Client Transitions Analyst at CC&L Financial

Elevate your career with CC&L Financial as a Client Transitions Analyst, playing a pivotal role in institutional client onboarding. Engage with multiple stakeholders while working in a hybrid environment.

As a Client Transitions Analyst, you will oversee the onboarding process for Canadian, US, and global institutional clients. This role requires collaboration with investment managers, compliance teams, and custodians, ensuring alignment with client needs and operational requirements. You will be responsible for offering tailored solutions, managing client restructures, and maintaining the onboarding tools used in the process.

Key Responsibilities:

• Manage institutional client onboarding for various regions

• Serve as key contact throughout the onboarding process

• Analyze operational and portfolio management needs

• Collaborate with internal teams on client requirements

• Coordinate changes to mandates and benchmarks

Requirements:

• 3+ years in investment operations or client-facing roles

• Analytical mindset with problem-solving skills

• Excellent interpersonal and emotional intelligence

• Detail-oriented with deep operational focus

• Ability to navigate complex processes

Contribute to CC&L Financial's mission by delivering exceptional onboarding experiences while building strong stakeholder trust.
#J-18808-Ljbffr