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.

What You’ll Be Doing

• 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 Operatio...