Client Operations Specialist

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, and client money reconciliations. Transaction Lifecycle Management: Take ownership of the fund transaction cycle, which includes the validation of sensitive data and verification of client trades. Global Collaboration: Work closely with international fund operations teams and various internal business units to ensure seamless information flow. Project & Innovation: Lead projects to develop innovative operational solutions and pragmatic improvements in collaboration with dedicated technology teams. Service Excellence: Aim to leave a lasting positive impression on clients to support long-term retention and trust. What you must have: Education: An undergraduate degree with a proven record of academic success. Experience: 1–3 years of professional experience showing clear progression; this may include high-level internships or placements. Analytical Skills: Strong investigative and critical thinking abilities to solve complex problems independently. Communication: Exceptional oral and written skills, with the ability to articulate information clearly and empathetically. Personal Attributes: A self-starter with high integrity, a high level of accuracy, and the ability to manage multiple deliverables under tight deadlines. Industry Interest: While prior financial services experience is not mandatory, a keen interest in the investment industry is considered a strong asset. Salary/Rate Range: $60,000 – $70,000 per year Other Information: Additional Compensation: The total compensation package also includes a discretionary bonus. Growth & Culture: A workplace that supports continuous learning—including conferences, external training, and global office visits—and emphasizes philanthropic opportunities.

The role involves managing client engagement through onboarding and account maintenance while executing transfer agency operations like KYC and transaction processing. Additionally, the specialist will manage the fund transaction lifecycle and lead projects to develop innovative operational solutions.

Candidates must hold an undergraduate degree and possess 1–3 years of professional experience with a proven track record of progression. Strong analytical, communication, and organizational skills are required, along with a keen interest in the investment industry.

• Discretionary bonus • Continuous learning • Conferences • External training • Global office visits • Philanthropic opportunities

• Project managementPreferred

Identified from the job description. Confirm important requirements above.

• Client Engagement
• Onboarding
• Know Your Client (KYC)
• Transaction Processing
• Money Reconciliation
• Data Validation
• Project Management
• Analytical Skills
• Critical Thinking
• Communication
• Problem Solving
• Stakeholder Management
• Financial Services
• Investment Industry

• Finance & Accounting
• Customer Service & Support

Minimum education

Bachelor’s degree

Minimum experience

2+ years

Apply by

Aug 20, 2026

Posting language

English

Working hours

40 hours per week

Seniority

Associate

Application method

Direct apply is available