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.

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