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

Aerotek

Business Operations Associate

Mississauga, ON

CA$1.0K/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 ...

Aston Carter

Business Operations Associate

Toronto, ON · On-site

Business Operations Associate The Business Operations Associate supports the seamless movement of client funds between institutions by executing fast, reliable, and accurate transfer processes. This ...

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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 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
Operations Client Service, Senior Associate

Operations Client Service, Senior Associate

State Street Global Advisors

Toronto, ON • On-site

CA$51K - CA$84K/yr

Full-time

Posted 25 days ago

Job description

Why this Job is important to us

State Street Global Delivery provides asset owners and asset managers access to financial information and tools essential for effective investment solutions. From core custody, accounting, fund administration, shareholder recordkeeping, and performance, to complete operations solutions and servicing for alternative assets like OTC derivatives, private equity and real estate. Our services help our clients make better investment choices and generate wealth for their customers and beneficiaries.

What you will be responsible for

  • Respond in a timely manner to inquiries from external and internal clients (COEs, BU Shared Services and BU Accounting Operations)
  • Assist with Account Administration including account openings, billing set up, tax reclaims/tax documentation, market openings/exits/updates, security registration/system access/ID administration and FAR set up
  • Assist with online support for various client-facing applications
  • Ensure timely and accurate production of client-customized reporting and collects data and produces customer report cards
  • Assist with data collection for risk/compliance reporting
  • Elevates unresolved issues/problems to manager/officer.
  • May monitor and review daily work of Client Operations Associates to ensure accurate and timely execution.
  • Provides on the job training to new staff and assists new staff with attainment of understanding of job responsibilities.
  • During the course of normal day to day operation, be responsible for identifying any unusual or potentially suspicious transaction activity and must report and/or escalate in accordance with corporate policy and guidelines detailed in relevant operating procedures

Education and Preferred Qualifications

  • Bachelor's degree with business related coursework or equivalent. B.S. degree in Accounting or Finance preferred.
  • 2+ years of related custody and/ or fund accounting experience is an asset.
  • Knowledge of securities markets, language and products as well as legal and regulatory requirements.
  • Strong knowledge of MS Office applications, and spreadsheet proficiency.
  • Strong organizational skills and ability to prioritize assignments under tight deadlines
  • Strong interpersonal and communication skills in both verbal and written forms in English.
  • Ability to work as a team player
  • Ability to prioritize assignments under tight deadlines
  • Understanding of operational functions within both custody and fund accounting.

Salary Range:

$51,000 - $84,000 Annual

The range quoted above applies to the role in the primary location specified. If the candidate would ultimately work outside of the primary location above, the applicable range could differ.

About State Street

Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. We keep our clients at the heart of everything we do, and smart, engaged employees are essential to our continued success.

We are committed to fostering an environment where every employee feels valued and empowered to reach their full potential. As an essential partner in our shared success, you'll benefit from inclusive development opportunities, flexible work-life support, paid volunteer days, and vibrant employee networks that keep you connected to what matters most. Join us in shaping the future.

As an Equal Opportunity Employer, we consider all qualified applicants for all positions without regard to race, creed, color, religion, national origin, ancestry, ethnicity, age, disability, genetic information, sex, sexual orientation, gender identity or expression, citizenship, marital status, domestic partnership or civil union status, familial status, military and veteran status, and other characteristics protected by applicable law.

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