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

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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 ...

Td

PIA Client Service Associate

Toronto, 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 ...

Td

PIA Client Service Associate

Toronto, 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 ...

Td

PIA Client Service Associate

Vaughan, 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 ...

Identity Digital

RSP Operations Director

Toronto, ON · Hybrid

CA$123K - CA$163K/yr

Synthesize RSP business data, market trends, and client insights to inform forward-looking ... Provide mentorship and guidance to Account Managers and Associate Account Managers during ...

Identity Digital

RSP Operations Director

Toronto, ON · Hybrid

CA$123K - CA$163K/yr

Synthesize RSP business data, market trends, and client insights to inform forward-looking ... Provide mentorship and guidance to Account Managers and Associate Account Managers during ...

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All JobsClient Operations Associate JobsClient Operations Associate Jobs in Whitby, 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?

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 Whitby, ON are hiring for Client Operations Associate jobs? Cities near Whitby, ON with the most Client Operations Associate job openings:
Client Operations Associate jobs near you
Infographic showing various Client Operations Associate job openings in Whitby, ON as of August 2026, with employment types broken down into 86% Full Time, 11% Part Time, 1% Temporary, and 2% Contract. Highlights an 94% Physical, 2% Hybrid, and 4% Remote job distribution.

Client Experience Associate

Harbourfront Wealth Management

Toronto, ON • On-site

Full-time

Re-posted 5 days ago

Job description

Who we are:
Harbourfront Wealth is a dynamic industry leader specializing in financial services and wealth management. We are a fast-growing wealth management firm with over $16 billion in assets under administration, comprised of five integrated entities: CIRO dealer, investment counsel, asset manager, U.S. Registered Investment Advisor (RIA) and insurance company. At Harbourfront Wealth, our core values start with the belief that great people make great companies.
Career Opportunity:
Cumberland Private Wealth, in partnership with Harbourfront Wealth, is a leading discretionary wealth management firm advising high-net-worth individuals, families, and foundations across Canada. We are seeking a Client Experience Associate plays a key role in supporting Client Portfolio Managers (CPMs) by delivering exceptional administrative, operational, and business development support. This role ensures superior and personalized client experience through diligent account management, client service excellence, and seamless coordination of client-facing activities.
You will be responsible for:
  • Responding promptly and effectively to requests from clients, advisors and CPMs;
  • Completing new client account openings and ensure annual maintenance of existing accounts is accurate, up to date, and compliant with internal policies;
  • Supporting CPMs in all aspects of client relationship management, including preparing materials, scheduling, and organizing client meetings (in person or online);
  • Ensuring that all reports and documents presented to clients (monthly, quarterly and annually) reflect information that is both complete and of the highest quality, and are produced and delivered within the required timelines;
  • Collaborating with other team members in business development initiatives, special events and process improvement projects;
  • Providing reception coverage and event support as required.
 
The ideal candidate for this position can:
  • Demonstrate a commitment to ethical conduct and integrity ensuring all client interactions are handled with professionalism and trustworthiness;
  • Bring an excellent attitude and a dedication to extraordinary service, consistently exceeding expectations;
  • Demonstrate strong interpersonal skills, communicating effectively and collaborating across in‑person, phone, and virtual channels;
  • Showcase exceptional problem-solving abilities, tackling challenges with creativity and confidence;
  • Maintain strong organizational skills to effectively manage tasks and priorities;
  • Excel in dynamic environments and adapt to change with ease, managing a high volume of competing priorities while maintaining focus;
  • Exhibit critical thinking and outstanding communication skills, both written and verbal, to deliver clear and impactful messages;
  • Uphold the highest levels of confidentiality, safeguarding sensitive information and ensuring trust in every interaction.

The ideal candidate for this position has:
  • A bachelor’s degree in business, finance, or related fields is ideal, but equivalent experience will be given consideration;
  • 5+ years in an administrative or client-support role, ideally in financial services, wealth management, or a similar environment;
  • Experience in financial planning is an asset;
  • Registered with CIRO as an Investment Representative (IR) or Registered Representative (RR) or meets the requirements to register;
  • Comfortable with tools like Microsoft Office (Word, Excel, Outlook, Teams) and learning other systems;
Working Conditions:
  • Working hours: standard 40 hours (8:30 -5:30)
  • Completion of tasks within a fixed time frame
  • Occasional requirement to work overtime

Diversity and Inclusion
Diversity is an important value to us. We are committed to providing equal opportunities in employment and to providing a workplace which is free from discrimination and harassment. This means that all job applicants and employees will receive equal treatment regardless of race, colour, ethnic or national origins, sex, marital status, disability, age, sexual orientation, religion, or belief.