Job opportunity
Client Operations Specialist Burnaby
Orbis Investments
Support global investors from Burnaby as a Client Operations Specialist, using clear communication and accurate transaction processing daily.
At Orbis, this specialist supports institutional and retail clients through onboarding, account openings, fund information, and database updates. The position handles transfer agency processes, including KYC, reconciliations, and transaction processing. It also contributes to transaction-cycle controls and collaborative projects with technology teams.
Key Responsibilities:
Communicate proactively with clients and stakeholders
Support Orbis Funds onboarding and account openings
Process KYC, reconciliations, and client transactions
Verify transactions and validate sensitive client information
Manage improvement projects with technology teams
Requirements:
Excellent written and oral communication skills
Strong analytical, investigative, and critical-thinking abilities
Accuracy, attention to detail, and personal integrity
Undergraduate degree with academic achievement
One to three years of professional experience
Bring client communication, analytical thinking, and transaction accuracy to Orbis Fund Operations in Burnaby, British Columbia.
#J-18808-Ljbffr
Apply on source site At Orbis, this specialist supports institutional and retail clients through onboarding, account openings, fund information, and database updates. The position handles transfer agency processes, including KYC, reconciliations, and transaction processing. It also contributes to transaction-cycle controls and collaborative projects with technology teams.
Key Responsibilities:
Communicate proactively with clients and stakeholders
Support Orbis Funds onboarding and account openings
Process KYC, reconciliations, and client transactions
Verify transactions and validate sensitive client information
Manage improvement projects with technology teams
Requirements:
Excellent written and oral communication skills
Strong analytical, investigative, and critical-thinking abilities
Accuracy, attention to detail, and personal integrity
Undergraduate degree with academic achievement
One to three years of professional experience
Bring client communication, analytical thinking, and transaction accuracy to Orbis Fund Operations in Burnaby, British Columbia.
#J-18808-Ljbffr