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