Robert Half
Manage day-to-day client account operations including deposits, withdrawals, transfers, and account updates Coordinate incoming/outgoing asset transfers, account closures, and client offboarding processes Administer fee structures, including setup,...
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Client Operations Specialist
Description
Client Operations Specialist
Toronto, ON | Hybrid (4x a week in office)
Base salary: $70,000-$80,000
The Opportunity
Our client, a growing and well-established investment management firm, is seeking a Client Operations Specialist to join their team. This role plays a critical part in supporting the full client lifecycle, ensuring seamless execution of account activity, operational accuracy, and regulatory compliance.
You will act as a key liaison across Client Relations, Portfolio Management, custodians, and internal teams, helping to deliver a high-touch client experience while maintaining strong operational controls.
Key Responsibilities