Elevate your career as a Client Operations Specialist in Vancouver with a leading global investment firm. Embrace agility in a role designed for proactive client engagement.
You will interact with institutional and retail investors, facilitating comprehensive account management and ensuring accuracy in client activity records. Your responsibilities will involve monitoring the transaction lifecycle and leading operational projects for innovative improvements. Collaborating closely with global teams will ensure seamless service delivery.
Key Responsibilities:
• Manage account openings and ongoing client relationships
• Execute KYC and transaction processing tasks
• Validate sensitive data in fund transactions
• Collaborate with international fund operations
• Develop innovative solutions in conjunction with tech teams
Requirements:
• Bachelor’s degree with strong academic background
• 1–3 years of relevant qualified experience
• Exceptional communication and interpersonal skills
• Strong problem-solving and analytical abilities
• Interest in the investment industry is a plus
Deliver world-class service and contribute to a culture of excellence in Vancouver.
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📌 Vancouver Operations Specialist Role (Burnaby)
🏢 TEEMA
📍 Burnaby