Client Relationship Analyst, Client Solutions Team

Job summary

The Client Relationship Analyst supports institutional client relationships by partnering with managers to execute service plans and strategic goals. They are responsible for analyzing client data and collaborating with internal teams to improve systems and communication processes.

Job details

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. To apply for this position, please 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. #LI-HYBRID #LI-RC1 We are committed to providing an inclusive, accessible recruitment and selection process. We welcome and encourage applications from people with disabilities. Accommodations are available on request for candidates taking part in all aspects of the recruitment and selection process. Please contact talentacquisition@cclgroup.com [talentacquisition@cclgroup.com] if you require accommodation. AI may be used to support certain stages of our screening & recruitment process. These tools support, but do not replace, human judgment and decision-making.

What you’ll do

The Client Relationship Analyst supports institutional client relationships by partnering with managers to execute service plans and strategic goals. They are responsible for analyzing client data and collaborating with internal teams to improve systems and communication processes.

Requirements

Candidates must hold an undergraduate degree in economics, finance, or a related field with 3 to 5 years of relevant experience. Strong verbal and written communication skills are required, with French language fluency considered an asset.

Benefits

• Performance bonus

Listed skills

• Client Relationship Management · Preferred
• Data analysis · Preferred
• Communication · Preferred
• Multi-Tasking · Preferred
• Relationship Building · Preferred
• Collaboration · Preferred
• Process Improvement · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Client relationship management
• Data analysis
• Investment strategies
• Communication
• Strategic planning
• Multi-tasking
• Capital markets
• Economics
• Finance
• Relationship building
• Collaboration
• Process improvement
• Bilingual (French/English)
• Analytical Skills
• Artificial Intelligence
• Investments
• Capital Markets
• Collaborative Communications
• French Language
• Multitasking
• Proactivity
• Prioritization

Job areas

• Finance & Accounting
• Customer Service & Support
• Consulting
• Management & Leadership
• Client Relationship Analyst
• Client Relationship Manager
• Commercial Sales Representatives
• Sales Representatives, Wholesale and Manufacturing, Except Technical and Scientific Products

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