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Financial Operations Associate Jobs in Brossard, QC

Mako Fintech

Customer Success Associate

Montreal, QC · On-site +1

... and Revenue Operations to drive adoption, increase upsells, reduce friction, and strengthen ... Understanding of financial workflows, payments, compliance, or financial data systems.

Valnet Inc.

Valnet | Portfolio Associate

Montreal, QC · On-site

Competitive base salary + bonus + benefits The Opportunity Valnet is seeking a Portfolio Associate to own the commercial, financial, and operational performance of one or more digital brands. This ...

Mcgill

Research Associate

Montreal, QC · On-site

The Research Associate will play a central role in the scientific and operational life of the ... finances, procurement, regulatory compliance, and personnel onboarding. They will also contribute ...

Td

Customer Experience Associate

Vaudreuil-dorion, QC · On-site

CA$2.8K/wk

Can you process financial transactions accurately and get a sense of achievement by providing ... Deliver quality customer experiences and recommend operational improvements where opportunity ...

Td

Customer Experience Associate

Montreal, QC · On-site

CA$55/hr

Can you process financial transactions accurately and get a sense of achievement by providing ... Deliver quality customer experiences and recommend operational improvements where opportunity ...

Td

Customer Experience Associate - Dorval

Montreal, QC · On-site

CA$22.50 - CA$28.33/hr

Can you process financial transactions accurately and get a sense of achievement by providing ... Deliver quality customer experiences and recommend operational improvements where opportunity ...

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Financial Operations Associate information

What is a financial operations associate?

Financial Operations Associates are professionals who support the financial activities of an organization, including managing transactions, reconciling accounts, processing invoices, and assisting with budgeting and reporting. They ensure that financial records are accurate and in compliance with regulations. Their role is crucial in maintaining the smooth operation of a company's financial processes and supporting the finance team with daily administrative and analytical tasks.

What are some common challenges financial operations associates face when managing transaction accuracy and reporting deadlines?

Financial Operations Associates often navigate tight deadlines and high transaction volumes, which can make maintaining accuracy a challenge. They must pay close attention to detail when reconciling accounts, processing payments, and preparing financial reports to ensure compliance and avoid discrepancies. Additionally, collaborating with cross-functional teams such as accounting, compliance, and treasury requires strong communication skills to resolve issues efficiently. Adapting to frequent changes in regulations or internal processes is also a key aspect of the role.

What are the key skills and qualifications needed to thrive as a financial operations associate, and why are they important?

To thrive as a Financial Operations Associate, you need strong analytical abilities, attention to detail, and a foundational understanding of accounting or finance principles, often supported by a relevant degree. Familiarity with financial software such as Excel, ERP systems (like SAP or Oracle), and possibly certifications like CPA or CFA are highly valued. Excellent organizational skills, clear communication, and the ability to work collaboratively make someone stand out in this role. These skills ensure accurate financial processing, compliance, and effective coordination within a fast-paced finance environment.
Financial Operations Associate jobs near you
Infographic showing various Financial Operations Associate job openings in Brossard, QC as of August 2026, with employment types broken down into 87% Full Time, 10% Part Time, 1% Temporary, and 2% Contract. Highlights an 93% Physical, 3% Hybrid, and 4% Remote job distribution.

Customer Success Associate

Mako Fintech

Montreal, QC • On-site, Remote

Full-time

PTO

Re-posted 4 days ago

Job description

Company

Mako is a top fintech firm, building software to bring top asset managers into the cloud. Our SaaS platform allows firms to onboard new clients and grow their AUM faster with smart automation and a great user experience.

We're the leading solution in a fast-growing segment that has become a must-have in the wealth industry, and we've ridden our product leadership to profitability, a team of 60 and market leadership.

As we expand our business to domination across Canada and international expansion, we're looking for someone to join our Revenue team, amaze our clients and build great things with us.

The Job

The Customer Success Associate (CSA) supports customers throughout their lifecycle - from onboarding to renewal - ensuring they gain maximum value from Mako. Reporting directly to the Chief Revenue Officer, the CSA partners closely with Post-Launch Engineering, Product, and Revenue Operations to drive adoption, increase upsells, reduce friction, and strengthen longterm customer relationships.

This role is ideal for someone detailoriented, technologically literate, and energized by helping customers succeed in a fastmoving SaaS environment. Specifically, you are responsible for the following tasks:

  • Guide new customers through setup, configuration, and early adoption milestones; ensure smooth handoff from the Sales and Implementation teams.
  • Track usage, engagement, and risk indicators; surface insights to leadership.
  • Identify opportunities to improve or expand the customer's services through client engagement and advocacy
  • Track issues, coordinate with Support and Product to ensure timely resolution.
  • Prepare usage reports and insights for QBRs and renewal conversations.
  • Execute repeatable CS playbooks (renewal prep, adoption nudges, product education).
  • Deliver training sessions, create documentation, and help customers understand new features.
  • Share customer feedback with Product, support revenue motions with Sales, and coordinate internal workflows.
  • Maintain CRM hygiene, update customer notes, and contribute to internal process improvements.


Background

  • Understanding of financial workflows, payments, compliance, or financial data systems.
  • Familiarity with subscription models, usage metrics, and customer lifecycle stages.
  • Strong analytical skills; ability to interpret customer data and identify trends.
  • Excellent communication skills-clear, structured, and customercentric.
  • Experience with CRM and tech tools (HubSpot, JIRA, Power BI, etc.)
  • Ability to manage multiple priorities in a fastpaced environment.
  • A proactive, problemsolving mindset with a focus on customer outcomes.
  • Organized and methodical: great meeting notes, planned approach to meeting targets
  • Bachelor's degree in computer science, math, physics, engineering, or finance from a major Canadian university
  • French-speaking is an asset


Location

Montreal or Toronto preferred


Why you should want this job

  • Top-tier compensation, including a generous commission plan and equity
  • Gold-plated benefits
  • High-end Mac or PC laptop
  • $1000 budget to outfit your home office
  • Unlimited vacation policy

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