Client Operations Specialist
- Vancouver, BC, Canada
Full-time
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Job details
- Job type
- Full-time
- Apply by
- Experience
- Alternatively, 1–3 years of professional experience, including relevant placements.
- Posting language
- English
- Posted
Original job description
Client Operations Specialist
Location: Vancouver, BC
About the Opportunity
We're recruiting for a Client Operations Specialist to join an established organisation within the investment industry. This is an excellent opportunity for someone looking to build a career in financial services, offering exposure to client relationships, investment operations, and financial transactions. You'll collaborate with different teams across the business, develop valuable industry knowledge, and have opportunities to take on additional responsibilities as you grow.
Recent graduates with solid internship or co-op experience are encouraged to apply, alongside early-career professionals looking to take the next step.
Key Responsibilities
- Support client enquiries, onboarding, and account openings.
- Maintain accurate client records and manage account information.
- Assist with transaction processing, reconciliations, and client verification procedures.
- Work collaboratively with internal teams to deliver a high standard of client service.
- Contribute to process improvements and projects that enhance operational efficiency.
- Build strong relationships with internal and external stakeholders.
About You
- An undergraduate degree with a strong academic record.
- Recent graduates with relevant internship or co-op experience are welcome to apply.
- Alternatively, 1–3 years of professional experience, including relevant placements.
- Strong communication, analytical, and problem-solving skills.
- Excellent attention to detail and organisational abilities.
- A proactive attitude, willingness to learn, and ability to work collaboratively.
- Previous experience in the Investment and Financial Services industry is an asset.
What's on Offer?
- Competitive salary plus a discretionary bonus.
- Exposure to different areas of the investment industry.
- Opportunities for professional development and career progression.
- A collaborative environment that encourages initiative, learning, and new ideas.
- The opportunity to build a long-term career in a growing industry.
More about this job
Responsibilities
Support client enquiries, onboarding, account openings, record maintenance, transaction processing, reconciliations, and client verification. Collaborate with internal teams and stakeholders to provide strong client service and improve operational processes.
Requirements
An undergraduate degree with a strong academic record is sought, with relevant internship or co-op experience welcomed for recent graduates; alternatively, candidates may have 1–3 years of professional experience. Applicants should demonstrate strong communication, analytical, problem-solving, organizational, and attention-to-detail skills, along with initiative and a willingness to learn.
Skills
- Client Service
- Client Onboarding
- Account Opening
- Client Record Management
- Investment Operations
- Transaction Processing
- Reconciliations
- Client Verification
- Communication
- Analytical Skills
- Problem-Solving
- Attention to Detail
- Organization
- Process Improvement
- Teamwork
Benefits
- Discretionary Bonus
- Professional Development
- Career Progression
Visa sponsorship
Not detected in the job text
Categories
- Finance & Accounting
- Customer Service & Support
- Administrative
Keywords
- Client Operations
- Financial Services
- Investment Industry
- Client Relationships
- Investment Operations
- Client Enquiries
- Client Onboarding
- Account Opening
- Client Records
- Account Information
- Transaction Processing
- Reconciliations
- Client Verification
- Client Service
- Process Improvement
- Operational Efficiency
- Stakeholder Relationships
- Internship
- Co-op Experience
- Professional Development