CI Financial is looking for an Operations Specialist focused on private client services. This role demands precision and customer engagement while reconciling financial transactions securely.

As a Private Client Operations Specialist at CI, you will support the CIIS Reconciliation team in managing financial and non-financial transactions. This in-office position offers the chance to work directly with custodians and investment counselors, ensuring seamless account management for high-net-worth clientele. Your role will also involve identifying workflow improvements in addition to handling escalated issues.

Key Responsibilities:
• Execute daily reconciliation of account and cash values
• Collaborate with stakeholders to resolve transaction discrepancies
• Maintain compliance with business and operational procedures




• Facilitate prompt service to financial advisors and client service teams
• Participate in special projects and quality assurance initiatives

Requirements:
• Post-secondary credential in Business or related area
• Experience in financial services considered beneficial
• Familiarity with mutual funds and securities operations
• Exceptional attention to detail and accuracy
• Solid data entry and analytical skills

Join CI Financial to focus on delivering exceptional client service and enhancing transaction integrity for private accounts.
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📌 Operations Specialist for Private Clients (Ontario)
🏢 CI Financial
📍 Ontario