Canada

Client Operations Specialist - Investment Firm, Burnaby

Client Operations Specialist - Investment Firm, Burnaby
Description
Enhance your career as a Client Operations Specialist with a top investment firm located in Burnaby, British Columbia. This role emphasizes exceptional client service and operational leadership within a global context.

In this position, you'll engage clients globally while managing their onboarding processes and maintaining detailed records. Your role will include executing KYC protocols and validating transactions, reflecting your analytical and critical thinking skills. You'll collaborate across various teams to develop innovative solutions and elevate service excellence.

Key Responsibilities:• Proactively manage client communication and onboarding • Execute KYC processes and handle reconciliations • Validate and manage fund transaction data • Collaborate with global fund operations teams • Lead impactful projects for operational solutions

Requirements:• Bachelor's degree showcasing strong academic performance • 1-3 years of professional or internship experience • Strong analytical and communication skills • Self-motivated mindset with high integrity • Interest in investment services is a plus

Bring your expertise in client operations to a dynamic investment environment, ensuring lasting client relationships. #J-18808-Ljbffr
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Client Operations Specialist - Investment Firm has been posted in the Burnaby Accounting, Financing & Banking category on Locanto.

Why not check out other ads in this category, such as Account Administrator, Commercial Insurance (Venture Division), Vancouver, Marketing & Investor Relations Assistant / Associate, Vancouver or Manager, Financing Solutions (Hybrid) in Vancouver. Currently, there are 10 ads posted in the Accounting, Financing & Banking category in Burnaby.

Interested in more? Widen your search to view ads in nearby areas of Burnaby. This includes Accounting, Financing & Banking in Port Coquitlam, Coquitlam and New Westminster. There are more ads within a 15 km radius for this category. If you want to view those ads, click here.