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Client Operations Associate Jobs in Ontario (NOW HIRING)

Ebury

Partner Relationship Associate

Toronto, ON

... us manage operations and registrations with internal areas. What you'll do as a Partner ... standard in client experience * Focus on increasing speed and quality of internal processes

ALO

Sales & Service Lead - Bloor Street

Toronto, ON

Use company performance tools to evaluate each operations associate and provide constant feedback ... a client-centric, sales environment * Proven leadership capabilities demonstrating excellent ...

Td

PIA Client Service Associate

Toronto, 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

PIA Client Service Associate

Oakville, 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

PIA Client Service Associate

Toronto, 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 ...

Td

PIA Client Service Associate

Toronto, 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 andmaintaina culture and operation of risk management * Use ...

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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
Junior Associate Director, Regulatory Reporting

Junior Associate Director, Regulatory Reporting

MUFG Investor Services

Toronto, ON • On-site

Full-time

Posted 19 days ago

Job description

Company Description

MUFG Investor Services is a trusted partner to many of the world’s largest public and private funds, providing asset servicing and operational solutions built for alternatives. With over $1 trillion in client assets under administration, we offer fund administration, banking, payments, fund financing, foreign exchange overlay, corporate and regulatory services, custody, business consulting, and more. Operating from 17 locations worldwide, we help clients mitigate risk, enhance efficiency, and navigate the operational complexities of today’s investment management landscape.

As a division of Mitsubishi UFJ Financial Group (MUFG), one of the world’s largest financial institutions with approximately $3 trillion in assets, we combine deep expertise with the strength and stability of a leading financial institution. To learn more, visit us at www.mufg-investorservices.com.

Job Description
  • Liaise with investment managers/clients and vendors for day-to-day operational assistance.
  • Participate in various system improvement initiatives.
  • Prepare or co-ordinate and review all client regulatory reporting deliverables and associated reports as required.
  • Work with internal teams, such as Client Operations, Investor Operations and Client Integration etc., to ensure all internal and external deliverables are met.
  • Assist in developing and improving regulatory reporting processes and checklists.
  • Assist with department resource planning and staff allocation.
  • Build and maintain a strong relationship with clients and vendors.
  • Develop an understanding of the regulatory reporting environment.
  • Ensure all processes are performed in accordance with operational procedures and controls and all relevant checklists are completed.
  • Keep up to date with and apply applicable regulations and accounting standards/jurisdiction requirements.
  • Prepare and review regulatory reporting workings and reports.
  • Respond to various stakeholder queries in a comprehensive and timely manner.
  • Support junior members of the team and provide on-the-job training as necessary.
  • Take on ad-hoc tasks as required.
Qualifications
  • 3-5 years’ experience in a regulatory reporting role.
  • Post-secondary education with a concentration in finance, accounting, mathematics or related fields.
  • Progress toward a professional designation (ACA, ACCA, CPA, CIMA, or CFA preferred) (Reg)
  • Strong computer skills with strengths in Microsoft Office products. Proficiency with Microsoft Excel/Word is essential
  • Broad understanding of fund administration industry.
  • Experience with accounting software Geneva, Investran or Yardi. Mantra would be beneficial but not necessary. (Reg)
  • Experience with regulatory reporting software Confluence, AQ Metrics, Workiva, Axioma etc. would be beneficial but not necessary. (Reg)
  • Advanced knowledge/understanding of characteristics of various financial instruments such as equities, bonds, bank debt, derivatives (Reg)
  • Knowledge of regulatory reporting environment desirable:
    • AIFMD – Annex IV
    • Form PF
    • Form CPO PQR
    • Open Protocol
    • CBI monthly and quarterly returns
    • CSSF/BCL monthly and quarterly returns
    • BMA monthly and quarterly returns
    • 1099 reporting
    • Form 13F
    • Investor Transparency reporting
    • Solvency II reporting

Additional Information

What’s in it for you to join MUFG Investor Services?  

Take a look at our careers site and you’ll find everything you’d expect from a career with the fastest-growing business at one of the world’s largest financial groups. Now take another look. Because it’s how we defy expectations that really defines us. You’ll feel that difference in all kinds of ways. Our vibrant CULTURE. Connected team. Love of innovation, laser client focus, and next-level LEARNING & DEVELOPMENT.    

So, why settle for the ordinary? Apply now for a Brilliantly Different career.

At MUFG Investor Services, we use Artificial Intelligence (AI) tools to help identify skills and experience that align with role requirements. All AI recommendations are reviewed by our recruitment team before any decisions are made.

This role is a new position.

MUFG is an equal opportunity employer.