Elevate your career as a Private Client Operations Specialist with CI Financial, focusing on high-net-worth clientele. This in-office role ensures accuracy and exceptional service for clients and partners alike.

Join the CIIS Reconciliation team as a Private Client Operations Specialist, where you'll deliver prompt service and reconciliation support on transactions for private client accounts. You will reconcile cash and assets, resolve discrepancies, and identify efficiency improvements in a cooperative environment. Enjoy the opportunity to participate in enhancement projects while supporting your teammates.

Key Responsibilities:
• Reconcile financial and non-financial transactions daily
• Set up securities and accounts in internal systems




• Investigate and resolve account discrepancies promptly
• Analyze trends and provide effective solutions
• Assist with compliance procedures on incoming requests

Requirements:
• Post-secondary education in Business or related field
• Experience in financial services administration
• Knowledge of mutual funds and securities operations
• Strong analytical and problem-solving skills
• Proficient in MS Office, especially Excel

Bring your attention to detail and customer service orientation to ensure the success of CI Financial's client operations.
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📌 Client Operations Specialist at CI Financial (New Brunswick)
🏢 CI Investments
📍 New Brunswick