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

Td

PIA Client Relationship Associate

Toronto, ON · On-site

CA$45K - CA$59K/yr

If so, then apply for the position of PIA Client Relationship Associate today. In this role, you ... Client service which includes sound operational execution based on knowledge of full service ...

Td

PIA Client Relationship Associate

Brampton, ON

CA$45K - CA$59K/yr

If so, then apply for the position of PIA Client Relationship Associate today. In this role, you ... Knowledge of wealth management and/or operations is an asset * Knowledge of investment products is ...

Walmart

(CAN) Client Partner

Mississauga, ON · On-site

... operational excellence Qualifications * Experience managing enterprise client relationships ... Demonstrates and encourages respect for others; drives a positive associate and customer experience ...

Factory Tile Depot

Warehouse Operations

Oakville, ON

CA$37K/yr

... Operations Associate. Who are We?: We're Factory Tile Depot, a young, dynamic, growing company ... Load and unload client and vendor vehicles * Perform regular cycle counts and monitor stock levels ...

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 ...

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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.
Client Operations Associate jobs near you
Alternative Ops Transfer Agency, Associate 2

Alternative Ops Transfer Agency, Associate 2

State Street Global Advisors

Toronto, ON

CA$45K - CA$67K/yr

Full-time

Posted 15 days ago

Job description

Who we are looking for

The ideal candidate should have financial service experience and the ability to manage multiple tasks in a fast-paced and dynamic environment.

Why this role is important to us

The team you will be joining plays an important role in the overall success of the organization. Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. To make that happen we need teams like yours to help navigate employees and the organization as a whole. In your role you will strive for cutting-edge solutions, that are straightforward and scalable. You will help us build resilience and execute day to day deliverables at our best. Join us if making your mark in the financial services industry from day one is a challenge you are up for.

What you will be responsible for

As an Associate II in the Transfer Agency Team, you will:

  • Responsible for day to day operations of groups by managing workflows.

  • Develop and maintain strong client relationships.

  • Collaborate with other TA business units as well as other departments within State Street

  • Responsible for managing client Service Level Agreements and ensuring they are met.

  • Responsible for managing internal and external KPI's and ensuring they are met.

  • Work on other projects or tasks as assigned.

What we value

These skills will help you succeed in this role

  • Taking Ownership and Initiative

  • Ensuring accuracy and quality - detail oriented

  • Strong organizational and analytical skills

  • Time management skills - ability to prioritize

  • Providing outstanding service

  • Effective Communication

  • Fostering Collaboration and Teamwork

Education & Preferred Qualifications

  • BS/BA (optional)

  • Must have 1 - 2 years of mutual fund operations experience

  • Proficient in MS Office 365 (Excel, PowerPoint, PowerBI, etc.)

About State Street

What we do. State Street is one of the largest custodian banks, asset managers and asset intelligence companies in the world. From technology to product innovation we're making our mark on the financial services industry. For more than two centuries, we've been helping our clients safeguard and steward the investments of millions of people. We provide investment servicing, data & analytics, investment research & trading and investment management to institutional clients.

Work, Live and Grow. We make all efforts to create a great work environment. Our benefits packages are competitive and comprehensive. Details vary in locations, but you may expect generous medical care, insurance and savings plans among other perks. You'll have access to flexible Work Program to help you match your needs. And our wealth of development programs and educational support will help you reach your full potential.

Inclusion, Diversity and Social Responsibility. We truly believe our employees' diverse backgrounds, experiences and perspective are a powerful contributor to creating an inclusive environment where everyone can thrive and reach their maximum potential while adding value to both our organization and our clients. We warmly welcome the candidates of diverse origin, background, ability, age, sexual orientation, gender identity and personality. Another fundamental value at State Street is active engagement with our communities around the world, both as a partner and a leader. You will have tools to help balance your professional and personal life, paid volunteer days, matching gift program and access to employee networks that help you stay connected to what matters to you.

State Street is an equal opportunity and affirmative action employer.

Discover more at StateStreet.com/careers

Salary Range:

$45,000 - $67,500 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.

Discover more information on jobs at StateStreet.com/careers

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