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Client Operations Associate Jobs in Ontario (NOW HIRING)

Td

PIA Client Service Associate

Belleville, ON · On-site

CA$43K - CA$56K/yr

If so, then get onboard for the position of PIA Client Service Associate . In this role, you will ... Adhere to all policies and procedures and maintain a culture and operation of risk management * Use ...

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PIA Client Service Associate

Ottawa, ON

CA$43K - CA$56K/yr

If so, then get onboard for the position of PIA Client Service Associate . In this role, you will ... Adhere to all policies and procedures and maintain a culture and operation of risk management * Use ...

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PIA Client Service Associate

Kingston, ON · On-site

CA$43K - CA$56K/yr

If so, then get onboard for the position of PIA Client Service Associate . In this role, you will ... Adhere to all policies and procedures and maintain a culture and operation of risk management * Use ...

Td

CA$45K - CA$59K/yr

If so, then apply for the position of PIA Client Relationship Associate today. In this role, you ... Client service which includes sound operational execution based on knowledge of full service ...

Td

PIA Client Relationship Associate

Toronto, ON · On-site

CA$45K - CA$59K/yr

If so, then apply for the position of PIA Client Relationship Associate today. In this role, you ... Client service which includes sound operational execution based on knowledge of full service ...

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PIA Client Relationship Associate

Brampton, ON · On-site

CA$45K - CA$59K/yr

If so, then apply for the position of PIA Client Relationship Associate today. In this role, you ... Knowledge of wealth management and/or operations is an asset * Knowledge of investment products is ...

Walmart

(CAN) Client Partner

Mississauga, ON · On-site

... operational excellence Qualifications * Experience managing enterprise client relationships ... Demonstrates and encourages respect for others; drives a positive associate and customer experience ...

Factory Tile Depot

Warehouse Operations

Oakville, ON

CA$37K/yr

... Operations Associate. Who are We?: We're Factory Tile Depot, a young, dynamic, growing company ... Load and unload client and vendor vehicles * Perform regular cycle counts and monitor stock levels ...

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All JobsClient Operations Associate JobsClient Operations Associate Jobs in Ontario

Client Operations Associate information

What is the difference between Client Operations Associate vs Client Services Coordinator?

AspectClient Operations AssociateClient Services Coordinator
Required CredentialsTypically a bachelor's degree, relevant certifications (e.g., CRM tools)Similar educational background, often with customer service certifications
Work EnvironmentCorporate offices, financial firms, consulting companiesFinancial institutions, marketing agencies, client-facing departments
Employer & Industry UsageUsed in finance, consulting, tech sectorsCommon in finance, marketing, and service industries
Search & Comparison IntentPeople comparing operational roles focused on client management and backend processesIndividuals looking for client-facing roles emphasizing service and support

The main difference is that a Client Operations Associate focuses on managing internal processes, data, and backend operations to support client accounts, while a Client Services Coordinator emphasizes direct client interaction, support, and service delivery. Both roles require strong communication skills and industry knowledge, but their primary focus areas differ.

What are the key skills and qualifications needed to thrive as a Client Operations Associate, and why are they important?

To thrive as a Client Operations Associate, you need strong analytical abilities, attention to detail, and a background in business, finance, or a related field. Familiarity with CRM systems, data management tools, and proficiency in Microsoft Excel are commonly required, while certifications in project management or operations can be advantageous. Excellent communication, organizational skills, and a client-focused mindset help build strong relationships and ensure smooth operations. These skills are critical for efficiently managing client accounts, resolving issues, and supporting overall business objectives.

What does a Client Operations Associate do?

A Client Operations Associate is responsible for supporting the day-to-day activities related to client accounts, ensuring smooth operations and high-quality service. Their tasks typically include onboarding new clients, processing transactions, resolving client inquiries, and maintaining accurate records. They act as a liaison between clients and internal teams to address issues and optimize client experiences. This role requires strong organizational skills, attention to detail, and effective communication abilities.

How does a Client Operations Associate typically collaborate with other departments within a company?

Client Operations Associates often serve as a bridge between the client and internal teams such as sales, account management, and finance. They coordinate with these departments to ensure client requirements are met, resolve operational issues, and streamline onboarding or account changes. Strong communication and organizational skills are essential, as the role involves tracking progress, relaying feedback, and helping to maintain high levels of client satisfaction by facilitating smooth internal workflows.

What is a client operations associate?

A client operations associate is responsible for managing client accounts, ensuring smooth service delivery, and supporting client needs. They often handle communication, data management, and coordinate with internal teams using tools like CRM software to maintain client satisfaction and operational efficiency.

What does a customer operations associate do?

A client operations associate manages and supports client accounts by handling inquiries, processing transactions, and ensuring smooth service delivery. They often use customer relationship management (CRM) tools and require strong communication and organizational skills to maintain client satisfaction and operational efficiency.

Is a CSA job stressful?

A Client Operations Associate (CSA) role can be stressful due to handling client inquiries, managing multiple tasks, and meeting deadlines. Success in the position often depends on strong communication skills, organization, and the ability to work under pressure.

What jobs pay 4000 a week without a degree?

A Client Operations Associate typically earns less than $4,000 weekly, but high-paying roles without a degree include sales managers, real estate brokers, and certain tech sales positions, which can reach or exceed that amount with experience and commissions. These roles often require strong communication skills, industry knowledge, and sometimes certifications, but not necessarily a college degree.
What are the most commonly searched types of Client Operations jobs in Ontario? The most popular types of Client Operations jobs in Ontario are:
What cities in Ontario are hiring for Client Operations Associate jobs? Cities in Ontario with the most Client Operations Associate job openings:
Client Operations Associate jobs near you
Infographic showing various Client Operations Associate job openings in Ontario as of July 2026, with employment types broken down into 1% As Needed, 75% Full Time, 22% Part Time, 1% Temporary, and 1% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution.

Client Services Associate

Cidel Private Bank

Toronto, ON

Contractor

Posted 22 days ago

Job description

This posting is for an 18 month contract position that is currently vacant.


About Cidel

Cidel is a Canadian-based global private bank and asset manager. We help high net worth individuals, families and institutions protect and grow their wealth. Our expertise spans three well-integrated service areas:

  1. Asset Management,
  2. Planning, Structuring & Trust, and
  3. Specialized Banking

We are a unique firm in the way we combine the scale and capability of a large global bank, with the continuity and genuine commitment to service of a boutique firm.

Description


We are seeking a highly motivated and detailoriented Client Services Associate to join our Client Services team for 18 months. This role supports the delivery of exceptional client service by coordinating client onboarding, account maintenance, cash management, reporting, and regulatory documentation.

Areas of Focus will Include:

Client Service & Relationship Support

  • Ensure timely and accurate resolution of all client requests and inquiries
  • Monitor group email inboxes and coordinate responses to, client matters as required

Client Account Onboarding

  • Coordinate endtoend onboarding of client accounts, including:
    • Olympic contact setup and root reservation
    • Upload of documentation for compliance review and liaison with the Compliance team as required
    • Completion of final Olympic setup steps
    • Web access setup
    • Coordination with Operations for fund or omnibus account openings
    • Statement and duplicate statement setup
    • Website access setup
    • Fee setup
    • Estate management setup, where applicable

Client Record Maintenance

  • Create and maintain accurate client records across all systems
  • Maintain and organize client documentation on shared drives
  • Perform ongoing account maintenance in all applicable systems

Cash Management & Payments

  • Coordinate client cash requests, including:
    • Instructing, tracking, and entering daily oneoff and scheduled Electronic Funds Transfers (EFTs) across multiple custodians
    • Instructing, tracking, and entering wire transfers
    • Processing cheque deposits and withdrawals

Tax & Regulatory Documentation

  • Coordinate W8, W9, CRS, NR and related tax forms with custodians, including:
    • Daily updates to the Documents Portal
    • Tracking document expirations
    • Preparing forms for client execution and mailing
    • Tracking sent and received dates and following up as required
    • Uploading completed documentation

Client Reporting

  • Assist in the preparation and distribution of client reports, including:
    • Monthly corporate and yearend account reports
    • Oneoff statements or reports as requested by clients or internal stakeholders

Registered Plan & Tax Reporting Support

  • Assist with annual registered plan tax reporting, including:
    • RRSP contribution slips
    • RRSP, IPP, and RIF withdrawal slips
    • TFSA contribution and withdrawal reporting
    • Filings with custodians and/or the CRA

Asset Transfers & Account Closures

  • Support asset transfers in and out, including:
    • Preparation of transfer forms (standalone or as part of account opening packages)
    • Initiating and tracking transfers
    • Regular followup with transfer counterparties
    • Monitoring transfers at custodians
    • Providing regular updates to Wealth Consultants
    • Entry of transfer details in Olympic
  • Support final account closing processes
  • Coordinate other asset movements, including charitable donations in and out

Special Projects

  • Assist with special projects as assigned by the Manager, including but not limited to:
    • Document mailings
    • Document and directory maintenance
    • Account and system maintenance initiatives

Requirements and Key Competencies

  • Minimum 1-3 years of experience as a Client Service Administrator, Operations Administrator, or similar role within the financial services industry
  • Experience with regulatory documentation, tax reporting, wires, and/or backoffice custody operations preferred
  • Enrollment in or completion of the Canadian Securities Course (CSC) or a similar program preferred
  • Strong proficiency in Microsoft Office Suite
  • High attention to detail, strong organizational skills, and the ability to manage multiple priorities effectively
  • Demonstrated ability to work collaboratively in a teambased environment while delivering superior client service


Please apply via Bamboo

Please note that artificial intelligence (AI) tools may be used during the recruitment process to assist in screening, assessing, or selecting applicants. All AI assisted evaluations are conducted in accordance with applicable privacy and employment standards.

We welcome applications from individuals of all abilities, backgrounds, and experiences. Reasonable accommodations are available on request for candidates taking part throughout the hiring process to support equitable access and participation. Only successful candidates will be contacted.

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