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Client Operations Associate Jobs in Ontario (NOW HIRING)

Ci

Client Service Associate

Toronto, ON · On-site

CA$42K - CA$71K/yr

As Client Service Associate at CI Financial, you will be instrumental in collaborating with ... Directly engage with operations and back office team members to process documentation and ...

Ci

Client Service Associate

Toronto, ON

CA$42K - CA$71K/yr

As a Client Service Associate at CI Financial, you will be instrumental in collaborating with ... Directly engage with operations and back office team members to process documentation and ...

BMO Financial

Client Service Associate

London, ON · On-site

Wealth Sales & Service Supports one or more Investment Advisors (IAs) and IA Team and staff, and branch operations with day-to-day administration and provides exceptional client service to support ...

BMO Financial

Client Service Associate

Waterloo, ON · On-site

Wealth Sales & Service Supports one or more Investment Advisors (IAs) and IA Team and staff, and branch operations with day-to-day administration and provides exceptional client service to support ...

Royal Bank of Canada

Associate

Toronto, ON · On-site

CA$37K - CA$50K/yr

As an Associate, you will be a trusted resource to our clients, advisors and branch. Use your ... Manage administrative and operational activities, including calendar management, schedule client ...

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 ...

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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.
Associate Director - AML Client Onboarding

Associate Director - AML Client Onboarding

SS&C

Mississauga, ON • Hybrid

Full-time

Medical, Dental, Vision, PTO

Posted 20 hours ago

Job description

As a leading financial services and healthcare technology company based on revenue, SS&C is headquartered in Windsor, Connecticut, and has 27,000+ employees in 35 countries. Some 20,000 financial services and healthcare organizations, from the world's largest companies to small and mid-market firms, rely on SS&C for expertise, scale, and technology.

Job Description

Associate Director, Client Onboarding

Location(s): Mississauga

Status: Fulltime

Get To Know Us:

SS&C is leading the way. We continue to look for today's and tomorrow's brightest talent, those that embody a spirit to improve not only their lives, but those around them. From college students to seasoned and experienced professionals, we encourage you to reach out and apply to our welcoming and inclusive environment.

SS&C prides itself on hiring diverse, honest, dynamic individuals, who value collaboration, accountability, integrity, and innovation to name a few. We are a fast-paced environment, who promote flexibility, authenticity and offer a hybrid working model to ensure employees can manage their day and meet both work and personal commitments.

The AML Associate Director reports directly to the regional Client AML lead, who reports up to the Group head. This position represents an opportunity to join a global AML group and an opportunity to gain exposure to a wide variety of AML obligations and functions across multiple jurisdictions and regulations.

Why You Will Love It Here!

  • Flexibility: Hybrid Work Model & a Business Casual Dress Code, including jeans
  • Your Future: RRSP Matching Program, Professional Development Reimbursement
  • Work/Life Balance: Flexible Personal/Vacation Time Off, Sick Leave, Paid Holidays
  • Your Wellbeing: Medical, Dental, Vision, Employee Assistance Program, Parental Leave
  • Diversity & Inclusion: Committed to Welcoming, Celebrating and Thriving on Diversity
  • Training: Hands-On, Team-Customized, including SS&C Learning Institute
  • Extra Perks: Discounts on fitness clubs, travel and more!
  • Wide-Ranging Perspectives: Committed to Celebrating the Variety of Backgrounds, Talents and Experiences of Our Employees

What You Will Get To Do:

  • Day to day management of daily AML reviews, Risk Analysis, reporting, screening, client follow ups, queries
  • Responsible for follow up with clients/stakeholders regarding outstanding AML documentation, Risk Analysis and update of records to be able to report effectively Senior stake holders, auditors, MLROs, internal management committees and Compliance, regarding client AML compliance
  • Effective filing and archiving of all AML documentation in line with regulation
  • Overseeing and actively participating in the ongoing refresh of AML requirements in line with regulation
  • Assistance with the risk assessment, due diligence and overall implementation of new Clients
  • Performing ongoing screening of clients against sanctions lists and appropriate internal and Client reporting based on results as well as online sources.
  • Preparation for and participation in Client operational calls regarding AML; Due Diligence.
  • Marinating accurate and up to date regulatory knowledge and oversight to assist with the ongoing development of policies and best practices both regionally and as part of a global group

What You Will Bring:

  • Understanding and interpreting AML regulations and obligations, including risk assessment, imposed by regulators (for example CBI, CSSF, CIMA and the BMA)
  • Experience using screening software for the purpose of dispositioning alerts
  • Client and Fund due diligence and beneficial owner identification and verification
  • Policy and procedure development and related training
  • Full risk assessment and reporting
  • Strong communication, organization, diligence, risk assessment and MS Office abilities
  • Regulatory reviews with internal and external auditors and regulators

We encourage applications from people of all backgrounds to enable us to bring diverse perspectives to our thinking and conversation. SS&C Technologies Canada Corp. fosters a positive, equitable and progressive workforce and is committed to accommodating applicants with disabilities throughout the hiring process. We will work with applicants requesting accommodation at any stage of this process. If you require any accommodation during the application and hiring process, please contact: tacanada@sscinc.com.

No phone calls or email applications please. We thank all candidates for their interest, but only those under consideration will be contacted.

Salary Range: 75,000 - 100,000

This job advertisement is for an existing vacancy which has been posted both internally and externally.

You need to be legally eligible to work at the location(s) specified above and, where applicable, must be able to provide a valid work or study permit, if selected for an interview.

SS&C uses AI tools to help screen and assess applicants by analyzing resumes and applications to identify candidates whose skills match our needs. These tools support, but do not replace, human decision-making

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Unless explicitly requested or approached by SS&C Technologies, Inc. or any of its affiliated companies, the company will not accept unsolicited resumes from headhunters, recruitment agencies, or fee-based recruitment services.

Applications will be accepted on an ongoing basis until the position is filled.

SS&C Technologies is an Equal Employment Opportunity employer and does not discriminate against any applicant for employment or employee on the basis of race, color, religious creed, gender, age, marital status, sexual orientation, national origin, disability, veteran status or any other classification protected by applicable discrimination laws.

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