Client Operations Specialist

Out client is seeking a highly motivated Client Operations Specialist to join our growing team in Burnaby, BC. This role sits at the heart of our client experience, supporting a global base of institutional and retail investors. The mission is to deliver distinctive, world-class service that leaves a lasting positive impression and builds long-term client relationships.

• Serve as a primary point of contact for clients and stakeholders, providing timely, accurate, and thoughtful communication.
• Support client onboarding processes, including facilitating account openings and maintaining up-to-date client records.
• Execute core operational processes related to transfer agency functions, including KYC, transaction processing, and client money reconciliations.
• Verify client transactions and validate sensitive client information with a high degree of accuracy.
• Collaborate closely with global Fund Operations teams and other business units to ensure seamless information flow.
• Identify opportunities for operational improvements and partner with technology teams to implement innovative solutions.
• Build and maintain strong relationships with both internal teams and external stakeholders.

• Undergraduate degree with a strong record of academic achievement.
• 1–3 years of professional experience (including internships or co‑op placements) demonstrating growth and success.
• Excellent written and verbal communication skills with the ability to engage clients clearly and empathetically.
• Strong analytical thinking and problem‑solving abilities.
• High attention to detail and accuracy in all aspects of work.
• Ability to manage multiple priorities effectively in a fast‑paced environment.
• Strong interpersonal skills and a collaborative mindset.
• High level of integrity and ability to handle confidential information responsibly.
• Self‑starter mentality with a proactive approach to challenges.

• Be part of a client‑focused organization that prioritizes long‑term relationships and service excellence.
• Work alongside collaborative, high‑performing teams across global operations.
• Gain exposure to key functions within the investment and financial services industry.
• Opportunities to contribute ideas and drive meaningful operational improvements.
• Supportive environment that values continuous learning and professional growth.

This role is ideal for someone who is curious, detail‑oriented, and thrives in a dynamic environment. Individuals who take initiative, enjoy solving problems, and are motivated by delivering exceptional client experiences will stand out. Those who are comfortable navigating ambiguity, building relationships, and continuously improving processes will find strong success here.

Salary Range: $60,000 – $70,000 (depending on experience)

• Paid vacation
• RRSP program
• Opportunities for career development and progression