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

Aerotek

Business Operations Associate

Mississauga, ON

CA$1K/wk

Aerotek has an immediate opening for a Customer Service Associate / Business Operations Associate ... with client to resolve outstanding issues Qualifications: • BA / BS degree in Business or ...

Ci

Performance Associate, Financial Operations

Toronto, ON · On-site

CA$42.50K - CA$71K/yr

The Performance Associate is responsible for supporting the calculation, analysis, and reporting of ... This role ensures accurate and timely performance data, provides insights to support client ...

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Client Operations Associate information

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.

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 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 job makes $10,000 a month without a degree?

A Client Operations Associate can potentially earn $10,000 a month through experience, performance bonuses, and skill development in areas like client management, communication, and software tools. High earnings in this role often depend on industry, company size, and individual performance, with some professionals reaching this level without a formal degree by building expertise and a strong professional network.

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 cities near Milton, ON are hiring for Client Operations Associate jobs? Cities near Milton, ON with the most Client Operations Associate job openings:
Client Operations Associate jobs near you

Client Services & Operations Associate

Sagard

Toronto, ON • On-site

Full-time

Posted 17 days ago

Job description

Sagard Overview:

Sagard is a multi-strategy alternative asset management firm active in venture capital, private equity, private credit and real estate. Sagard also engages in private wealth management through Sagard Wealth.

Founded in 2016 and guided by the core values of entrepreneurship, innovation, collaboration, rigour and authenticity, Sagard has experienced outstanding growth. Today, the firm has more than US$45 billion under management, 190 portfolio companies and 540 professionals.

Sagard is well positioned to continue to grow substantially, organically and inorganically, pursuing its vision of becoming one of the best-performing investment management firms.

Headquartered in Canada, Sagard currently has offices in Canada, the United States, Europe and the Middle East.

More at https://www.sagard.com

Sagard Wealth:


At Sagard Wealth, we are an independent investment advisory firm that combines institutional-quality investing with a comprehensive range of financial solutions to help each family and each generation build and sustain wealth responsibly. We fulfill this purpose by cultivating close family relationships that deepen our understanding of individual styles, aspirations, and challenges.

Position Overview:

We are currently looking for an outstanding individual to join our organization as a Client Services & Operations Associate at our Sagard Wealth team in Toronto.

Compensation range: CAD$70,000 to CAD$80,000

Responsibilities:

  • Perform daily cash and position reconciliations across custodians and portfolio management systems, investigating and resolving discrepancies.

  • Ensure accurate and timely settlement of trades, cash movements, and FX transactions, coordinating with custodians and dealers.

  • Support subscription and redemption processing for pooled funds and managed accounts, including NAV verification and settlement confirmation.

  • Monitor corporate action events including dividends, splits, and reorganizations, ensuring accurate account updates.

  • Facilitate end-to-end client onboarding including account opening, KYC/AML processing, and coordination with custodians and transfer agents.

  • Process registered (RRSP, TFSA, RESP, RRIF, LIRA, LIF) and non-registered account applications, ensuring CIRO and FINTRAC compliance.

  • Manage ongoing account maintenance and coordinate with tax, legal, and compliance teams on complex account structures.

  • Support data collection, validation, and delivery for client reporting, regulatory filings, and management information requests.

  • Identify operational inefficiencies and leverage AI and automation tools to streamline processes and improve accuracy.

  • Support special projects including fund launches, platform migrations, and vendor evaluations.

Qualifications:

  • 3 to 5+ years in investment operations, fund administration, or client services within a Canadian wealth management or asset management firm.

  • Working knowledge of trade lifecycle, settlement processes, Canadian account types, and regulatory frameworks (CIRO, NI 31-103, FINTRAC).

  • Bachelor's degree in business, finance, or accounting; CSC or equivalent designation is an asset.

  • Proficiency with portfolio management platforms (e.g., Dataphile, Univeris, IRESS) and advanced Excel skills.

  • Experience with, or strong aptitude to learn, AI and automation tools including LLMs, workflow automation, and intelligent document processing.

  • Strong analytical skills, exceptional attention to detail, and ability to manage high-volume concurrent tasks.

  • Curious, self-motivated, and accountable, with strong communication skills and a continuous improvement mindset.

  • Execution-oriented and fluent in English; proficiency in French is an asset.

Sagard is an equal opportunity employer, which values diversity in the workplace. We are therefore happy to accommodate any individual.

If you require accommodation in order to participate in the hiring process, please contact the People & Culture team to make your needs known in advance.

Sagard may use automated tools, including artificial intelligence, to support certain stages of the recruitment and selection process.

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