What you will be doing:
Client Engagement: Proactively communicate with global stakeholders, manage onboarding processes, facilitate account openings, and maintain accurate client activity records.
Transfer Agency Operations: Execute core processes including Know Your Client (KYC) protocols, transaction processing, and client money reconciliations.
Transaction Lifecycle Management: Take ownership of the fund transaction cycle, which includes the validation of sensitive data and verification of client trades.
Global Collaboration: Work closely with international fund operations teams and various internal business units to ensure seamless information flow.
Project & Innovation: Lead projects to develop innovative operational solutions and pragmatic improvements in collaboration with dedicated technology teams.
Service Excellence: Aim to leave a lasting positive impression on clients to support long-term retention and trust.
What you must have:
Education: An undergraduate degree with a proven record of academic success.
Experience: 1–3 years of professional experience showing clear progression; this may include high-level internships or placements.
Analytical Skills: Strong investigative and critical thinking abilities to solve complex problems independently.
Communication: Exceptional oral and written skills, with the ability to articulate information clearly and empathetically.
Personal Attributes: A self-starter with high integrity, a high level of accuracy, and the ability to manage multiple deliverables under tight deadlines.
Industry Interest: While prior financial services experience is not mandatory, a keen interest in the investment industry is considered a strong asset.
Salary/Rate Range: $60,000 – $80,000 per year
Other Information:
Additional Compensation: The total compensation package also includes a discretionary bonus.
Growth & Culture: A workplace that supports continuous learning—including conferences, external training, and global office visits—and emphasizes philanthropic opportunities.
Thank you for your interest in this opportunity. If you are selected to move forward in the process, we will contact you directly. If you do not hear from us, we encourage you to continue visiting our website for other roles that may be a good fit.
Client Operations Specialist • Burnaby, British Columbia
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