Elevate your career as a Private Client Operations Specialist with CI Financial. This in-office role focuses on reconciliation support, exceptional service, and analytical problem-solving for high-net-worth clients.
CI Financial is seeking a dedicated Private Client Operations Specialist to enhance its CIIS Reconciliation team. In this key position, you will manage financial and non-financial transactions for private client accounts, ensuring accuracy and responsiveness in your service. Your expertise will help you address discrepancies and improve workflows.
Key Responsibilities:
• Reconcile account and asset values daily with custodial records
• Provide timely and accurate service to financial advisors and custodians
• Analyze and resolve discrepancies with utmost precision




• Investigate account issues and implement effective solutions
• Support team efforts in quality control and special projects
Requirements:
• Post-secondary education in Business or related field
• Experience in financial services administration is an asset
• Knowledge of mutual funds and securities preferred
• Robust analytical and problem-solving skills
• Proficiency in MS Office applications
Drive excellence in client operations at CI Financial and make a meaningful impact in high-net-worth segments.
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📌 Private Client Operations Specialist at CI (Toronto)
🏢 CI Financial
📍 Toronto