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
- Solid 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.

📌 Private Client Operations Specialist at CI (Toronto)
🏢 CI Financial
📍 Toronto