Client Operations Specialist
T
TEEMA
📍 burnaby, metro vancouver regional district, Canada
Job Description
Job Title: Client Operations Specialist
Job ID: 87639
Location: Burnaby, British Columbia
Overview
Our client is a premier global investment firm with offices around the world. They are seeking a highly motivated Client Operations Specialist to join their team in Vancouver, BC. This firm is defined by a culture that values intellectual curiosity, individual autonomy, and a “think differently” approach. This role is ideal for a professional who thrives in an agile environment and is committed to providing world‑class service to a global base of institutional and retail investors.
What you will be doing
- Client Engagement: Proactively communicate with global stakeholders, manage onboarding processes, facilitate account openings, and maintain accurate client activity records.
- Transfer Agency Operations: Execute core processes including Know Your Client (KYC) protocols, transaction processing, ...