Client Services Operations Associate

Robert Half View all jobs

  • Toronto, ON
  • Contract
  • Full-time
  • 10 hours ago
Client Services Operations AssociateAre you a detail-oriented operations professional with a passion for client service and continuous improvement? We are seeking a Client Services Operations Associate to join an established asset management team in downtown Toronto. This is a contract role starting immediately, with an initial contract of 3 months with potential to extend until the end of year. Located in downtown Toronto, the client is looking for someone to work in the office 4 days per week and 1 day remote (full time hours). In this Client Services Operations Associate role, you will play a pivotal role in ensuring the seamless execution of daily operational workflows, including trade settlement, client onboarding, and data management. This opportunity is ideal for someone who thrives in a fast-paced environment, embraces innovation, and is eager to leverage technology and automation to enhance operational efficiency.Key Responsibilities:
  • Perform daily cash and position reconciliations, investigate and resolve discrepancies
  • Ensure timely settlement of cash movements and trade transactions
  • Support fund subscriptions/redemptions and NAV verification
  • Manage corporate action events and FX/hedging operations
  • Lead end-to-end client onboarding (documentation, KYC/AML, account opening, asset transfers)
  • Process registered and non-registered account applications with accuracy and compliance
  • Address operational inquiries from clients and advisors with professionalism
  • Manage account updates, conversions, fee schedules, and communicate with tax/legal/compliance teams on complex accounts
  • Collect, prepare, and validate data for internal/external reports
  • Maintain data integrity across operational platforms and CRM systems
  • Support due diligence and reconciliation efforts to ensure accuracy
  • Identify and improve operational inefficiencies and bottlenecks
  • Apply or learn to use automation and AI tools for workflow enhancements
  • Document and standardize procedures; champion technology-driven process improvements
  • Collaborate with cross-functional teams on automation projects and compliance
  • Support projects such as platform migrations, new fund launches, and regulatory initiatives
  • Participate in cross-functional groups to boost operational efficiency and client service excellence
  • 3–5+ years of experience in investment operations, fund administration, or client service within asset or wealth management
  • Solid understanding of trade lifecycle, reconciliation, settlements, and subscription/redemption processes
  • Familiarity with Canadian registered/non-registered account types and regulatory compliance (CIRO, FINTRAC)
  • Bachelor’s degree in Business, Finance, Accounting, or a related discipline; CSC or similar credentials are an asset
  • Advanced skills in Excel (pivot tables, vlookups, macros) and proficiency with back-office/CRM systems (e.g., Salesforce)
  • Experience with (or strong interest in learning) automation tools (e.g., ChatGPT, Power Automate, Zapier) for process improvement
  • Strong analytical, communication, and organizational skills
  • Detail-oriented, self-motivated, and collaborative with a commitment to high-quality work
Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app and get 1-tap apply, notifications of AI-matched jobs, and much more.This job posting is for a current vacancy with our client.Our specialized recruiting professionals apply their expertise and utilize our proprietary AI to find you great job matches faster.Questions? Call your local office at 1.888.490.3195. All applicants applying for Canadian job openings must be authorized to work in Canada.Only job postings for jobs located in Quebec appear in French.© 2025 Robert Half. By clicking “Apply,” you’re agreeing to Robert Half’s Terms of Use and Privacy Notice.

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