Join CI Financial as a Private Client Operations Specialist, providing high-quality support in a team-oriented, in-office environment. Your expertise will enhance the experience of our esteemed high-net-worth clients.

This role involves engaging with internal and external partners, providing reconciliation support, and ensuring transactions are accurately processed for our private client accounts. As a specialist in financial services, you'll tackle issues proactively, ensuring effective resolutions and maintaining stringent compliance procedures. Take pride in delivering solutions that matter.

Key Responsibilities:
• Reconcile cash and asset values daily
• Handle client account-related inquiries meticulously




• Investigate and address discrepancies for timely resolution
• Participate in quality control and improvement efforts
• Support team with various desk projects as needed

Requirements:
• Education in Business or similar discipline
• Background in financial services sector
• Familiarity with securities and investments
• Excellent analytical skills and attention to detail
• Competency in MS Office applications

Your dedication and problem-solving abilities will elevate client relations at CI Financial.
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📌 Private Client Operations Expert (New Brunswick)
🏢 CI Investments
📍 New Brunswick