Private Client Operations Specialist

Torontoonsitemid$34K$59K

Posted 2 days ago · via Workday

About this role

At CI, we see a great place to work as one that is a safe place for everyone to have a voice, where people are empowered to take ownership over meaningful work, where there is an opportunity to grow through stretching themselves, where they can work on innovative products and projects, and where employees are supported and engaged in doing so. We are currently seeking a Private Client Operations Specialist to join our CIIS Reconciliation team. In this role, the successful candidate is expected to provide prompt and courteous service to our internal and external partners, which includes our custodians, Investment Counselors, and their Assistants. Primary duties include providing reconciliation support on all Financial and Non-Financial transactions for our private client accounts.…

Read the full description on Ci's site →

What we'd score you on

reqspace match rubric

Five dimensions, recruiter-grade. Upload your resume and we'll generate a written explanation of where you fit and where the gaps are.

1

Skills match

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2

Level fit

This role is mid-level. We check your trajectory against it.

3

Domain experience

Your work in the role's domain matters more than your years total. We weight recent and direct experience.

4

Recency

A skill you used last quarter weighs more than one from five years ago. We grade on recency, not lifetime.

5

Location fit

This role is based in Toronto. We weight your proximity and willingness to relocate.

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Skills in this role

Pulled from the job description. These are the keywords we'll weight when scoring your fit.

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