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. #J-18808-Ljbffr

📌 Private Client Operations Expert (Winnipeg)
🏢 CI Investments
📍 Winnipeg