We are seeking a detail-oriented and proactive Client and Transaction Services Officer to support trade processing, corporate actions, and asset transfer activities. This role serves as a critical link between front office and operations teams to ensure accurate and timely execution of investment transactions and related processes.

• Coordinate with internal teams for trade confirmations and resolve discrepancies promptly.
• Validate and error‑correct trade orders in our wealth system, ensuring accuracy in pricing, fees, and settlement details.

• Monitor and communicate upcoming corporate actions to Front Office.
• Provide clear guidance and client‑friendly communication on action options and deadlines.
• Liaise with Operations to ensure timely client responses and accurate execution.