Associate, Client Service & Operations

This position is listed on behalf of a partner company, which manages all applications and next steps. Our partner is looking for an Associate, Client Service & Operations based in Canada.

The Associate, Client Service & Operations will play an important role in delivering a seamless client onboarding experience within a dynamic financial services environment. This position focuses on coordinating onboarding activities, ensuring documentation is complete and accurate, and helping clients access the services they need as efficiently as possible. You will collaborate with internal teams and external stakeholders to manage requirements, resolve issues, and ensure compliance with applicable policies and regulations. The role also involves analyzing operational data, preparing reports, and identifying opportunities to improve processes and service delivery. You will exercise independent judgment, manage complex requests, and contribute to strategic initiatives that enhance operational effectiveness. This is an excellent opportunity for a client-focused professional who combines analytical thinking, strong communication skills, and a commitment to quality and risk management.

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…