Client Operations Specialist - Investment Firm
Location
burnaby, metro vancouver regional district
Job Type
Full-time
Category
Other-General
Posted
June 05, 2026
Enhance your career as a Client Operations Specialist with a top investment firm located in Burnaby, British Columbia. This role emphasizes exceptional client service and operational leadership within a global context.
In this position, you'll engage clients globally while managing their onboarding processes and maintaining detailed records. Your role will include executing KYC protocols and validating transactions, reflecting your analytical and critical thinking skills. You'll collaborate across various teams to develop innovative solutions and elevate service excellence.
Key Responsibilities:
• Proactively manage client communication and onboarding
• Execute KYC processes and handle reconciliations
• Validate and manage fund transaction data
• Collaborate with global fund operations teams
• Lead impactful projects for operational solutions
Requirements:
• Bachelor's degree showcasing strong academic performance
• 1-3 years of professional or internship ...
In this position, you'll engage clients globally while managing their onboarding processes and maintaining detailed records. Your role will include executing KYC protocols and validating transactions, reflecting your analytical and critical thinking skills. You'll collaborate across various teams to develop innovative solutions and elevate service excellence.
Key Responsibilities:
• Proactively manage client communication and onboarding
• Execute KYC processes and handle reconciliations
• Validate and manage fund transaction data
• Collaborate with global fund operations teams
• Lead impactful projects for operational solutions
Requirements:
• Bachelor's degree showcasing strong academic performance
• 1-3 years of professional or internship ...