Client Operations Specialist

1 day ago

Halifax, Canada Christianson Financial Ltd. Full time

**Christianson Financial Limited** is a dynamic and rapidly growing firm that goes beyond traditional Financial Planning and Investment Management. We are dedicated to securing our clients' financial well-being through sophisticated planning strategies and personalized investment solutions. Our commitment to excellence has fueled our exceptional growth over the past decade. We passionately believe the relationship between client and Advisor is built on a high level of trust, fostering lifelong partnerships that help clients meet and exceed their complex financial goals. For over ten years, the Christianson Financial Team has successfully guided our clients to achieve remarkable financial freedom through our advanced planning techniques and tailored wealth management strategies.

As we continue to expand and elevate our services, we are now looking to add to our amazing client-focused, tight-knit team of professionals who share our vision for growth and excellence in financial planning.

**CLIENT OPERATIONS SPECIALIST - FULL TIME**

If you thrive in a fast-paced environment and are eager to contribute to a tight-knit team, we would love to hear from you

**Key Responsibilities**:
**Client Account Management as directed by Operations Leader**
- Execute trades and process money movements with precision and efficiency
- Implement and maintain systematic trading instructions
- Prepare comprehensive client files for advisor meetings
- Update client files post-meetings as per advisor instructions

**Operational Support**
- Provide creative and technical support to the Client Operations Leader and Financial Advisor Team
- Execute complex transactions and complete assigned projects
- Assist with high-priority transactions and client instruction execution
- Support documentation process, ensuring completeness and compliance

**Quality Assurance**
- Maintain integrity and confidentiality of client documents
- Focus on delivering high-quality service consistently
- Serve as a capable backup to the Client Operations Leader

**Collaboration and Communication**
- Work cohesively with the team to manage multiple client requests

**Qualifications**:
**Professional Experience and Credentials**
- Minimum 2 years in client service, operations, or administration within the financial sector
- CIRO (Canadian Investment Regulatory Organization) license strongly preferred
- Demonstrated experience in securities, insurance, financial planning, and/or banking

**Technical Skills**
- Experience with Securities Trading Platforms preferred
- Advanced proficiency in MS Office suite, CRM software, and database navigation
- Strong financial acumen and ability to execute complex transactions

**Communication and Client Service**
- Ability to convey complex financial information clearly and professionally
- Strong client service orientation with a focus on confidentiality and quality

**Organizational Abilities**
- Exceptional multitasking and prioritization skills
- Outstanding time management and organizational prowess
- Proven track record of implementing efficient systems

**Personal Attributes**
- Adaptability and eagerness to learn in a fast-paced financial environment
- Team-oriented mindset with a positive attitude and strong work ethic
- Flexibility to serve as a capable backup to the Client Operations Leader

**Additional Requirement**
- Must like dogs

Competitive Salary Range

**Job Types**: Full-time, Permanent

Pay: From $45,000.00 per year

Schedule:

- Monday to Friday

Work Location: In person

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