Client Relationship Analyst, Client Solutions Team

We are an award-winning client service team, responsible for managing all aspects of the firm’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 in the firm generates significant value to our organization. This opening represents a unique opportunity to play a meaningful role in support of our institutional client relationships.

We place high value on maintaining an entrepreneurial spirit and creating a culture where each of us has opportunities to grow and succeed.

What You Will Do

The Client Relationship Analyst will have exposure to the firms’ key decision makers and have a broad range of responsibilities playing a critical role in the full client life cycle:

Partnering with Client Relationship Managers (CRMs) on all aspects of their client relationship responsibilities

Participate in the development and execution of the Client Solutions team’s strategic goals and objectives

Collaborate on all aspects of client relationship responsibilities from the development of a client’s service plan to its execution

Collect, evaluate and analyze data related to clients and investment strategies

Work with the organization’s support teams to improve systems, processes, and communications

What You Bring

Market Knowledge :
You have an undergraduate degree in economics or finance (or a related field) and a keen interest in capital markets with 3 to 5 years of relevant work experience

Passion for Relationships:  You naturally lean towards building relationships and possess strong verbal and written communication skills

French Language Fluency  (beneficial but not required):
We deliver our full range of services in both French and English and the ability to seamlessly operate in both languages is a source of value to the organization

Collaborative Communication :
You have a collaborative spirit that helps you to work well with others while at the same time taking initiative to build on the existing best practice of the team

Multi-tasking :
This is key. The role offers the opportunity to develop social and analytical skills. It is dynamic and fluid and requires the ability to prioritize and manage a wide range of responsibilities while at the same time developing an understanding of our clients and investment teams and strategies.

We welcome applications from candidates with different levels of experience. The base salary range is $90,000 – $130,000 annually plus a competitive performance bonus. Compensation will be determined based on experience and qualifications.

We thank all applicants in advance for their interest, but only those candidates shortlisted for interviews will be contacted.

CC&L Financial Group 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.

Your application will be reviewed by a member of the hiring team - AI is not used in the screening, assessment or selection of applications at this time.