Our client is a premier global investment firm with offices around the world. They are seeking a highly motivated Client Operations Specialist to join their team in Vancouver, BC. This firm is defined by a culture that values intellectual curiosity, individual autonomy, and a "think differently" approach. This role is ideal for a professional who thrives in an agile environment and is committed to providing world-class service to a global base of institutional and retail investors.

What you will be doing:

- Client Engagement: Proactively communicate with global stakeholders, manage onboarding processes, facilitate account openings, and maintain accurate client activity records.
- Transfer Agency Operations: Execute core processes including Know Your Client (KYC) protocols, transaction processing, and client money reconciliations.
- Transaction Lifecycle Management: Take ownership of the fund transaction cycle, which includes the validation of sensitive data and verification of client trades.
- Global Collaboration: Work closely with international fund operations teams and various internal business units to ensure seamless information flow.
- Project & Innovation: Lead projects to develop innovative operational solutions and pragmatic improvements in collaboration with dedicated technology teams.
- Service Excellence:



Aim to leave a lasting positive impression on clients to support long-term retention and trust.

What you must have:

- Education: An undergraduate degree with a proven record of academic success.
- Experience: 1–3 years of professional experience showing clear progression; this may include high-level internships or placements.
- Analytical Skills: Strong investigative and critical thinking abilities to solve complex problems independently.
- Communication: Exceptional oral and written skills, with the ability to articulate information clearly and empathetically.
- Personal Attributes: A self-starter with high integrity, a high level of accuracy, and the ability to manage multiple deliverables under tight deadlines.
- Industry Interest: While prior financial services experience is not mandatory, a keen interest in the investment industry is considered a solid asset.

Salary/Rate Range: $60,000 – $70,000 per year

Other Information:

- Additional Compensation: The total compensation package also includes a discretionary bonus.
- Growth & Culture: A workplace that supports continuous learning—including conferences, external training, and global office visits—and emphasizes philanthropic opportunities.

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📌 Client Operations Specialist (Burnaby)
🏢 TEEMA
📍 Burnaby