Operations Specialist in Private Client Service

Become a Private Client Operations Specialist at CI Financial, where delivering exceptional service is key. This in-office role focuses on ensuring transaction accuracy for high-net-worth clients.

As part of the CIIS Reconciliation team, you'll be instrumental in reconciling daily transactions and providing high-quality service. You will work collaboratively with custodians and financial advisors, identify workflow inefficiencies, and contribute to project enhancements. Your analytical skills will drive successful resolution of discrepancies and improve client satisfaction.

Key Responsibilities:

• Ensure accurate daily reconciliation of accounts

• Collaborate with partners on transaction accuracy

• Resolve discrepancies quickly and professionally

• Identify trends and propose actionable solutions

• Uphold compliance with internal procedures

Requirements:

• Post-secondary education in Business or related field

• Experience in service or administrative roles in finance

• Knowledge of mutual fund and securities topics

• Strong problem-solving and data entry skills

• Proficiency in Microsoft Excel and Office Suite

Your meticulous attention to detail and commitment to client service will contribute to the success at CI Financial.