Client Operations Specialist

Morgan McKinley; Vancouver; On-site; CAD 55,000 - 85,000; Full time

Benefits offered by this job

Competitive salary

Discretionary bonus

Job summary

Morgan McKinley is recruiting a Client Operations Specialist in Vancouver to support client enquiries, onboarding, and account openings while maintaining precise client records and handling transaction processing and verifications. The role offers exposure to investment operations, collaboration with internal teams, and opportunities to contribute to process improvements.

The ideal candidate may be a recent graduate with internship or co-op experience or an early-career professional with 1–3

Qualifications

• An undergraduate degree with a strong academic record.
• Recent graduates with relevant internship or co-op experience are welcome.
• Alternatively, 1–3 years of professional experience, including relevant placements.
• Strong communication, analytical, and problem-solving skills.
• Excellent attention to detail and organisational abilities.
• Proactive attitude, willingness to learn, and ability to work collaboratively.
• Previous experience in the Investment and Financial Services industry is an asset.

Responsibilities

• Support client enquiries, onboarding, and account openings.
• Maintain accurate client records and manage account information.
• Assist with transaction processing, reconciliations, and client verification procedures.
• Work collaboratively with internal teams to deliver a high standard of client service.
• Contribute to process improvements and projects that enhance operational efficiency.
• Build strong relationships with internal and external stakeholders.

Skills

Communication

Analytical thinking

Problem solving

Attention to detail

Organisational skills

Proactive attitude

Willingness to learn

Collaboration

Education

Undergraduate degree

Job description

We're recruiting for a Client Operations Specialist to join an established organisation within the investment industry. This is an excellent opportunity for someone looking to build a career in financial services, offering exposure to client relationships, investment operations, and financial transactions. You'll collaborate with different teams across the business, develop valuable industry knowledge, and have opportunities to take on additional responsibilities as you grow.

Recent graduates with solid internship or co-op experience are encouraged to apply, alongside early-career professionals looking to take the next step.

Key Responsibilities

• Support client enquiries, onboarding, and account openings.
• Maintain accurate client records and manage account information.
• Assist with transaction processing, reconciliations, and client verification procedures.
• Work collaboratively with internal teams to deliver a high standard of client service.
• Contribute to process improvements and projects that enhance operational efficiency.
• Build strong relationships with internal and external stakeholders.

About You

• An undergraduate degree with a strong academic record.
• Recent graduates with relevant internship or co-op experience are welcome to apply.
• Alternatively, 1–3 years of professional experience, including relevant placements.
• Strong communication, analytical, and problem-solving skills.
• Excellent attention to detail and organisational abilities.
• A proactive attitude, willingness to learn, and ability to work collaboratively.
• Previous experience in the Investment and Financial Services industry is an asset.

What's on Offer?

• Competitive salary plus a discretionary bonus.
• Exposure to different areas of the investment industry.
• Opportunities for professional development and career progression.
• A collaborative environment that encourages initiative, learning, and new ideas.
• The opportunity to build a long-term career in a growing industry.