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

Raymond James Ltd.

Branch Assistant

Ottawa, ON · On-site

CA$50K - CA$55K/yr

The primary role of Receptionist/Branch Assistant is to provide operational and administrative ... Handle and correctly escalate urgent incoming client calls; * Receive and process all cheques ...

Tory Burch

Support Associate

Ottawa, ON · On-site

... house operations. You're also resourceful and collaborative, highly motivated and efficient. A ... Client & Brand Focused - We put ourselves in Tory's shoes * Live the Values - We show up for each ...

Tory Burch

Support Associate

Ottawa, ON · On-site

... house operations. You're also resourceful and collaborative, highly motivated and efficient. A ... Client & Brand Focused - We put ourselves in Tory's shoes * Live the Values - We show up for each ...

Td

Customer Experience Associate

Ottawa, ON · On-site

Contribute to business objectives for Operational Excellence * Support the timely and accurate ... TD is deeply committed to being a leader in client experience, that is why we believe that all ...

Td

Customer Experience Associate

Ottawa, ON · On-site

Contribute to business objectives for Operational Excellence * Support the timely and accurate ... TD is deeply committed to being a leader in client experience, that is why we believe that all ...

Assent

Sr. Customer Success Manager

Ottawa, ON · Hybrid

... operational costs, and build trust across every tier of the value chain. From human rights and ... Available to provide best practice and guidance where needed for Associate CSMs and CSMs for client ...

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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?

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 cities near Ottawa, ON are hiring for Client Operations Associate jobs? Cities near Ottawa, ON with the most Client Operations Associate job openings:
Client Operations Associate jobs near you
Infographic showing various Client Operations Associate job openings in Ottawa, ON as of August 2026, with employment types broken down into 78% Full Time, 18% Part Time, 1% Temporary, and 3% Contract. Highlights an 94% Physical, 2% Hybrid, and 4% Remote job distribution.

Senior Associate, Salesforce Business Analyst

PwC

Ottawa, ON • On-site

CA$84K - CA$134K/yr

Full-time

Re-posted 12 days ago

PwC rating

8.3

Company rating: 8.3 out of 10

Based on 76 frontline employees who took The Breakroom Quiz

27th of 72 rated business consultants

Job description

Line of Service

Advisory

Industry/Sector

Not Applicable

Specialism

Salesforce

Management Level

Senior Associate

Job Description & Summary

At PwC, our people in business application consulting specialise in consulting services for a variety of business applications, helping clients optimise operational efficiency. These individuals analyse client needs, implement software solutions, and provide training and support for seamless integration and utilisation of business applications, enabling clients to achieve their strategic objectives.
As a Salesforce consulting generalist at PwC, you will possess a broad range of consulting skills and experience across various Salesforce applications. You will provide consulting services to clients, analysing their needs, implementing software solutions, and offering training and support for effective utilisation of Salesforce applications. Your versatile knowledge will allow you to assist clients in optimising operational efficiency and achieving their strategic objectives.

The Opportunity:

AsaSenior Associate, Salesforce Business Analyst,unlock your potential and embrace the chance to drive meaningful outcomesthat'llelevate your career. Your role will include, butisn'tlimited to:

  • Lead requirements gathering sessions with business and operational stakeholders

  • Translate business needs into user stories, process flows, and functional requirements

  • Collaborate closely with developers and UX consultants to shapeend-to-endsolutions

  • Configure Salesforce solutions using declarative tools to support business workflows

  • Support testing, validation,planningand change management activities

  • Maintaintraceability artifacts that support delivery governance

  • Ensure solutions align with enterprise standards and delivery best practices

What You'll Bring:
Your skills, knowledge, and experiences are what set you apart.Here'swhat we look for:

  • 2+ years of experience with the Salesforce platform (analysis and/or configuration)

  • Strong experience with:

    • Requirements gathering and stakeholder engagement

    • User stories, acceptance criteria, and process documentation

    • Salesforce data modelsand workflow configuration

  • Experience working in crossfunctionaland diverseconsulting or delivery teams

  • Salesforcecertifications such as Administrator,Business Analyst,App Builderor Service Cloud Consultant

  • Experience delivering Salesforce solutions in healthcare, public sector, or human services contexts

  • Exposure to Service CloudorHealth Cloud/ Home Health

  • Experience supporting mobile orfield-basedservice workflows

  • Familiarity with data privacy, compliance, or regulated operating environments

  • Comfortable using AI with clear expectation of human review

  • As a requirement, a Security Clearance is mandatory for all staffwho'llbe engaged on these assignments. Prior to applying, please review theGovernment of Canadawebsite to ensure you meet the eligibility requirements to obtain this clearance.This'llbecome a condition of your employment with PwC should you receive an offer from us.

This newly created role reflects our commitment to growth and delivering distinctive value for our clients and stakeholders.

The salary range for this position is $84,700 - $134,700. The posted salary range represents the expected hiring range for PwC locations in major city centres. Given our national recruiting approach, ranges may vary for positions in other locations. At PwC Canada, base salary is determined by your skills, experience, qualifications and work location. In addition to base salary, eligible employees may have opportunities to participate in variable incentive pay programs which are designed to reward individual and firm-wide achievements. We are committed to offering competitive compensation and adhere to all relevant pay transparency legislation. During the hiring process, our Talent Acquisition team will provide details about our comprehensive total rewards package.

Whyyou'lllove PwC

We'reinspiring and empowering our people to change the world. Powered by the latest technology,you'llbe a part of diverse teams helping public and private clients build trust and deliver sustained outcomes. This meaningful work, and our continuous development environment, will take your career to the next level. We reward your impact, and support your wellbeing, through a competitive compensation package, inclusive benefits and flexibility programs that will help you thrive in work and life. Learn more about our Application Process and Total Rewards Package at:https://jobs-ca.pwc.com/ca/en/life-at-pwc

PwC Canada acknowledges that we work and live across Turtle Island, on the land that is now known as Canada, which are the lands of the ancestral, treaty and unceded territories of the First Nations,Metisand Inuit Peoples. We recognize the systemic racism,colonialismand oppression that Indigenous Peoples have experienced and still go through, and we commit to allyship and solidarity.

Education (if blank, degree and/or field of study not specified)

Degrees/Field of Study required:Degrees/Field of Study preferred:

Certifications (if blank, certifications not specified)

Required Skills

Optional Skills

Accepting Feedback, Accepting Feedback, Active Listening, Analytical Thinking, Application Software, Business Model Development, Business Process Modeling, Business Systems, Communication, Creativity, Developing Training Materials, Embracing Change, Emerging Technologies, Emotional Regulation, Empathy, Enterprise Integration, Enterprise Software, Implementation Research, Implementation Support, Implementing Technology, Inclusion, Innovative Design, Intellectual Curiosity, IT Infrastructure, Learning Agility {+ 18 more}

Desired Languages (If blank, desired languages not specified)

Travel Requirements

Not Specified

Available for Work Visa Sponsorship?

No

Government Clearance Required?

No

Job Posting End Date

We're committed to providing accommodation throughout the application, interview, and employment process. If you require accommodation to be at your best, please let us know during the application process.The use of artificial intelligence (AI) in recruiting is just getting started, so we know you have questions about how and why we use it. At certain points during our recruiting process, we rely on AI to improve your experience. This could be during resume review or curating personalized job recommendations, asking you clarifying questions via a chatbot or during our interview scheduling to improve your experience. Our use of AI helps ensure we combat bias by evaluating candidates equally and fairly, without seeing identity information, such as your name, or gender for example). AI also helps us better predict successful hires by reviewing all applicants for a role and the relationship between your skills, experience and likely success at PwC Canada. While AI supports parts of our recruitment process, final hiring decisions always involve human review. For more information about our use and protection of your data, please refer to our Privacy Policy (https://www.pwc.com/ca/en/privacy-policy.html).Nous tenons a repondre a vos besoins tout au long du processus de demande d'emploi, d'entrevue et d'embauche. Si vous avez besoin de mesures d'adaptation pour etre parfaitement a l'aise, faites-le-nous savoir a l'etape de la demande d'emploi.L'utilisation de l'intelligence artificielle (IA) dans le domaine du recrutement en est a ses balbutiements. Nous savons que vous pourriez vous demander comment et pourquoi nous y avons recours. A certains stades de notre processus de recrutement, nous comptons sur l'IA pour ameliorer votre experience. Par exemple, pendant l'examen du curriculum vit ou l'elaboration d'une liste de recommandations personnalisees, un agent conversationnel pourrait vous demander des precisions ou fixer avec vous un rendez-vous pour l'entrevue. L'IA nous aide a mieux lutter contre les prejuges, car l'evaluation des candidats se fait de facon juste et equitable, sans que les informations d'identification comme le nom ou le sexe soient connues. Elle nous permet egalement de mieux reperer les bons candidats pour un poste et d'evaluer le lien entre leurs competences, leur experience et leurs chances de reussir chez PwC Canada. Bien que l'IA facilite certaines etapes de notre processus de recrutement, les decisions finales d'embauche sont toujours prises par des personnes. Pour en savoir plus sur l'utilisation et la protection de vos donnees personnelles, consultez notre politique sur la protection des renseignements confidentiels (https://www.pwc.com/ca/fr/privacy-policy.html).

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