Client Operations Associate, Client Solutions

Overview

Vancouver, BC or Toronto, ON – Connor, Clark & Lunn Investment Management Ltd. is 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.

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.

• 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 One Note, 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.

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…