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

Ci

Client Services 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 ...

Cavell Risk, Inc.

Associate, Client Experience

Toronto, ON · On-site

CA$50K - CA$70K/yr

The Associate, Client Experience is responsible for supporting the Manager, Client Experience in various tasks to ensure efficient operations and excellent customer service. Their responsibilities ...

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 ...

Td

FP Client Service Associate

Toronto, ON · Remote

CA$52K - CA$74K/yr

The Client Service Associate (CSA) provides a high level of dedicated sales and service support to ... Advanced knowledge of business, operations and regulatory environment * Specialized expertise in ...

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 ...

Ebury

Partner Relationship Associate

Toronto, ON

... us manage operations and registrations with internal areas. What you'll do as a Partner ... standard in client experience * Focus on increasing speed and quality of internal processes

ALO

Sales & Service Lead - Bloor Street

Toronto, ON · On-site

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 Milton, ON

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

Client Services Associate

Ci

Toronto, ON • On-site

CA$42K - CA$71K/yr

Full-time

Medical, Life, Retirement, PTO

Posted 21 days ago

Job description

At CI, we see a great place to work as one that is a safe place for everyone to have a voice, where people are empowered to take ownership over meaningful work, where there is an opportunity to grow through stretching themselves, where they can work on innovative products and projects, and where employees are supported and engaged in doing so.

As Client Service Associate at CI Financial, you will be instrumental in collaborating with internal and external stakeholders to provide exceptional client support to our Financial Advisors. In this role, the successful candidate will work to gather information and create solutions to assist our advisors in their daily operations. The Client Experience Team is the 'go to' for our Investment Advisor clients and the corresponding relationship is based on the trust they have in our expertise and ability to support them effectively. We are looking for someone who works calmly in a fast-paced environment and ensures work is completed in a timely fashion. This is a client-facing role that requires a heightened level of experience working within the financial services industry. After your initial training period, you will service a set group of advisors allowing you to get to know them and their business. You will also be part of a team so that you are working with a consistent group of team members which will empower you to collaborate to provide amazing service.

WHAT YOU WILL DO

  • Collaborate within a team approach to support Advisors in process-related matters and handle complex inquiries.
  • Directly engage with operations and back office team members to process documentation and troubleshoot operational and account issues.
  • Work closely with colleagues across the organization to facilitate daily activities, ensuring seamless operations.
  • Process financial transactions related to Dealer activity, ensuring precision and compliance.
  • Raise and track client and operational issues, promptly escalating matters as required.
  • Apply creative and out-of-the-box thinking when dealing with unique inquiries.

WHAT YOU WILL BRING

  • 2-3 years' experience providing client service in the investment, banking or related industries - focus on very strong client service skills
  • An undergraduate degree in business, finance or a related field
  • Fluency in English (verbal and written)
  • Industry related academic experience (ex. CSC, CPH) or an evidenced commitment towards further education
  • Strong MS Office skills (Outlook, Word and Excel)
  • Team Player with friendly personality and strong communication skills
  • Proven ability to manage high volumes with a positive and professional attitude
  • Calm approach to a dynamic and fast-paced environment
  • Demonstrated collaborative approach to problem-solving
  • Strong communication skills
  • Service-oriented personality

This role follows our inoffice work model and requires employees to be onsite four days per week to support collaboration and business needs.

This opportunity is for an existing vacancy with the company. The anticipated base salary range for this position is $42,500 to $71,000. Exact salary depends on several factors such as experience, skills, education, and budget. Salary range may vary based on geographic location. In addition to base salary, this position is eligible for participation in a bonus program. In addition, The Company offers a variety of benefits to eligible employees, including health insurance coverage, wellness programs, life and disability insurance, retirement savings plans, paid leave programs, education-related programs, paid holidays and vacation time, and many others. Many of these benefits are subsidized or fully paid for by the company.

CI Financial is an independent company offering global wealth management and asset management advisory services through diverse financial services firms. Since 1965, we have consistently anticipated and responded to the changing needs of investors. We are driven by a commitment to provide individuals and institutions with the highest-quality investments and advice. Our commitment to the highest levels of performance means that whatever their position, CI employees must be comfortable in a fast-paced environment that will stretch them to tap into their highest potential. Employees with a healthy dose of ambition, a desire to commit to a curious mindset for continuous learning, and a willingness to go the extra mile thrive at CI.

A Supportive Environment for Success

We offer an in-office environment, competitive benefits, and a supportive workplace to help our employees thrive both personally and professionally.

WHAT WE OFFER

  • Modern HQ location within walking distance from Union Station
  • Training Reimbursement
  • Paid Professional Designations
  • Employee Savings Plan (ESP)
  • Corporate Discount Program
  • Enhanced group benefits
  • Parental Leave Top-up program
  • Paid time off for Volunteering

We are focused on building a diverse and inclusive workforce. If you are excited about this role and are not confident you meet all the qualification requirements, we encourage you to apply to investigate the opportunity further.

Please submit your resume in confidence by clicking "Apply". Only qualified candidates selected for an interview will be contacted. CI Financial Corp. and all of our affiliates ("CI") are committed to fair and accessible employment practices and provide reasonable accommodations for persons with disabilities. If you require accommodations in order to apply for any job opportunities, require this posting in an additional format, or require accommodation at any stage of the recruitment process please contact us ataccessible.recruitment@ci.com, or call 416-364-1145 ext. 4747.

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