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Client Operations Specialist

TEEMA

Burnaby, British Columbia, Canada Direct Hire July 09, 2026

Found Description


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 ...

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