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Added 49 mins ago
LC
Beauty Specialist, Hourly Part Time Day
Loblaw Companies Limited
Cobourg, ON
- Part-time
Added 49 mins ago
LC
Beauty Specialist, Hourly Part Time Flexible Shifts
Loblaw Companies Limited
Cobourg, ON
- Part-time
Added 49 mins ago
AE
Specialist, Regional Engagement
Alberta Energy Regulator
AB · Edmonton Regional Office
- Full-time
As an Engagement Specialist, you'll take proactive steps to enhance awareness of the Alberta Energy Regulator (AER) initiatives through outreach efforts, relationship nurturing, and…
Added 1 hour ago
LC
Beauty Specialist, Hourly Part Time Flexible Shifts
Loblaw Companies Limited
London, ON
- Part-time
Added 1 hour ago
CO
Temporary Solutions Integration Specialist (up to 8 months)
City of Saint John
Saint John, NB
- Temporary
Added 1 hour ago
V
Customer Service Advisor
VMCH
Mulgrave, NS
- Full-time
Across aged care, care at home, disability services, retirement living, specialist education and affordable housing, our role is to help people make their own choices, remain in control of…
Added 1 hour ago
V
Senior Roster Coordinator South and East Region
VMCH
Mulgrave, NS
- Full-time
Across aged care, care at home, disability services, retirement living, specialist education and affordable housing, our role is to help people make their own choices, remain in control of…
Added 1 hour ago
V
Roster Coordinator
VMCH
Mulgrave, NS
- Full-time
Across aged care, care at home, disability services, retirement living, specialist education and affordable housing, our role is to help people make their own choices, remain in control of…
Added 1 hour ago
MS
Onboarding Engagement Project Manager, AVP
Morgan Stanley
Calgary, AB
- Full-time
…requirements and relaying them back to the onboarding technical specialist and/or or software development team where…
Added 1 hour ago
F
Technical Support Specialist- FortiSASE
Fortinet
Burnaby, BC
- Full-time
Added 1 hour ago
HT
Advanced Applications Blow Molding Specialist
Husky Technologies
Bolton, ON
- Full-time
Title: Advanced Applications Blow Molding Specialist
Added 2 hours ago
I
Technology Lifecycle Services Renewals Sales Specialist Intern – Entry Level Sales Program 2027
IBM
Calgary, AB
- $82,875 to $117,000 CAD / year
- Full-time
…challenges. As a Technical Lifecycle Services Renewals Sales Specialist, you will create demand, build trusted client relationships, and connect customers with IBM solutions across AI,…
Added 2 hours ago
I
Technology Lifecycle Services Renewals Sales Specialist Intern – Entry Level Sales Program 2027
IBM
Ottawa, ON
- $82,875 to $117,000 CAD / year
- Full-time
…challenges. As a Technical Lifecycle Services Renewals Sales Specialist, you will create demand, build trusted client relationships, and connect customers with IBM solutions across AI,…
Added 2 hours ago
TD
Paid Media Strategist
Tiller Digital
Calgary, AB
- Full-time
Identify performance or tracking gaps and investigate root causes, partnering with Tiller’s analytics specialist when deeper Google Analytics or Google Tag Manager implementation is required
Added 2 hours ago
BT
Senior Accountant
Baker Tilly Canada
Thompson, MB
- Full-time
…strong relationships. From audit and tax to consulting and specialist advisory services, we help clients navigate complexity and seize opportunity with…
Added 2 hours ago
BT
Manager, Private Enterprise Services
Baker Tilly Canada
Peterborough, ON
- Full-time
…strong relationships. From audit and tax to consulting and specialist advisory services, we help clients navigate complexity and seize opportunity with…
Added 2 hours ago
BT
Accounting Technician, Private Enterprise
Baker Tilly Canada
Dartmouth, NS
- Full-time
…strong relationships. From audit and tax to consulting and specialist advisory services, we help clients navigate complexity and seize opportunity with…
Added 2 hours ago
BT
Senior Accountant - Internal Services
Baker Tilly Canada
Windsor, ON
- Full-time
…strong relationships. From audit and tax to consulting and specialist advisory services, we help clients navigate complexity and seize opportunity with…
Added 2 hours ago
A
Sr. Client Support Specialist
AutoTrader.ca
Toronto, ON · Etobicoke, ON
- Full-time
…inquiries related to marketplace, and AUTOSYNC products. The VIP Specialist will work very closely with other roles within the business. Building strong internal/external relationships and…
Added 2 hours ago
TO
Triage Quality Specialist (PT/OT)
The Ottawa Hospital
Ottawa, ON
- Full-time
The role is part of the Operations Team of the Ontario Workers Network (OWN). The Triage Quality Specialist is a key member of the OWN team that is responsible for ensuring quality…
Added 2 hours ago
UO
Senior Specialist, Academic Administration
University of Ottawa
Ottawa, ON · Roger Guindon Hall
- Full-time
Added 2 hours ago
D
Senior Advisor, Actuarial analysis and statistics
Desjardins
Calgary, AB · Mississauga, ON · Toronto, ON · Levis, QC · Montreal, QC · Quebec, QC
- Full-time
…Interpersonal savvy is therefore essential. You serve as a specialist advisor and subject matter expert, as well as a resource person and coach for decision-making bodies. More…
Added 3 hours ago
Sr. Client Support Specialist
AutoTrader.ca
Toronto, ON
…inquiries related to marketplace, and AUTOSYNC products. The VIP Specialist will work very closely with other roles within the business. Building strong internal/external relationships and…
Added 3 hours ago
Spécialiste du support client bilingue/ Bilingual Client Support Specialist
AutoTrader.ca
Boisbriand, QC
The role of the Customer Support Specialist is to provide customer-focused day-to-day support to specific clients and dealer groups doing business with AutoTrader. This role also serves as…
Added 3 hours ago
A
Spécialiste du support client bilingue/ Bilingual Client Support Specialist
AutoTrader.ca
Boisbriand, QC
- Full-time
The role of the Customer Support Specialist is to provide customer-focused day-to-day support to specific clients and dealer groups doing business with AutoTrader. This role also serves as…

Morgan McKinley

Client Operations Specialist

Vancouver, BC, Canada

Full-time

Apply About employer

Applications open in a new tab.

Job details

Job type: Full-time
Apply by: Nov 22, 2026
Experience: Alternatively, 1–3 years of professional experience, including relevant placements.
Posting language: English
Posted: Oct 23, 2026

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.

Apply About employer

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

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

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