Posted 19 days ago
Client Operations Specialist
@ Morgan McKinley
Vancouver, British Columbia
Overview
Morgan McKinley is hiring a Client Operations Specialist in Vancouver, BC, to support client enquiries, onboarding, account openings and transaction processing within an investment firm. The role is full-time with a competitive salary plus a discretionary bonus, and suits recent graduates with internship or co-op experience or candidates with 1 to 3 years of experience.
Responsibilities:
- Support client enquiries, onboarding and account openings
- Maintain accurate client records and account information
- Assist with transaction processing, reconciliations and verification
- Contribute to process improvements and efficiency projects
Requirements summary:
- Undergraduate degree with a strong academic record
- Recent internship or co-op experience, or 1 to 3 years of experience
- Strong communication, analytical and problem-solving skills
- Excellent attention to detail and organisational abilities
Tools & skills
Source and dates
Source type not verified · apify-linkedin
- Employer posting date
- 2026-10-22
- First seen by our source
- 2026-11-11
- Source record updated
- 2026-11-11
These dates describe the source record, not a live verification that the employer is still hiring. Check the original posting.
Job details
| Seniority | Entry level |
| Department | Customer service |
| Hours per week | 40 (estimated) |
| Travel | air: none · ground: none |
| Work setting | Office |
| Position | Mostly sitting |
| Physical demands | physical low · computer high |
| Languages | English |
| Education | Bachelor’s degree (required) |
| Perks mentioned | Performance bonus |
Summary and details written by AI from the posting; the employer’s posting is the authority.
Morgan McKinley
| Field | Value |
|---|---|
| Open jobs on Jobsy | 6 |
Client Operations Specialist
Location: Vancouver, BC
About the Opportunity
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.
Journal
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