{"id":986984,"url":"https://alion.io/job/ci-financial-private-client-operations-specialist","title":"Private Client Operations Specialist","company":{"id":704636,"name":"CI Financial","domain":"cifinancial.com","url":"https://alion.io/company/ci-financial","size_band":"501-1000","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Workday","truth_index":{"grade":"B","score":80,"open_postings":11,"ghost_share":0,"stale_share":0.818,"repost_share":0,"time_to_fill_p50_days":31,"computed_at":"2026-10-14T06:34:16Z"}},"role":"Operations","role_family":"Operations","seniority":null,"employment_type":"full_time","work_mode":"on_site","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["Toronto, Canada"],"countries":["CA"],"hiring_countries":[],"hiring_countries_total":0,"salary":{"min":34320,"max":58500,"currency":"CAD","period":"year","gross":null,"usd_annual":41065},"salary_estimate":null,"experience_years_min":null,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[{"name":"Microsoft Office","optional":false},{"name":"Outlook","optional":false}],"status":"live","first_seen_at":"2026-08-10T00:00:00Z","employer_posted_date":"2026-08-10","last_verified_at":"2026-10-14T01:55:31Z","board_verified":true,"closed_at":null,"days_open":65,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":65},"description":"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.\nWe 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. Main areas of responsibility include: daily reconciliation of cash, assets and book values between our internal systems and our custodians, providing analytical support and resolution on ad hoc reconciliation issues, identifying workflow inefficiencies and participate in enhancement projects as required. Our team takes great pride in providing high quality work and service for our high-net-worth clientele under the CI Assante Private Client and CI Private Wealth platforms.WHAT YOU WILL DO\nEnsure daily financial/non-financial requests and integrity reports are acted upon in a timely manner and with exceptional accuracy.\nDuties may include: reconciling account and ACB values with custodial records daily; setting up securities, accounts, and transactions in our internal systems where required; working with internal and external partners to investigate and resolve discrepancies in a timely manner and with the utmost accuracy for our high-net-worth client portfolios; identifying trends on issues and providing solutions as required.\nProvide prompt and courteous service to Financial Advisors, Investment Counsellors, Client Service, Wealth Planners, Custodians and other internal departments via phone and email on account-specific inquiries.\nReview all incoming requests and ensure all business and compliance procedures are adhered to.\nInvestigate account-related problems, analyze, make recommendations, and implement the best-possible agreed-upon solution for the client in a timely manner.\nHandle escalated issues and ensure regular follow up and prompt resolution is achieved. Ensure proactive escalation of issues on matters requiring management’s attention.\nSupport team with quality control efforts and assist in other Private Client/CIIS desks or special projects throughout the year as assigned.\nWHAT YOU WILL BRING\nPost-secondary education in Business or a related discipline\nExperience within the financial services industry in an administration/service role considered an asset\nMutual funds/securities knowledge and related industry courses (CSC, IFIC Operations, etc.) is an asset\nWorking knowledge of day-to-day operations/administration of client accounts, with strong analytical, problem solving and good arithmetic skills\nStrong and accurate alphanumeric data entry skills and customer service mindset\nHigh degree of accuracy and attention to detail, with the ability to multitask and deliver high quality work under pressure\nProficiency in MS Office (Excel, Outlook and Word)\nThis role follows our in-office work model and requires employees to be onsite four days per week to support collaboration and business needs.\nThis opportunity is for an existing vacancy with the company. The anticipated base salary range for this position is $34,320 to $58,500. Exact salary depends on several factors such as experience, skills, education, and budget. Salary range may vary based on geographic location. In addition to base salary, this position is eligible for participation in a bonus program. In addition, The Company offers a variety of benefits to eligible employees, including health insurance coverage, wellness programs, life and disability insurance, retirement savings plans, paid leave programs, education-related programs, paid holidays and vacation time, and many others. Many of these benefits are subsidized or fully paid for by the company.\nCI Financial is an independent company offering global wealth management and asset management advisory services through diverse financial services firms. Since 1965, we have consistently anticipated and responded to the changing needs of investors. We are driven by a commitment to provide individuals and institutions with the highest-quality investments and advice. Our commitment to the highest levels of performance means that whatever their position, CI employees must be comfortable in a fast-paced environment that will stretch them to tap into their highest potential. Employees with a healthy dose of ambition, a desire to commit to a curious mindset for continuous learning, and a willingness to go the extra mile thrive at CI.\nA Supportive Environment for Success\nWe offer an in-office environment, competitive benefits, and a supportive workplace to help our employees thrive both personally and professionally.\nWHAT WE OFFER\nModern HQ location within walking distance from Union Station\nTraining Reimbursement\nPaid Professional Designations\nEmployee Savings Plan (ESP)\nCorporate Discount Program\nEnhanced group benefits\nParental Leave Top-up program\nPaid time off for Volunteering \nWe are focused on building a diverse and inclusive workforce. If you are excited about this role and are not confident you meet all the qualification requirements, we encourage you to apply to investigate the opportunity further.\nPlease submit your resume in confidence by clicking “Apply”. Only qualified candidates selected for an interview will be contacted. CI Financial Corp. and all of our affiliates (“CI”) are committed to fair and accessible employment practices and provide reasonable accommodations for persons with disabilities. If you require accommodations in order to apply for any job opportunities, require this posting in an additional format, or require accommodation at any stage of the recruitment process please contact us at ,or call 416-364-1145 ext. 4747.","description_format":"text","description_chars":6177,"description_truncated":false,"requirements":{"experience_years_min":null,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":null,"security_clearance":false,"languages":[]},"benefits":["Continuous learning","Health insurance","Insurance coverage","Parental leave","Retirement plans","Wellness"],"hiring_locations":[],"hiring_excludes":[],"relocation_offered":false,"industries":["Wealth Management & Financial Advisors","Asset Management & Funds"],"lifecycle":[{"event":"open","at":"2026-09-17T00:12:24Z"}],"visa":[],"liveness":{"score":9,"band":"cold","label":"Long shot","p_open":1,"p_active":0.306,"p_room":0.28,"age_days":65,"expected_fill_days":31,"reasons":["conf:4","stale_co","win:tail","crowd:"],"computed_at":"2026-10-14T06:34:16Z"},"pay":{"stated_usd_annual":41065,"is_top_pay":false},"html_url":"https://alion.io/job/ci-financial-private-client-operations-specialist","json_url":"https://alion.io/job/ci-financial-private-client-operations-specialist.json","meta":{"generated_at":"2026-10-14T13:16:23Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","about":"Alion is a live layer of people, companies and AI agents: who they are, whether they are real and active right now, what they do and how to work with them, readable by people and by agents and paid per call.","catalog":"https://alion.io/catalog.json","usage":{"tier":"crawler_verified","counted_by":"address","units_charged":1,"used_today":16360,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-10-15T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.02,"usd":0.002,"plus_per_slice":{"credits":0.05,"usd":0.005}},"unit":"per company, plus each slice with data","note":"the employer in depth","call":{"mcp_tool":"get_company","arguments":{"id":704636},"rest":"https://alion.io/mcp/rest/get_company?id=704636"},"human":"https://alion.io/catalog?offer=company.slices&for=job%2Fci-financial-private-client-operations-specialist"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"live","price":{"credits":1,"usd":0.1},"unit":"per slice","note":"pay, demand and time to fill for this role and place","call":{"mcp_tool":"market_stats"},"human":"https://alion.io/catalog?offer=market.stats&for=job%2Fci-financial-private-client-operations-specialist"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.02,"usd":0.002},"unit":"per posting in a list","note":"similar open postings","call":{"mcp_tool":"search_jobs"},"human":"https://alion.io/catalog?offer=job.search&for=job%2Fci-financial-private-client-operations-specialist"},{"id":"company.verify","title":"Is this company real and active right now","status":"pilot","price":null,"unit":"per company","request":{"url":"https://alion.io/catalog/request","method":"POST","body":"{\"offer\": \"company.verify\", \"for\": \"job/ci-financial-private-client-operations-specialist\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Fci-financial-private-client-operations-specialist"}]}