Our client is a distinguished multinational investment management company, overseeing approximately $40 billion in assets under management across its expansive network of 10 global offices.
They are currently seeking a driven and enthusiastic Investment Operations Associate to bolster their esteemed Client Services team located in Vancouver.
Roles & Responsibilities
1) Proactively communicate with institutional and retail clients and other stakeholders.
- Provide comprehensive information about the funds.
- Participate in client onboarding processes, ensuring compliance with Know-Your-Client / Anti-Money Laundering regulations.
- Maintain accurate client databases and activity records.
2) Cultivate strong relationships and collaborate closely with global client service teams, operations units, and business entities.
Ensure exceptional service delivery to clients.
3) Take ownership of critical responsibilities throughout the transaction cycle of the funds.
- Verify client transactions thoroughly.
- Validate sensitive client information.
4) Drive impactful projects and initiatives aimed at enhancing efficiency and introducing innovative solutions.
Collaborate with the dedicated technology team to implement improvements.
Seeking a candidate with :
- Excellent communication skills : Ability to articulate clearly and empathetically with clients.
- Strong analytical and problem-solving abilities : Capable of independent critical thinking.
- Outstanding interpersonal skills : Works well in teams and builds strong relationships with stakeholders.
- Meticulous attention to detail : Maintains high accuracy in all tasks.
- Proactive and initiative-driven mindset : Views challenges as opportunities for positive change.
- Unwavering integrity and confidentiality : Adheres to high ethical standards and respects sensitive information.
- Effective time management : Handles multiple tasks and prioritizes deliverables efficiently.
- Qualifications & Experience :
Bachelor's degree with a strong academic record.
- 1-3 years of professional experience, including internships or co-op placements, demonstrating success and progression.
- Preferred : Interest in the investment industry, enrollment in or completion of the CFA or CPA program (advantageous but not mandatory).
What is offered :
- Opportunity to start and grow your career with a leading company
- Competitive compensation (Base and Bonus & Benefits)
- Amazing training and continuous learning programs
- Work-life balance & flexibility : Hybrid working schedules
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