Associate, Client Service & Operations

Accountabilities

Coordinate and execute client onboarding activities to ensure clients can begin conducting transactions as quickly and efficiently as possible.
Communicate clearly and proactively with clients throughout the onboarding process, providing accurate information, timely updates, and informed responses to their questions.
Collect, verify, organize, and maintain client documentation to ensure completeness, accuracy, and compliance with internal requirements.
Coordinate with internal teams and external stakeholders to gather required information, resolve onboarding issues, and facilitate smooth workflow execution.
Ensure compliance with applicable laws, regulations, internal policies, documented procedures, and regional regulatory requirements.
Record client requests, track issues, and maintain accurate documentation within designated systems, ensuring adherence to established service and recordkeeping standards.
Analyze operational data and business information to identify trends, assess challenges, and provide actionable recommendations.
Prepare recurring and ad hoc reports, dashboards, and other analytical materials to support operational monitoring and decision-making.
Contribute to the development of solutions and recommendations aligned with business strategies, client needs, and stakeholder expectations.
Support the implementation of strategic initiatives and operational changes in collaboration with relevant internal and external partners.
Identify root causes of problems, exercise sound judgment, and resolve complex or unusual situations within established authority limits, escalating issues when necessary.
Build and maintain effective relationships with stakeholders to promote collaboration, ensure alignment, and improve the overall client experience.
Identify opportunities to streamline onboarding processes, strengthen operational efficiency, and improve service quality.
Contribute to operational planning, program implementation, and continuous improvement initiatives.
Apply risk management principles when making decisions, protecting organizational assets and ensuring that activities remain aligned with approved risk frameworks and applicable policies.
Requirements
Approximately 4–6 years of relevant professional experience, supported by a post-secondary degree or diploma in a related field, or an equivalent combination of education and experience.
Strong technical proficiency acquired through formal education or practical professional experience.
Excellent written and verbal communication skills, with the ability to convey information clearly and professionally to clients and diverse stakeholders.
Proven collaboration and teamwork abilities, with experience building effective relationships across internal departments and external partners.
Strong analytical and problem-solving skills, including the ability to investigate issues, identify root causes, and recommend practical solutions.
Demonstrated ability to influence stakeholders, coordinate activities, and support decisions that align with business objectives.
Strong data-driven decision-making skills, with the ability to interpret information, identify trends, and translate findings into actionable recommendations.
Excellent organizational and time management skills, with the ability to manage multiple requests, complex tasks, and competing priorities independently.
High attention to detail and a commitment to documentation accuracy, confidentiality, regulatory compliance, and operational quality.
Sound judgment and an understanding of risk management principles, including the ability to recognize potential issues and escalate concerns appropriately.
A client-focused mindset, with a commitment to delivering responsive, efficient, and high-quality service throughout the onboarding process.
Adaptability and initiative, with the ability to work independently on varied assignments while contributing to broader team and organizational objectives.
Must be based in Canada and able to work remotely or in accordance with the position's applicable location requirements.
Benefits
Competitive annual salary: CAD $50,000–$100,000, depending on location, experience, education, skills, and qualifications.
Performance-based compensation: Potential eligibility for performance bonuses, discretionary incentives, and other rewards, depending on the compensation structure.
Health and wellness coverage: Access to health insurance and other eligible employee protection benefits.
Life and accident insurance: Coverage options to support financial protection and peace of mind.
Retirement savings plans: Access to retirement savings programs to support long-term financial well-being.
Tuition reimbursement: Opportunities for financial support toward eligible education and professional development.
Learning and development: Access to training, coaching, leadership support, and resources to strengthen professional capabilities.
Career growth opportunities: The opportunity to expand your skills, take on new responsibilities, and develop within a collaborative financial services environment.
Inclusive workplace: A commitment to accessibility, respect, and equal opportunity, with accommodations available throughout the recruitment process upon request.
Flexible work arrangements: A remote work option is listed for Ontario; specific arrangements and eligibility should be confirmed with the hiring team.