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

SS&C

Associate Manager, Investor Services

Toronto, ON · Hybrid

CA$65K - CA$85K/yr

Associate Manager, Investor Services Location(s): Mississauga, ON | Toronto, ON, Hybrid Status ... Provide periodic reports & feedback to IS management on investor relation topics, client issues and ...

People Corporation

Benefits Consultant

Toronto, ON · On-site

... client satisfaction and retention * Maintain positive relations with clients, including key ... Group Benefits Associate (GBA) or CEBS designation or currently working towards it What's in it for ...

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Client Relations Associate information

What is a client relations associate?

Client Relations Associates are professionals who act as the main point of contact between a company and its clients. They are responsible for managing client accounts, addressing client inquiries or concerns, and ensuring customer satisfaction. Their role often involves building strong relationships, understanding clients' needs, and coordinating with internal teams to deliver solutions. By maintaining open communication and providing excellent service, Client Relations Associates help foster long-term client loyalty and support business growth.

What are the key skills and qualifications needed to thrive as a client relations associate?

To thrive as a Client Relations Associate, you need strong communication skills, attention to detail, and a background in business, sales, or customer service, often supported by a relevant bachelor's degree. Familiarity with CRM software like Salesforce, proficiency in Microsoft Office, and sometimes experience with help desk or ticketing systems are typically required. Outstanding interpersonal skills, problem-solving ability, and a customer-focused mindset help build lasting client relationships and resolve issues efficiently. These skills and qualities are crucial for maintaining client satisfaction, ensuring repeat business, and supporting the company's reputation.

How does a client relations associate typically collaborate with other departments to resolve client issues?

As a Client Relations Associate, you’ll frequently work cross-functionally with teams such as sales, customer support, and operations to address client needs. When a client issue arises, you may need to coordinate with technical specialists or account managers to gather information and propose solutions. Strong communication skills are essential, as you’ll often serve as the client’s advocate internally, ensuring their concerns are understood and prioritized. This collaborative approach not only helps resolve issues efficiently but also strengthens long-term client satisfaction.

What is the difference between Client Relations Associate vs Customer Service Representative?

AspectClient Relations AssociateCustomer Service Representative
Required CredentialsHigh school diploma or equivalent; some roles prefer bachelor's degreeHigh school diploma or equivalent; some roles may prefer associate's or bachelor's
Work EnvironmentOffice settings, client meetings, account managementCall centers, retail, online support
Employer & Industry UsageFinancial services, consulting, B2B companiesRetail, telecommunications, hospitality
Common Search & ComparisonClient Relations Associate vs Customer Service Representative

The main difference is that Client Relations Associates focus on building long-term relationships with clients, managing accounts, and providing tailored solutions, often in professional or financial industries. Customer Service Representatives typically handle day-to-day inquiries, troubleshooting, and support, mainly in retail or service sectors. While both roles require strong communication skills, Client Relations Associates usually work in more specialized, client-focused environments with a focus on relationship management.

What job categories do people searching Client Relations Associate jobs in Whitby, ON look for?

The top searched job categories for Client Relations Associate jobs in Whitby, ON are:

What cities near Whitby, ON are hiring for Client Relations Associate jobs?

Cities near Whitby, ON with the most Client Relations Associate job openings:

Client Relations Associate jobs near you

Associate Manager, Investor Services

SS&C

Toronto, ON • Hybrid

CA$65K - CA$85K/yr

Full-time

Medical, Dental, Vision, PTO

Re-posted 21 days ago

Key responsibilities

  • Supervise Associates and participate in their performance appraisals and development.

  • Review and discuss fund PPMs/OMs and trade documents, and act as a point of contact for priority fund investors and managers.

  • Review, validate, and process investor transactions, statements, and reports in accordance with fund documents and maintain related databases.

Job description

SS&C is a leading provider of mission-critical, AI-powered technology and services empowering financial services and healthcare organizations to work smarter, faster, and securely. Founded in 1986, SS&C is headquartered in Windsor, Connecticut, and has offices worldwide. More than 23,000 financial services and healthcare organizations, from the world's largest companies to small and mid-market firms, rely on SS&C for expertise, scale, and technology.


Job Description


Associate Manager, Investor Services

Location(s): Mississauga, ON | Toronto, ON, Hybrid

Status: Full Time Permanent

Get To Know Us:

SS&C is leading the way. We continue to look for today's and tomorrow's brightest talent, those that embody a spirit to improve not only their lives, but those around them. From college students to seasoned and experienced professionals, we encourage you to reach out and apply to our welcoming and inclusive environment.

SS&C prides itself on hiring diverse, honest, dynamic individuals, who value collaboration, accountability, integrity, and innovation to name a few. We are a fast-paced environment, who promote flexibility, authenticity and offer a hybrid working model to ensure employees can manage their day and meet both work and personal commitments.

Why You Will Love It Here!

  • Flexibility: Hybrid Work Model & a Business Casual Dress Code, including jeans
  • Your Future: RRSP Matching Program, Professional Development Reimbursement
  • Work/Life Balance: Flexible Personal/Vacation Time Off, Sick Leave, Paid Holidays
  • Your Wellbeing: Medical, Dental, Vision, Employee Assistance Program, Parental Leave
  • Diversity & Inclusion: Committed to Welcoming, Celebrating and Thriving on Diversity
  • Training: Hands-On, Team-Customized, including SS&C Learning Institute
  • Extra Perks: Discounts on fitness clubs, travel and more!
  • Wide-Ranging Perspectives: Committed to Celebrating the Variety of Backgrounds, Talents and Experiences of Our Employees

What You Will Get To Do:

  • Perform day-to-day supervision of Associates including involvement in their performance appraisals and ongoing development.
  • Provide periodic reports & feedback to IS management on investor relation topics, client issues and department initiatives.
  • Review, understand and have ability to discuss fund PPMs/OMs and trade documents.
  • Act as point of contact for priority fund investors and managers.
  • Ability to handle and resolve escalated items.
  • Coordinate new client business meetings, clear communication of launch or conversion requirements.
  • Ability to analyze, establish and review new client launch and conversion fund data in database.
  • Work with external auditors and accounting to complete confirmation and due diligence requests.
  • Review/Validate investor statements against accounting information and distribute investor statements.
  • Review/approve and release wires and maintain wire instructions.
  • Review/process investor transactions in accordance with the Fund's offering documents.
  • Review and distribute reports to accounting/fund managers/investors.
  • Maintain database and dashboard to keep them accurate and current.
  • Performance Letters, K1's, audited financial statements, etc.
  • Review fund manager reports per or upon request. I.e. ERISA, Blue Sky, etc.
  • Respond and resolve inquiries/issues raised by investors, fund managers or internal counterparts.
  • Perform database and application testing as warranted.
  • Perform other duties as requested

What You Will Bring:

  • Bachelor's degree or equivalent work experience
  • Supervisory experience
  • Knowledge of financial services/mutual funds/hedge funds/private equity funds preferred
  • Good Knowledge of Microsoft Office Products
  • Proven Ability to work under pressure and meet deadlines
  • Strong organizational and relationship building skills
  • Proven training skills and adaptable to various software/database applications

We encourage applications from people of all backgrounds to enable us to bring diverse perspectives to our thinking and conversation. SS&C Technologies Canada Corp. fosters a positive, equitable and progressive workforce and is committed to accommodating applicants with disabilities throughout the hiring process. We will work with applicants requesting accommodation at any stage of this process. If you require any accommodation during the application and hiring process, please contact: tacanada@sscinc.com.

No phone calls or email applications please. We thank all candidates for their interest, but only those under consideration will be contacted.

Salary Range: $65,000-$85,000 CAD

This role is posted for a future opportunity; we're actively sourcing candidates for. If you are interested in a future position, please apply.

You need to be legally eligible to work at the location(s) specified above and, where applicable, must be able to provide a valid work or study permit, if selected for an interview.

SS&C uses AI tools to help screen and assess applicants by analyzing resumes and applications to identify candidates whose skills match our needs. These tools support, but do not replace, human decision-making.

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Unless explicitly requested or approached by SS&C Technologies, Inc. or any of its affiliated companies, the company will not accept unsolicited resumes from headhunters, recruitment agencies, or fee-based recruitment services.

Applications will be accepted on an ongoing basis until the position is filled.

SS&C Technologies is an Equal Employment Opportunity employer and does not discriminate against any applicant for employment or employee on the basis of race, color, religious creed, gender, age, marital status, sexual orientation, national origin, disability, veteran status or any other classification protected by applicable discrimination laws.

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