Job Description
Elevate your career with CC&L Financial Group as a Hybrid Client Transitions Analyst, where you will oversee the seamless onboarding of institutional clients across various sectors.
In this pivotal role, you will manage the transitions for institutional clients, ensuring their needs are identified and met through an organized onboarding process. Interacting with clients, custodians, and internal teams, you will utilize your investment operations background and analytical skills to create effective transition plans. The position operates on a hybrid model, embracing both remote and in-office work.
Key Responsibilities:
• Facilitate onboarding for Canadian and global clients
• Serve as the main contact for external onboarding partners
• Analyze client needs and operational requirements
• Collaborate with teams to implement client setups
• Manage KYC aspects and project documentation
Requirements:
• At least 3 years in investment operations or client-facing role...
In this pivotal role, you will manage the transitions for institutional clients, ensuring their needs are identified and met through an organized onboarding process. Interacting with clients, custodians, and internal teams, you will utilize your investment operations background and analytical skills to create effective transition plans. The position operates on a hybrid model, embracing both remote and in-office work.
Key Responsibilities:
• Facilitate onboarding for Canadian and global clients
• Serve as the main contact for external onboarding partners
• Analyze client needs and operational requirements
• Collaborate with teams to implement client setups
• Manage KYC aspects and project documentation
Requirements:
• At least 3 years in investment operations or client-facing role...