Join CI Financial as a Private Client Operations Specialist and provide top-tier support for high-net-worth clients. This role emphasizes accuracy and collaboration in a supportive workplace.

In your role within the CIIS Reconciliation team, you will oversee financial and non-financial transaction reconciliations. This in-office position requires you to engage with custodians and investment counselors, ensuring efficient problem resolution and maintaining high-quality service standards. Your analytical skills will play a vital role in identifying inefficiencies and enhancing processes.

Key Responsibilities:



• Ensure integrity in daily financial/non-financial account reconciliations • Address client inquiries with prompt and professional service • Investigate and resolve account discrepancies with accuracy • Maintain adherence to compliance procedures and best practices • Support the team in quality controls and other projects

Requirements: • Degree in Business or related discipline • Prior experience in a financial services role preferred • Understanding of mutual funds and securities is advantageous • Robust analytical problem-solving capabilities • Adept with MS Office tools, especially Excel

Enhance your career in a supportive environment with CI Financial, dedicated to growing and empowering its employees. #J-18808-Ljbffr

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