The Role The Associate, Client Data Operations (CDO), supports the day-to-day management, analysis, reporting and control of client onboarding, KYC/AML and regulatory onboarding data. The role helps ...
The Role The Associate, Client Data Operations (CDO), supports the day-to-day management, analysis, reporting and control of client onboarding, KYC/AML and regulatory onboarding data. The role helps ...
We are seeking a Client Experience Associate plays a key role in supporting Client Portfolio ... Ensuring that all reports and documents presented to clients (monthly, quarterly and annually ...
Quick apply
We are seeking a Client Experience Associate plays a key role in supporting Client Portfolio ... Ensuring that all reports and documents presented to clients (monthly, quarterly and annually ...
With over $1 trillion in client assets under administration, we offer fund administration, banking ... Prepare or co-ordinate and review all client regulatory reporting deliverables and associated ...
Quick apply
With over $1 trillion in client assets under administration, we offer fund administration, banking ... Prepare or co-ordinate and review all client regulatory reporting deliverables and associated ...
Wealth Associates will be supported in their development through the Wealth Associate Advancement ... client portfolio reports, presentation materials, proposals, meeting agendas and other materials ...
Wealth Associates will be supported in their development through the Wealth Associate Advancement ... client portfolio reports, presentation materials, proposals, meeting agendas and other materials ...
Wealth Associate (Toronto)
Toronto, ON ยท Hybrid
What We Do The Wealth Associate is responsible for advisor support, client on-boarding, sales ... Prepare and customize client portfolio reports, presentation materials, proposals and meeting ...
Wealth Associate (Toronto)
Toronto, ON ยท Hybrid
What We Do The Wealth Associate is responsible for advisor support, client on-boarding, sales ... Prepare and customize client portfolio reports, presentation materials, proposals and meeting ...
Wealth Associates will be supported in their development through the Wealth Associate Advancement ... client portfolio reports, presentation materials, proposals, meeting agendas and other materials ...
Wealth Associates will be supported in their development through the Wealth Associate Advancement ... client portfolio reports, presentation materials, proposals, meeting agendas and other materials ...
Wealth Associates will be supported in their development through the Wealth Associate Advancement ... client portfolio reports, presentation materials, proposals, meeting agendas and other materials ...
Wealth Associates will be supported in their development through the Wealth Associate Advancement ... client portfolio reports, presentation materials, proposals, meeting agendas and other materials ...
We are looking for a Senior Associate, Client Service to join our Canada team and contribute to ... Produce high-quality reports and presentations that translate findings into clear recommendations.
We are looking for a Senior Associate, Client Service to join our Canada team and contribute to ... Produce high-quality reports and presentations that translate findings into clear recommendations.
Associate Portfolio Manager, Private Credit
Toronto, ON ยท Hybrid
CA$135K - CA$176K/yr
IMCO is looking for a highly motivated Associate Portfolio Manager, to join the Global Credit ... directors, and client reporting requirements. * Contribute to ad-hoc projects as required to ...
Associate Portfolio Manager, Private Credit
Toronto, ON ยท Hybrid
CA$135K - CA$176K/yr
IMCO is looking for a highly motivated Associate Portfolio Manager, to join the Global Credit ... directors, and client reporting requirements. * Contribute to ad-hoc projects as required to ...
Associate Director, Client Success (Remote)
Toronto, ON ยท Remote
CA$102K - CA$131K/yr
Associate Director, Client Success Department ... Sales, Marketing and Customer Solutions (SMCS) Reporting to: Director, Client Success and Business ...
New
Associate Director, Client Success (Remote)
Toronto, ON ยท Remote
CA$102K - CA$131K/yr
Associate Director, Client Success Department ... Sales, Marketing and Customer Solutions (SMCS) Reporting to: Director, Client Success and Business ...
New
Client Service Associate
Waterloo, ON ยท On-site
Generates reports and documents for IAs and clients as requested and processes items for client accounts and files. * Maintains and organizes client database and client files. * Monitors incoming and ...
Client Service Associate
Waterloo, ON ยท On-site
Generates reports and documents for IAs and clients as requested and processes items for client accounts and files. * Maintains and organizes client database and client files. * Monitors incoming and ...
Client Service Associate
Waterloo, ON ยท On-site
Generates reports and documents for IAs and clients as requested and processes items for client accounts and files. * Maintains and organizes client database and client files. * Monitors incoming and ...
Client Service Associate
Waterloo, ON ยท On-site
Generates reports and documents for IAs and clients as requested and processes items for client accounts and files. * Maintains and organizes client database and client files. * Monitors incoming and ...
The Role The Associate, Client Data Operations (CDO), supports the day-to-day management, analysis, reporting and control of client onboarding, KYC/AML and regulatory onboarding data. The role helps ...
The Role The Associate, Client Data Operations (CDO), supports the day-to-day management, analysis, reporting and control of client onboarding, KYC/AML and regulatory onboarding data. The role helps ...
Associate in Science Degree * Graduate Degree * Some College * Bachelor of Arts Degree or ... in client service management. Knowledge, Skill and Ability Requirements: * Must be able to ...
Associate in Science Degree * Graduate Degree * Some College * Bachelor of Arts Degree or ... in client service management. Knowledge, Skill and Ability Requirements: * Must be able to ...
Reporting to the Director of Client Services, you will be accountable for successfully completing ... Associate and/or Team Leader. Who you are * You have a degree or diploma. In Business ...
Reporting to the Director of Client Services, you will be accountable for successfully completing ... Associate and/or Team Leader. Who you are * You have a degree or diploma. In Business ...
Senior Investor Relations Administrator (Private Assets)
Toronto, ON ยท On-site
CA$62K - CA$72K/yr
Develop and review custom client reporting; liaise with IT to automate custom reporting * Review investor and client correspondence * Ensure adherence to controls and procedures; prepare and ...
Senior Investor Relations Administrator (Private Assets)
Toronto, ON ยท On-site
CA$62K - CA$72K/yr
Develop and review custom client reporting; liaise with IT to automate custom reporting * Review investor and client correspondence * Ensure adherence to controls and procedures; prepare and ...
Reporting to the Director of Client Services, you will be accountable for successfully completing ... Associate and/or Team Leader. Who you are * You have a degree or diploma. In Business ...
Reporting to the Director of Client Services, you will be accountable for successfully completing ... Associate and/or Team Leader. Who you are * You have a degree or diploma. In Business ...
The Associate Director plays a key role in developing and executing upon the Client & Account Data ... Work closely with IT teams to update new logic changes to ensure the reports meet current standards
The Associate Director plays a key role in developing and executing upon the Client & Account Data ... Work closely with IT teams to update new logic changes to ensure the reports meet current standards
PIA Client Service Associate
Markham, ON ยท 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 ... Create reports for analysis of client accounts; communicate with customers to provide mentorship on ...
New
PIA Client Service Associate
Markham, ON ยท 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 ... Create reports for analysis of client accounts; communicate with customers to provide mentorship on ...
New
PIA Client Service Associate
Toronto, ON ยท 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 ... Create reports for analysis of client accounts; communicate with customers to provide mentorship on ...
PIA Client Service Associate
Toronto, ON ยท 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 ... Create reports for analysis of client accounts; communicate with customers to provide mentorship on ...
Client Reporting Associate information
See Ontario salary details
$11.06 - $15.14
5% of jobs
$15.14 - $19.23
10% of jobs
$19.23 - $23.32
10% of jobs
$23.41 is the 25th percentile. Wages below this are outliers.
$23.32 - $27.40
24% of jobs
The median wage is $27.59 / hr.
$27.40 - $31.49
23% of jobs
$32.63 is the 75th percentile. Wages above this are outliers.
$31.49 - $35.58
10% of jobs
$35.58 - $39.66
9% of jobs
$39.66 - $43.75
5% of jobs
$43.75 - $47.84
2% of jobs
$47.84 - $51.92
1% of jobs
$51.92 - $56.01
1% of jobs
$11
$30
$56
How much do client reporting associate jobs pay per hour?
What does a client reporting associate do?
What are some common challenges faced by client reporting associates, and how are they typically addressed in the workplace?
What are the key skills and qualifications needed to thrive as a client reporting associate, and why are they important?
What is the difference between Client Reporting Associate vs Client Service Associate?
| Aspect | Client Reporting Associate | Client Service Associate |
|---|---|---|
| Required Credentials | Bachelor's degree, familiarity with reporting tools | Bachelor's degree, strong communication skills |
| Work Environment | Data analysis, report preparation, client reporting | Client communication, account management |
| Employer & Industry Usage | Financial services, asset management | Banking, financial institutions |
| Common Search & Comparison | Focus on reporting and data analysis | Focus on client interaction and support |
The main difference is that a Client Reporting Associate primarily handles preparing and analyzing client reports, while a Client Service Associate focuses on direct client communication and support. Both roles require strong communication skills and familiarity with financial data, but their daily tasks and focus areas differ.

Job description
Requisition ID: 268038ย
Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.
The Role
The Associate, Client Data Operations (CDO), supports the day-to-day management, analysis, reporting and control of client onboarding, KYC/AML and regulatory onboarding data. The role helps drive operational efficiency, risk management and data governance across GBM Client Onboarding by maintaining reporting processes, Regulatory Onboarding / Good-to-Trade portals, dashboards, extracts and management information used by onboarding, front office, compliance, risk, operations and technology stakeholders.
The Associate partners with onboarding analysts, management, project teams, technology, control and compliance stakeholders to understand onboarding processes, regulatory requirements and counterparty data flows, and to recommend reporting, analytics and technology-enabled solutions that improve decision making, transparency and control.
Is this role right for you? In this role, you will:
- Support, maintain and enhance onboarding reporting processes, Regulatory Onboarding / Good-to-Trade portals, dashboards and related data extracts.
- Design, produce and publish accurate, timely operational reports, KRI/KPI dashboards, management information and executive materials using complex counterparty and onboarding data.
- Analyze counterparty, KYC/AML, regulatory onboarding and operational data to identify trends, exceptions, data quality issues, control gaps and process improvement opportunities.
- Assess the impact of process, policy, procedural and regulatory changes on applications, reporting outputs, data capture requirements and operational controls, and propose practical process or technology solutions.
- Liaise with technology partners and business stakeholders to implement change requests, support testing, validate production releases and resolve reporting or system issues.
- Support cross-functional initiatives involving GBM Client Onboarding systems, regulatory data flows, counterparty scoping, business transformation, reporting automation and data governance.
- Act as a subject matter resource on the availability, structure and interpretation of counterparty data used for analytics, regulatory scoping, control reporting and management information.
- Maintain process documentation, data dictionaries, queries, audit trails, requirements, test scripts and process flows to support the administration, control and governance of onboarding platforms and reporting processes.
- Prepare and quality-assure recurring and ad hoc reports for regulatory, operational, audit, control and management reporting needs using approved data sources.
- Continuously build knowledge of business strategies, regulatory requirements, risk practices, products, operational processes, onboarding technology and reporting tools.
- Understand how the Bank's risk appetite and risk culture should be considered in day-to-day activities and decisions.
- Promote efficient operations and effective day-to-day controls to meet operational risk, regulatory compliance, AML/ATF and conduct risk obligations.
- Contribute to a high-performance, inclusive environment through knowledge sharing, collaboration, continuous improvement and stakeholder engagement.
Do you have the skills that will enable you to succeed in this role? - We'd love to work with you if you have:
- Requires strong Microsoft Excel and data reconciliation skills; working knowledge of SQL, VBA, Power Platform, Power BI, Tableau or similar business intelligence tools is an asset.
- Requires knowledge of financial markets, capital markets products, client onboarding, KYC/AML, OTC regulatory onboarding, counterparty data and regulatory compliance obligations.
- Experience in reporting, analytics, business intelligence, process improvement, data governance, operational controls, systems change or business transformation within a global financial institution is preferred.
What's in it for you?
- A rewarding career path with diverse opportunities for professional development
- An organization committed to making a difference in our communities - for you and our customers.
- A competitive rewards program including bonus, flexible vacation, personal and sick days, and comprehensive benefits that start on your first day.
- Diversity, Equity, Inclusion & Allyship - We strive to create an inclusive culture where every employee is empowered to reach their fullest potential, respected for who they are, and are embraced through bias-free practices and inclusive values across Scotiabank. We embrace diversity and provide opportunities for all employees to learn, grow & participate through our various Employee Resource Groups (ERGs) that span across diverse gender identities, ethnicity, race, age, ability & veterans.
- Accessibility and Workplace Accommodations - We value the unique skills and experiences every individual brings to the Bank and are committed to creating and maintaining an inclusive and accessible environment for everyone. Scotiabank continues to locate, remove and prevent barriers so that we can build a diverse and inclusive environment while meeting accessibility requirements.
Location(s): ย Canada : Ontario : Torontoย
Scotiabank is a leading bank in the Americas. Guided by our purpose: "for every future", we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets.ย ย
At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let ourย Recruitment team know. If you require technical assistance, please click here. Candidates must apply directly online to be considered for this role. We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted.
About Scotiabank
Sourced by ZipRecruiter
Industry
Banking and credit intermediation
Company size
10,000+ Employees
Headquarters location
New York, NY, US