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motion recruitment is partnering with a Wealth Management team to hire a Service Associate, Operations in Toronto. The role focuses on reconciliation accuracy for high net worth client accounts, ensuring data integrity and regulatory compliance.
You will work with cross-functional teams to drive process improvements and maintain robust documentation. The ideal candidate has 1+ years in operations or banking, experience with AI-enabled data processing, and strong communication and analytical
As a Service Associate, Operations, you will play a crucial role in ensuring the accuracy and completeness of reconciliation and reporting processes for high net worth and ultra-high net worth client accounts. Your attention to detail and analytical skills will be essential in identifying discrepancies, managing risk, and recommending process improvements. You will develop and apply in-depth knowledge of account reconciliation standards and regulatory requirements to verify and validate client account data and transactions. This will involve conducting thorough reviews of account information, identifying potential gaps or areas of non-compliance, and taking corrective action to ensure adherence to operational and regulatory standards. Additionally, you will collaborate with various operational teams and business partners to implement process enhancements that drive efficiency, accuracy, and compliance.
We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual
Active Learning, Communication, Critical Thinking, Customer Service, Operational Delivery, Process Improvements, Time Management
180 WELLINGTON ST W:TORONTO
Toronto
Canada
37.5
Full time
WEALTH MANAGEMENT
Regular
2026-10-01
2026-10-15 Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above