Jeff Z.

Specialist, Client Service Operations at Connor, Clark & Lunn Private Capital Ltd. (CC&L)

Jeff Z. currently serves as a Specialist in Client Service Operations at Connor, Clark & Lunn Private Capital Ltd. since April 2021, where the focus is on delivering exemplary client service to affluent Canadians and not-for-profit organizations. With a strong foundation in communication and problem-solving, Jeff Z. excels in building client relationships and leading the onboarding process while utilizing market and product knowledge to address client inquiries. Previously, Jeff Z. worked as an Expert Accounting Associate at Bench Accounting, managing bookkeeping and tax filing for over 70 small business clients, and held various roles including Accounting Associate at Transport Canada and Online Support Assistant at Ashton College. Jeff Z. holds a Bachelor of Business Administration in Finance and Strategic Analysis from the Beedie School of Business, Simon Fraser University, completed in 2019.

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