Associate, Client Service & Operations

New

JobgetherFinancial services

Must be based in CanadaFull-TimeMiddle

SalaryCAD $50,000–$100,000, depending on location, experience, education, skills, and qualifications.

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Job Details

Approximately 4–6 years of relevant professional experience.
A post-secondary degree or diploma in a related field, or an equivalent combination of education and experience.
Strong technical proficiency acquired through education or professional experience.
Excellent written and verbal communication skills for working with clients and diverse stakeholders.
Experience collaborating across internal departments and with external partners.
Strong analytical and problem-solving skills, including investigating issues and identifying root causes.
Ability to interpret data, identify trends, and translate findings into actionable recommendations.
Ability to influence stakeholders, coordinate activities, and support decisions aligned with business objectives.
Strong organizational and time management skills, including managing competing priorities independently.
High attention to detail and commitment to accurate documentation, confidentiality, regulatory compliance, and operational quality.
Sound judgment and understanding of risk management principles, including recognizing and escalating potential issues.
Client-focused approach, adaptability, and initiative when handling varied assignments.

Coordinate and execute client onboarding activities so clients can begin transactions efficiently.
Communicate with clients throughout onboarding, providing accurate information and timely updates.
Collect, verify, organize, and maintain client documentation for completeness, accuracy, and compliance.
Coordinate with internal teams and external stakeholders to gather information and resolve onboarding issues.
Record client requests, track issues, and maintain accurate records in designated systems.
Analyze operational data and business information to identify trends and recommend actions.
Prepare recurring and ad hoc reports, dashboards, and analytical materials.
Support strategic initiatives and operational changes with internal and external partners.
Investigate root causes, resolve complex situations within authority limits, and escalate when necessary.
Identify opportunities to streamline onboarding, improve operational efficiency, and strengthen service quality.

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