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
• Strong analytical problem-solving capabilities
• Adept with MS Office tools, especially Excel

Enhance your career in a supportive workplace with CI Financial, dedicated to growing and empowering its employees.
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📌 CI Private Client Operations Specialist (Ontario)
🏢 CI Financial
📍 Ontario