At a Glance
- Tasks: Support client inquiries and manage account information while collaborating with teams.
- Company: Established organisation in the investment industry with a focus on growth.
- Benefits: Competitive salary, bonus opportunities, and professional development.
- Other info: Dynamic environment encouraging initiative and collaboration.
- Why this job: Build a long-term career in financial services with valuable industry exposure.
- Qualifications: Undergraduate degree or relevant experience; strong communication and analytical skills.
The predicted salary is between 64800 - 79200 $ per year.
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.
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Client Operations Specialist in Vancouver employer: Morgan McKinley
Join a leading global investment company in Halifax as a Fund Administration Manager, where you will thrive in a dynamic work culture that prioritizes employee growth and development. Enjoy competitive salaries, RRSP matching, and comprehensive healthcare benefits, all while benefiting from a flexible hybrid working model that supports your work-life balance. This role not only offers the chance to lead a talented team but also to contribute to innovative process improvements in a supportive environment.
