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Client Operations Associate Jobs in Markham, ON (NOW HIRING)

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 ...

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 ...

New

PIA Client Service Associate

Markham, ON ยท 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 ...

... Level Senior Associate & Summary At PwC, our people in operations consulting specialize in ... These individuals analyze client needs, develop operational strategies, and offer guidance and ...

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 ...

We are currently seeking a Private Client Administration Associate to join our Private Client ... Enrollment or completion of CSC and/or IFIC Operations course would be an asset Experience * Mutual ...

As part of the team, the Private Banking Client Service Associate will provide administrative ... Assume responsibility to minimize operational and regulatory risk bycomplying withBank and industry ...

Showing results 41-60

Client Operations Associate information

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.

What are the key skills and qualifications needed to thrive as a client operations associate?

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.

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 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 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 is the role of a client operations associate?

A client operations associate is responsible for managing client accounts, ensuring smooth communication, and supporting service delivery. They often handle onboarding, troubleshoot issues, and use tools like CRM systems to maintain accurate client data. Strong organizational and communication skills are essential for this role.

What cities near Markham, ON are hiring for Client Operations Associate jobs?

Cities near Markham, ON with the most Client Operations Associate job openings:

Infographic showing various Client Operations Associate job openings in Markham, ON as of August 2026, with employment types broken down into 86% Full Time, 11% Part Time, 1% Temporary, and 2% Contract. Highlights an 91% Physical, 4% Hybrid, and 5% Remote job distribution.

Associate, Client Success Team

Royal Bank of Canada

Toronto, ON โ€ข On-site

Full-time

Posted 20 days ago


Job description

Job Description

What is the opportunity?

We are seeking a highly organized and detail-orientated capital markets onboarding Associate, responsible for the entire workflow, providing a professional, responsive, and accurate service to client and internal business partners.

Leverage knowledge of the client onboarding policies and Capital Markets operations to ensure end-to-end client satisfaction is attained throughout the pre and post onboarding lifecycle while acting as the primary point of contact and escalation between RBC and its clients.

What will you do?

  • Member of a global team primarily focused on Capital Markets onboarding requests from clients and sales desks based in North America.

  • Manage client lifecycle requests for new and existing clients across the functional teams (KYC, AML, Legal, Operations, IT, Credit, Docs, Risk) to deliver a smooth and efficient experience for the client and Sales.

  • Maintain and update status reports on the onboarding progress to business stakeholders, providing transparency and improved client service, escalating as required in order to meet client deadlines and expectations.

  • Identifying and escalating any operational control events to the relevant escalation teams, assisting with any operational deficiencies, trading without approvals, risk loss events.

  • Ensure compliance with bank policies applicable to onboarding across KYC, risk and regulatory activities.

  • Provide additional business support as directed by reporting manager (e.g. strategic or regulatory initiatives, projects, documentation of policy/procedures and reporting/metrics)

  • Proactively identify opportunities to enhance, streamline and automate processes.

What you need to succeed?

  • Bachelor's Degree or equivalent/similar

  • 3 - 5 Years of onboarding experience preferred or experience in a related role (KYC, operations, regulations, credit risk)

  • Basic understanding of Capital Markets products - FX, Cash and Equity Derivatives, Fixed Income, Futures, Commodities and Rates Derivatives

  • Understanding of fund management industry is a benefit but not essential

  • Proficient in MS Excel skills (macros, look-ups etc) and experience with CRM systems or onboarding platforms.

  • Excellent communication skills, both written and verbal

  • Proactive, team player, self-motivated with strong organizational and time management skills (must be able to prioritize and re-prioritize tasks to meet the fast-paced demands of the trading environment)

  • Strong sense of accountability and ownership over "client experience" and end-to-end client on-boarding processes.

  • Ability to successfully navigate a complex infrastructure that involves numerous groups and individuals.

What's in it for you?

We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.

  • A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation

  • Leaders who support your development through coaching and managing opportunities

  • Work in a dynamic, collaborative, progressive, and high-performing team

  • Opportunities to do challenging work

  • Flexible work/life balance options

#LI-KA2

Job Skills

Critical Thinking, Data Administration, Database Structures, Data Modeling, Data Movement, Detail-Oriented, Group Problem Solving, Information Capture, Standard Operating Procedure (SOP), Teamwork

Additional Job Details

Address:

RBC CENTRE, 155 WELLINGTON ST W:TORONTO

City:

Toronto

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

CAPITAL MARKETS

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2026-08-14

Application Deadline:

2026-09-11

Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above

Our Employment Opportunities

At RBC, we are guided by living shared values of Client First, Integrity, Collaboration, Respect and Excellence and winning together as One RBC. We believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.

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Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.

RBC is presently inviting candidates to apply for this existing vacancy. Applying to this posting allows you to express your interest in this current career opportunity at RBC. Qualified applicants may be contacted to review their resume in more detail.

Employment Type: FULL_TIME