Client Operations Specialist - Investment Firm, Burnaby
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Burnaby, Canada
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Last edited: less than a week ago
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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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Company nameTEEMA
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Job positionClient Operations Specialist - Investment Firm
Client Operations Specialist - Investment Firm has been posted in the Burnaby Accounting, Financing & Banking category on Locanto.
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