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Wealth Management Operations Associate

Company

Collabera

Location

vancouver, metro vancouver regional district

Posted

June 08, 2026

Position Overview

Join Wealth Management Operations as an Operations Data Entry Associate focused on data accuracy and client support. You will ensure efficient client onboarding while maintaining high standards of data integrity.

In this associate role, you will enhance productivity in the financial sector. A bachelor’s degree and experience in managing large data sets are essential for success. Your attention to detail and risk management skills will contribute to identifying discrepancies and improving regulatory compliance.

Key Responsibilities:
• Provide accurate support for operations processes
• Review and verify client data meticulously
• Maintain clear documentation of departmental guidelines
• Offer customer service support for problem resolution
• Propose innovative improvements to operations

Requirements:
• Bachelor’s degree from an accredited institution
• Over 1 year of operations or financial services experie...

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