Client Operations Specialist

Orbis Corporation • Vancouver, BC

1d • CA$60,000 - CA$70,000 • Onsite

About The Position

We are seeking a highly motivated person to join our Client Operations team based in in Burnaby, British Columbia. Our team is focused on providing distinctive, world-class servicing to our global client base of institutional and retail investors. Our purpose is to leave a positive and lasting impression on our clients that compels them to remain invested with Orbis over the long term. We are a team of highly engaged individuals who strive for excellence and are proud of our individual contributions, but support and collaborate with each other to achieve our goals. If successful, you can look forward to a career that supports your growth and development as you take on increasing responsibility.

Requirements

• Excellent written and oral communication skills with the ability to articulate clearly and empathetically with clients
• Strong analytical and investigative skills accompanied with the ability to think independently and critically to solve problems
• Outstanding interpersonal skills enabling you to work well in a team environment and to build strong relationships with different stakeholders
• High level of accuracy and attention to detail
• A self-starter who sees challenges as opportunities and enjoys taking initiative to influence change
• High standards of personal integrity and ability to maintain confidential information
• Effective prioritisation and time management skills when working on multiple deliverables
• Undergraduate degree with a proven track record of academic achievement and continuous improvement
• 1-3 years of professional experience with a proven track record of success and progression (this can include internships and/or placements)

Nice To Haves

• Prior experience in financial services is not mandatory; however, a keen interest in the investment industry is an asset

Responsibilities

• Proactively communicating with clients and other stakeholders (e.g., providing information about the Orbis Funds, participating in client onboarding processes, facilitating account openings, and managing and updating the client database and activity records).
• Conducting core operations processes related to our transfer agency functions including, but not limited to, Know Your Client (KYC) processes, client money reconciliations and transaction processing
• Owning key responsibilities related to the transaction cycle of the Orbis Funds. This includes verifying client transactions and validating sensitive client information.
• Working closely with the global Orbis Fund Operations teams and other business units to effectively communicate relevant information.
• Managing projects to develop pragmatic improvements and innovative solutions by working collaboratively with our dedicated technology team.
• Building and maintaining relationships with external and internal stakeholders to provide excellent servicing.

Benefits

• The annual base salary for this position will be between $60,000 and $70,000 per year excluding benefits.
• The total compensation package also includes a discretionary bonus.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level