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Client Operations Associate Jobs in Mississauga, ON

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PIA Client Service Associate

Toronto, ON

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 ...

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PIA Client Service Associate

Brampton, ON

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 ...

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PIA Client Service Associate

Markham, ON · 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 ...

PwC

Digital Operations, Senior Associate

Toronto, ON · On-site

CA$84K - CA$134K/yr

... 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 ...

Td

PIA Client Service Associate

Markham, ON · 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 ...

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Private Client Administration Associate

Toronto, ON · On-site

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 ...

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All JobsClient Operations Associate JobsClient Operations Associate Jobs in Mississauga, ON

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 are the most commonly searched types of Client Operations jobs in Mississauga, ON?

The most popular types of Client Operations jobs in Mississauga, ON are:

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

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

Client Operations Associate jobs near you
Infographic showing various Client Operations Associate job openings in Mississauga, ON as of August 2026, with employment types broken down into 88% Full Time, 9% Part Time, 1% Temporary, and 2% Contract. Highlights an 94% Physical, 2% Hybrid, and 4% Remote job distribution.

Wealth Associate (Toronto)

Fidelity International

Toronto, ON • Hybrid

Full-time

Re-posted 12 days ago

Key responsibilities

  • Coordinate and track client onboarding and account opening processes, ensuring accuracy and compliance with regulatory requirements.

  • Support Advisors by executing investment instructions and account changes, and prepare and process client documentation.

  • Build and maintain accurate prospect and client records, prepare client reports and proposals, and respond to client inquiries.

Job description

Job Description

Please Note:

  • You will be working on a Hybrid office schedule as part of Fidelity's dynamic working arrangement.

  • Current work authorization for Canada is required for all openings.

  • Occasional travel is required for this role.

  • The work location for this role is 483 Bay Street in Toronto until approximately late 2026 when the work location will change to the new Mississauga office at 3 Robert Speck Parkway.

Who We Are

At Fidelity, we've been helping Canadian investors build better financial futures for over 35 years. We offer individuals and institutions a range of trusted investment portfolios and services - and we're constantly seeking to find new and better ways to help our clients. As a privately owned company, we boldly embrace innovation in all areas as we continue to grow our business into the future.

Working with us means you'll be part of a diverse and dedicated group of people who make a real difference for our clients and communities every day. You'll have a wide range of opportunities to grow and develop your career in an inclusive environment where you'll feel valued and supported to be your best - both personally and professionally.

What We Do

The Wealth Associate is responsible for advisor support, client on-boarding, sales support and administration.

The successful candidate must have a strong background in portfolio administration and operations. In this role, the Wealth Associate will play a crucial part in managing client onboarding process. As a Wealth Associate, you will oversee various tasks from Fidelity Head Office and clients, while also incorporating responsibilities listed below.

How You'll Make an Impact

Advisor Support and Client Onboarding

  • Work collaboratively with the Advisor to satisfy client needs in a timely, responsive manner

  • Prepare and present reports and recommendations to clients based on Advisors direction

  • Prepare and process client documentation, including account applications, forms, prospect letters and other related paperwork using digital tools

  • Coordinate and track client onboarding and account opening processes, ensuring accuracy and compliance with regulatory requirements.

  • Follow up with clients on missing or incomplete documentation

  • Support Advisors, by executing investment instructions and/or account changes.

  • Proactively identify and implement strategies to address client needs

Sales Support and Client Relationship Management

  • Build and maintain accurate prospect and client records in CRM system

  • Prepare and customize client portfolio reports, presentation materials, proposals and meeting agendas and other materials supporting client meetings

  • Actively support the implementation of client wealth strategies through detailed and accurate management of portfolio administration tasks and activities

  • Respond to client inquiries in a timely, responsive, and professional manner, including executing on client cash management requests

Administration

  • Liaise with the custodian on day-to-day operational matters - Account opening, Transfer initiation and monitoring and perform daily reconciliation duties

  • Manage and coordinate the onboarding process for a new advisor, sometimes with several hundred new clients at the same time

  • Stay updated on industry trends, regulations, and best practices related to financial advisory services to provide input on marketing and client service campaigns

  • Collaborate with internal and external stakeholders, such as operations, compliance, custody and marketing, to ensure seamless client service delivery

What You'll Need

  • Strong industry, product, and wealth management procedures knowledge

  • Exceptional writing, interpersonal and client service skills

  • Detail-oriented with superior organizational skills and the ability to prioritize tasks

  • Team player with the ability to collaborate with cross-functional teams

  • Understanding of regulatory requirements applicable to clients, including KYC/AML regulations

  • Ability to work in a fast-paced, evolving environment crossing multiple channels and/or workstreams

  • Enjoys wearing many hats, rolling up sleeves and getting things done

  • Bilingual in English and French

What We're Looking For

  • Completion of a University degree in Business, Commerce, Finance or related field or equivalent work experience

  • 2-3 years of relevant experience in the wealth management operations space

  • Strong financial planning experience and Salesforce experience/familiarity with Portfolio Management Tools

  • Currently licensed as IR or RR and must have Canadian Securities Course (CSC)& Conduct & Practice Handbook (CPH)

This role requires registration with one or more securities regulators. The incumbent must meet all background investigation requirements, including but not limited to, education, credit, litigation and criminal checks, as required by securities regulators. Continued employment in this role is also contingent upon you meeting the on-going registration requirements.

Total Rewards That Reflect Your Impact

We believe exceptional work deserves exceptional recognition. That's why we offer a competitive compensation package designed to support your success today-and your financial well-being tomorrow.

For this role, your total rewards include:

  • Base Salary and Discretionary Performance Bonus: Total annual cash compensation (base salary plus target bonus) ranges from $79,000 to 90,000, based on your experience and qualifications.

  • RRSP Contribution: After 6 months of employment, we invest in your future with an RRSP contribution-no employee matching required.

We're proud to offer a compensation package that aligns with provincial pay transparency requirements.

This posting represents a future vacancy or multiple future vacancies within our organization.

Some of the ways we'll help you feel valued and supported as part of our team:

  • Flexible working arrangements - 100% remote, hybrid, and in office options

  • Competitive total compensation, including company contributions to your group RRSP without a matching requirement from you

  • Comprehensive health benefits that start on your first day, with 100% employer-paid premiums, that include up to $5000 annually for mental health services and therapy

  • Parental leave top-up to 100% of your salary for a period of 25 weeks

  • Up to $650 for home office equipment

  • Generous time off policy, including 2 paid days annually to volunteer at a charity of your choice

  • Diversity and inclusion programs, including an active network of Employee Resource Groups

  • Extensive professional development opportunities, including access to over 11,000 training and development courses, tuition reimbursement, and monetary rewards for completing a required designation

Fidelity Canada is an equal opportunity employer

Fidelity Canada is committed to fostering a diverse and inclusive workplace. We will consider all qualified applicants for employment regardless of race, color, religion, sex, sexual orientation, gender identity or expression, national or ethnic origin, age, disability, family status, protected veterans' status, Aboriginal/Native American status or any other legally-protected ground.

Accommodation during the application process

Fidelity Canada welcomes and encourages applications from people with disabilities. Accommodations are available on request for candidates taking part in the selection process. If you require an accommodation, please email us at FidelityCanadaStaffing@fidelity.ca.

No telephone inquiries or agencies please. We thank all applicants for their interest, please be advised that only those selected for an interview will be contacted.

Why Work at Fidelity?

We are proud to be recipients of the following:

Awards

Canada's Top 100 Employers
o Greater Toronto's Top Employers
o Canada's Top Family-Friendly Employers
o Canada's Top Employers for Young People
Great Place To Work Certified
o Best Workplaces for Inclusion
o Best Workplaces for Mental Wellness
o Best Workplaces for Today's Youth
o Best Workplaces for Women
o Best Workplaces in Financial Services & Insurance
o Best Workplaces in Ontario
o Best Workplaces with Most Trusted Executive Teams

LinkedIn Top Companies in Canada
Human Resource Director (HRD) - Best Place To Work
o HRD - 5-Star Benefit Program
o HRD - 5-Star Diversity & Inclusion Employer

Designations
Canadian Compassionate Companies - Certified
Benefits Canada's Workplace Benefits Award - Future of Work Strategy
TalentEgg National Recruitment Excellence Award - Special Award for Diversity & Inclusion in Recruiting
Canadian HR Reporter's Most Innovative HR Team

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