Talent.com
TEEMA
Client Operations SpecialistTEEMA • Burnaby, British Columbia
Client Operations Specialist

Client Operations Specialist

TEEMA • Burnaby, British Columbia
22 hours ago
Salary
CA$60,000.00 yearly
Job type
  • Permanent
Job description


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.


Create a job alert for this search

Client Operations Specialist • Burnaby, British Columbia

Similar jobs

Sales Operations Specialist - Hybrid & Process Excellence

Meridian OneCap Credit Corp.Burnaby, Metro Vancouver Regional District, CA
Full-time

A financial services provider is seeking a Sales Operations Specialist in Burnaby, Canada, responsible for managing transaction processes from credit applications to funding.This hybrid role involv... Show more

 • Promoted

Strategic Enterprise Client Partner

Teifi Digital, Teifi Holding Inc.Vancouver
Full-time

A leading Shopify consultancy in Metro Vancouver is seeking a senior Client Partner to enhance high-value client relationships and drive revenue growth.The role involves owning sales quotas, leadin... Show more

 • Promoted

Live Operations Specialist (Contract)

KabamVancouver
Full-time

At Kabam, we’re constantly raising the bar of excellence in free-to-play gaming.We hire for passion and diversity so that we can triumph in our collective skill.Our teams are made up of a fusion of... Show more

 • Promoted

Maritime Support & Operations Specialist

SevenCs GmbHVancouver, Metro Vancouver Regional District, Canada
Full-time

Deliver exceptional customer support to shipping companies, vessel operators, and maritime clients across the Americas.Create and manage accounts for new vessels, including administration, registra... Show more

 • Promoted

Strategic Operations Coordinator for Enterprise Accounts

CDW CanadaVancouver
Full-time

A prominent technology firm in Vancouver is seeking an Operations Coordinator to ensure operational excellence and client satisfaction.This strategic role focuses on managing workflows, facilitatin... Show more

 • Promoted

Remote Capital Market Specialist ($100/hr) - delta

Turingdelta, bc, ca
Remote
Full-time

Based in San Francisco, California, Turing is the world’s leading research accelerator for frontier AI labs and a trusted partner for global enterprises deploying advanced AI systems.Turing support... Show more

 • Promoted

Associate – Operations

BeedieVancouver, Metro Vancouver Regional District, CA
Full-time

Beedie Capital is a multi-strategy direct investment platform that manages the alternative investments and assets for Beedie, one of the most established private enterprises in Western Canada.We co... Show more

 • Promoted

Airside Operations Specialist Committed to Exceptional Guest Service

Signature AviationRichmond, Metro Vancouver Regional District, CA
Full-time

Elevate guest experiences as a dedicated Airside Operations Specialist in an upscale aviation terminal.Combine practical hospitality skills with hands-on operational tasks to ensure seamless servic... Show more

 • Promoted

Client Services Analyst

Aquanowsurrey, bc, ca
Full-time +1

Aquanow is a trading and technology company powering the next generation of financial services.We’re at the forefront of the rapidly evolving digital asset space, empowering businesses to navigate ... Show more

 • Promoted

Technical Operations Specialist

Interactive BrokersVancouver
Full-time

Strong communication skills, and must be fluent in English.A Bachelor's in a financial or a technical discipline.A working knowledge of general computing and networking concepts.Experience working ... Show more

 • Promoted

Client Solutions Analyst

FactualIQVancouver, British Columbia, Canada
Full-time

FactualIQ builds next-generation Decision Engine workflows that integrate machine learning, agentic automation, and advanced reasoning tools into enterprise products that empower organizations to m... Show more

 • Promoted

Sales Operations Specialist (Hubspot)

SourceDirect TalentVancouver, Metro Vancouver Regional District, CA
Full-time

Our Client is seeking a results-oriented Sales Operations Specialist in the Greater Vancouver Area to support the relationships with their sales team and their customers through accountability, KPI... Show more

 • Promoted

Business Operations Lead

QuandriVancouver, Metro Vancouver Regional District, CA
Full-time

Our mission at Quandri is to transform insurance into a trusted and delightful experience using AI.We're doing this by delivering an AI operating system for North America's leading insurance agenci... Show more

 • Promoted

Business Continuity Specialist

Randstad CanadaVancouver, Metro Vancouver Regional District, CA
Temporary

Are you looking for a challenging role where you will have the opportunity to have a huge impact on an industry leader? Do you have outstanding relationships, a creative streak, and strong attentio... Show more

 • Promoted

Client Partner

Teifi DigitalVancouver
Full-time

Own a formal sales quota, responsible for hitting defined revenue targets and pipeline goals.Lead annual and quarterly account planning sessions to identify white-space opportunities and strategic ... Show more

 • Promoted

Strategic Client Services Lead (Hybrid)

DeptVancouver, Metro Vancouver Regional District, CA
Full-time

Please note, this is not a live role.If you would like to be considered for any future Account Management/Client Services positions at DEPT, please submit an application and we will be in touch whe... Show more

 • Promoted

Senior Director, Client Services

dentsuVancouver, British Columbia, Canada
Full-time +1

The Senior Director, Client Services will provide strategic oversight and drive revenue growth on enterprise accounts, including those supported by a group of dentsu agency partners.The purpose of ... Show more

 • Promoted

Senior Contract Specialist (Operations)

Woodfibre Management LtdSquamish, Canada
Full-time

ProjectThe Woodfibre LNG Project is located approximately 7 km west-southwest of Squamish, British Columbia.It involves the construction and operation of a liquefied natural gas (LNG) export facili... Show more

 • Promoted

Accounting & Operations Specialist — Flexible Hours & Growth

TPD® Workforce SolutionsVancouver, Metro Vancouver Regional District, CA
Full-time

A leading workforce solutions provider is seeking an Accounting and Operations Specialist in Vancouver.This full-time role involves accounting, administrative, and operational tasks.The ideal candi... Show more

 • Promoted

Client Services (Talent Pool)

DEPT®Vancouver
Full-time

Please note, this is not a live role.If you would like to be considered for any future Account Management/Client Services positions at DEPT, please submit an application and we will be in touch whe... Show more