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 productive 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
- Strong 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.

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