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 • Robust data entry and analytical skills

Join CI Financial to focus on delivering exceptional client service and enhancing transaction integrity for private accounts. #J-18808-Ljbffr

📌 Operations Specialist for Private Clients (Winnipeg)
🏢 CI Financial
📍 Winnipeg