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

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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

Oakville, 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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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

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 andmaintaina culture and operation of risk management * Use ...

3PL Inc.

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Production & Packaging Associate

Hamilton, ON · On-site

CA$17.60 - CA$18.25/hr

Production & Packaging Associate Hamilton, ON $17.60-$18.25 per hour Now Hiring: Full-Time, ... Assignment length is based on client operational requirements and may be extended, shortened, or ...

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Private Client Administration Associate

Toronto, ON

CA$42K - CA$71K/yr

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 ...

Royal Bank of Canada

Associate

Toronto, ON

CA$37K - CA$50K/yr

... operations for clients and have the unique opportunity for mentorship, and skill development as ... Completion and monitoring of client documentation and day-to-day cashflow/transfer needs ...

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IA Centralized Client Service Associate

Toronto, ON · On-site

CA$52K - CA$74K/yr

If so, then get onboard for the position of PIA Centralized Client Service Associate . In this role ... Adhere to all policies and procedures and maintain a culture and operation of risk management * Use ...

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All JobsClient Operations Associate JobsClient Operations Associate Jobs in Toronto, 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 are the most commonly searched types of Client Operations jobs in Toronto, ON? The most popular types of Client Operations jobs in Toronto, ON are:
What cities near Toronto, ON are hiring for Client Operations Associate jobs? Cities near Toronto, ON with the most Client Operations Associate job openings:
Client Operations Associate jobs near you
Infographic showing various Client Operations Associate job openings in Toronto, ON as of June 2026, with employment types broken down into 78% Full Time, 20% Part Time, and 2% Contract. Highlights an 93% Physical, 4% Hybrid, and 3% Remote job distribution.

Associate, Client Consultant 2026

Cidel Private Bank

Toronto, ON • On-site

CA$50K - CA$70K/yr

Full-time

Posted 28 days ago

Job description

This posting is for an existing position that is currently vacant.


About Cidel

Cidel is a Canadian-based global private bank and asset manager. We help high net worth individuals, families and institutions protect and grow their wealth. Our expertise spans three well-integrated service areas:

  1. Asset Management,
  2. Planning, Structuring & Trust, and
  3. Specialized Banking

We are a unique firm in the way we combine the scale and capability of a large global bank, with the continuity and genuine commitment to service of a boutique firm.

Description

Cidel is looking for a positive thinking, self-starter with a track-record of high achievement.The Associate, Client Consultant will support members of the institutional and private wealth teams in cultivating and stewarding client relationships. The role requires knowledge of the operational and administrative requirements of client reporting across a full range of investments. The successful candidate must be detail-oriented, with superior analytical skills and a passion for administration. They should possess strong communications skills and have solid analytical skills. Experience working with databases, comfort building queries and a track record of developing reports will be key to success in this role.

Areas of Focus will Include:

  • Generate, review and distribute client asset and performance reports monthly and quarterly;
  • Maintain and develop client reporting tools;
  • Investigate and respond to queries from clients, prospects and/or consultants;
  • Promote efficiencies by contributing to the continuous improvement of processes and procedures.

Requirements

  • One to three years' of relevant experience;
  • Strong sales and customer service orientation;
  • Proficient in Microsoft office;
  • Experience working and querying databases; (SQL is preferred);
  • Comfort interacting with High-Net-Worth clients;
  • Experience working with a CRM system (SalesForce is preferred);
  • Understanding of financial services industry;
  • Excellent oral and written communication skills, proven ability to produce market- ready documents;
  • Ability to manage multiple, complex and high-profile projects with a keen attention to detail, high degree of judgment, insight and

Relevant Qualifications

  • Bachelor's Degree;
  • CSC;
  • Financial experience is preferred;

Salary - $50,000-$70,000 annually, depending on experience and qualifications

Please apply via Bamboo

Please note that artificial intelligence (AI) tools may be used during the recruitment process to assist in screening, assessing, or selecting applicants. All AI assisted evaluations are conducted in accordance with applicable privacy and employment standards.

We welcome applications from individuals of all abilities, backgrounds, and experiences. Reasonable accommodations are available on request for candidates taking part throughout the hiring process to support equitable access and participation. Only successful candidates will be contacted.

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