Client Services Operations Associate

Toronto, ON
$30.00-35.00 per hour
Temporary
Full-time

2 days ago

Job Description: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

Requirements:

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

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