilities, 2
SLGBTQIA+ communities, and individuals with intersectional identities. All qualified candidates are welcome to apply. Accommodations for disabilities, accessibility needs, or cultural practices are available throughout the recruitment process upon request.
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