You are a strategic thinker passionate about driving solutions. You have found the right team.

As a Client Operations Specialist within our Account Opening and Account Maintenance team for Platform Modernization, you will play a key role in enhancing our processes. We are looking for someone with a keen interest and knowledge in financial markets, and excellent analytical, organizational, and communication skills. In this role, your initiative, enthusiasm, and confidence to complete projects will be highly valued. If you have experience in financial markets, client onboarding, and KYC maintenance, this could be the perfect opportunity for you.

Job Responsibilities: 

Connect and engage with stakeholders to drive change and enhance the customer experience. Be agile and flexible in multi-tasking according to business needs. Manage and prioritize initiatives requested by stakeholders. Verify client data to ensure accuracy and compliance. Assist in client servicing activities to support client needs. Research client inquiries and manage follow-up communication effectively. Manage new client account openings and perform account maintenance activities, including client communication, suitability assessments, tax form processing, and KYC maintenance. Conduct ad hoc remediation as part of regulatory and business requirements.

Required qualifications, skills and capabilities:

Bachelor’s degree in Finance, Business Administration, or a related field. You must have 3+ years of experience in client onboarding, account maintenance, or a similar role. Strong analytical skills with the ability to interpret complex data and make informed decisions. Excellent verbal and written communication skills. Proven ability to work collaboratively in a team environment. Demonstrated ability to work well in a team setting, contributing to a positive and productive team dynamic. Detail-oriented with strong organizational and time management skills. Proficiency in Microsoft Office Suite (Excel, Word, PowerPoint).