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. #J-18808-Ljbffr

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