Canada

Client-Focused Investment Operations Specialist, Burnaby

Client-Focused Investment Operations Specialist, Burnaby
Description
Join our Burnaby team as an Investment Operations Specialist dedicated to client satisfaction and operational efficiency. Help us support a diverse base of investors effectively.

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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Client-Focused Investment Operations Specialist has been posted in the Burnaby Accounting, Financing & Banking category on Locanto.

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