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 creative 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 effective operations Requirements: • Solid 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 Apply on Kit Job: kitjob.ca/job/2p30s2
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Client Focused Investment Operations Specialist Burnaby has been posted in the Burnaby Accounting, Financing & Banking category on Locanto.

If you’re looking for something similar, check out Investment Analyst, Vancouver, Account Administrator, Commercial Insurance (Venture Division), Vancouver or Marketing & Investor Relations Assistant / Associate in Vancouver, also posted in Accounting, Financing & Banking. In total, we have 10 ads in Accounting, Financing & Banking in Burnaby on Locanto classifieds.

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