Support global investors from Burnaby as a Client Operations Specialist, using clear communication and accurate transaction processing daily.
At Orbis, this specialist supports institutional and retail clients through onboarding, account openings, fund information, and database updates. The position handles transfer agency processes, including KYC, reconciliations, and transaction processing. It also contributes to transaction-cycle controls and team-oriented projects with technology teams.
Key Responsibilities:
- Communicate proactively with clients and stakeholders
- Support Orbis Funds onboarding and account openings
- Process KYC, reconciliations, and client transactions
- Verify transactions and validate sensitive client information
- Manage improvement projects with technology teams
Requirements:
- Excellent written and oral communication skills
- Strong analytical, investigative, and critical-thinking abilities
- Accuracy, attention to detail, and personal integrity
- Undergraduate degree with academic achievement
- One to three years of professional experience
Bring client communication, analytical thinking, and transaction accuracy to Orbis Fund Operations in Burnaby, British Columbia.
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📌 Client Operations Specialist Burnaby (Vancouver)
🏢 Orbis Investments
📍 Vancouver
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