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Client Operations Specialist - Investment Firm

TEEMA
Location 📍 burnaby, Canada
Posted 📅 June 03, 2026
Work Type ⏰ Full-time

Position Overview

Enhance your career as a Client Operations Specialist with a top investment firm located in Burnaby, British Columbia. This role emphasizes exceptional client service and operational leadership within a global context.

In this position, you'll engage clients globally while managing their onboarding processes and maintaining detailed records. Your role will include executing KYC protocols and validating transactions, reflecting your analytical and critical thinking skills. You'll collaborate across various teams to develop innovative solutions and elevate service excellence.

Key Responsibilities:
• Proactively manage client communication and onboarding
• Execute KYC processes and handle reconciliations
• Validate and manage fund transaction data
• Collaborate with global fund operations teams
• Lead impactful projects for operational solutions

Requirements:
• Bachelor's degree showcasing strong academic performan...

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Job Details

Employment Type
Full-time
📊
Category
Management & Operations
🏠
Work Arrangement
On-site
📍
Location
burnaby, Canada