Intern, Private Client Operations
Intern, Private Client Operations
Posted on :
05-07-2025
Employer Active
1 Vacancy
Job Alert
You will be updated with latest job alerts via emailValid email field required
Send jobs
Share
Send me jobs like this
Job Alert
You will be updated with latest job alerts via emailValid email field required
Send jobs
Job Description
Intern Private Client Operations
Connor Clark & Lunn Private Capital Ltd.
Toronto ON
The Position
CC&L Private Capital Ltd. is seeking a Private Client Operational Intern to join ourOperational Specialist Teamfor a4-month term(September-December 2025)
What do we offer a IPrivate Client Operational Intern
A dynamic fast-paced work environment where opportunities for learning and growth are abound. You will be a member of a collaborative and operations focused team. This is an opportunity to support our Onboarding Specialist Team with a variety of tasks and experience the documentation account opening and compliance cycle first-hand.
As aPrivate Client Operational Internyou will:
- Ensure all client documentation meets regulatory and compliance requirements.
- Ensure consistent and accurate entry of client information into our CRM database.
- Work in various software environments to enter and maintain data integrity and organize client documentation.
- Provide administrative support and back up as required.
Qualifications and Experience
ThePrivate Client Operational Internposition is geared toward students either in their third/fourth year of an undergraduate degree or MBA with a focus on Finance Business Administration and/or Economics. We are seeking ambitious students with a strong academic track record who are interested in making an impact in process efficiencies at CC&L.
In addition to the above the successful candidate will have:
- At least one previous internship experience in the area or Finance Asset Management and/or Investment Management.
- Excellent oral and written communication skills.
- Excellent attention to detail.
- Ability to work independently as well as in partnership with other team members combined with a positive can-do attitude.
- Strong organizational and time management skills the ability to multi-task and work autonomously.
- Advanced knowledge of MS Suite especially Excel Word and Adobe Acrobat.
- Understanding of investment management practice is an asset.
About Connor Clark & Lunn Financial Group
At Connor Clark & Lunn Financial Group we understand the value of opportunity for our clients and our team. Independent and employee-owned we partner with investment professionals to grow successful asset management businesses giving them the space to innovate and truly make an impact.
With more than 40 years of history and offices across Canada and in the US the UK and India CC&L Financial Group and our multi-boutique family of affiliate firms collectively manage over $142 billion in assets providing a diverse range of traditional and alternative investment products and solutions to institutional high-net-worth and retail clients.
For a closer look at how you can build your career with us we invite you to .
To apply for this position please submit yourresumecoverletterandtranscriptasone PDF.
Connor Clark & Lunn 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.
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-SM2 #LI-Hybrid
Required Experience:
Intern
Employment Type
Intern
Report This Job
Disclaimer: Drjobpro.com is only a platform that connects job seekers and employers. Applicants are advised to conduct their own independent research into the credentials of the prospective employer.We always make certain that our clients do not endorse any request for money payments, thus we advise against sharing any personal or bank-related information with any third party. If you suspect fraud or malpractice, please contact us via contact us page.
