Private Client Services Associate

Connor, Clark & Lunn Financial Group - Montréal, QC (10 months ago)

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Connor, Clark & Lunn Private Capital Ltd.
Montreal, QC

Connor, Clark & Lunn Financial Group provides investment management services to individuals, advisors, pension plans, institutional investors and foundations. As a multi-boutique asset management firm, Connor, Clark & Lunn Financial Group is uniquely focused on creating the conditions for success for its clients, partners and employees. The firm has offices across Canada and in New York, Chicago and London and through its affiliated investment managers is responsible for the investment of approximately $79 billion in financial assets.

Connor, Clark & Lunn Private Capital is an affiliate of the Connor, Clark & Lunn Financial Group, providing professional discretionary money management services to individual investors, aboriginal groups, foundations and endowments.

Role Purpose:
Are you a professional who thrives in an innovative environment and is looking to make contributions to a dynamic, fast-growing company? We are currently recruiting for the position of Private Client Services Associate in our Montreal office.

As an Associate at Connor, Clark & Lunn Private Capital you are the front line of client service that directly impacts the client experience and is vital to the success of our organization. In this role, you are a member of a collaborative and client-focused team requiring exceptional communication and problem-solving skills. Through a combination of client-relationship and time-management abilities, market and product knowledge, you support assigned Investment Professional(s) in handling client relationships to deliver exemplary client service. You demonstrate good judgment and have a high level of integrity and discretion.

Job Description
Build and galvanize relationships through professional communication with clients
Work with internal operational teams to resolve issues that may arise and respond to client inquiries
Understand the platform of investment products and services, enabling you to service clients
Customize presentation materials for new and existing clients
Lead the onboarding process and establish a foundation for a positive client experience
Execute all transactional requests and coordinate cash settlement as needed
Contribute to improving and streamlining the service model and operational procedures
Participate in ad hoc projects and special assignments as needed
Requirements
Excellent written and verbal communication skills in English and French
Exceptional attention to detail
Experienced at working independently, as well as in partnership with other team members
Strong organizational and time-management skills with a proven ability to multi-task and work autonomously in a fast-paced environment
Good judgment coupled with the ability to set clear expectations and make sound decisions
University degree and/or a minimum of two years of related experience
Advanced user of Excel, PowerPoint, Word and Adobe Acrobat
Understanding of private client service and investment management practice is an asset
To apply for this position, submit your resume and cover letter.

We thank all applicants in advance for their interest, but only those candidates shortlisted for interviews will be contacted. No telephone calls or recruitment agencies will be accepted.