Client-Focused Investment Operations Specialist, Burnaby
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Burnaby, Canada
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Last edited: less than a week ago
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TEEMA seeks a motivated Investment Operations Specialist to deliver world-class service in Burnaby, BC. This role centers around client-facing responsibilities, operational processes, and cross-team collaboration. You will be instrumental in onboarding and maintaining client records while driving innovative operational solutions within a supportive environment.
Key Responsibilities:• Serve as primary contact for client inquiries • Facilitate account openings and client record upkeep • Execute operational functions such as KYC and processing • Validate client transactions accurately • Collaborate with global teams for efficient operations
Requirements:• Strong academic background with an undergraduate degree • 1–3 years of experience including internships • Excellent communication skills both verbal and written • Detail-oriented with problem-solving capabilities • Strong integrity and collaboration mindset
Contribute to our focused approach to client service and operational excellence in Burnaby. #J-18808-Ljbffr
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Company nameTEEMA Solutions Group
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Job positionClient-Focused Investment Operations Specialist
Client-Focused Investment Operations Specialist has been posted in the Burnaby Accounting, Financing & Banking category on Locanto.
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