Jobs in Canada

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Added 7 mins ago
Customer Experience Associate - UpperWentworth (22.5 hours/week)
Scotiabank
Hamilton, ON
As a Customer Experience Associate, you are the face, character and heart of our branches. Scotiabank is a place where we put our customers first, and our priority is to help them achieve…
Added 22 mins ago
SS
Investor Services - Client Services, Senior Associate
State Street
Toronto, ON
- Full-time
Business degree plus up to 4 years related financial services or investment operations experience with some level of supervisory responsibility.
Added 37 mins ago
Client Operations Associate
Nicola Wealth
Toronto, ON · Vancouver, BC
As a Client Operations Associate, you will play an integral role in supporting the delivery of exceptional service to our Private Wealth Advisory teams and high-net-worth clients. As a…
Added 2 hours ago
PQ
Private Client Associate
Prime Quadrant
Toronto, ON
- Full-time
We are seeking a driven person to join our growing team as a Private Client Associate. In this role, the successful candidate will provide a wide range of supporting functions to a Senior…
Added 2 hours ago
IF
Sales Associate, Investments individual Savings and Retirement (Vancouver)
iA Financial Group
Vancouver, BC
- Full-time
…enjoy building and maintaining strong relationships and have experience in the life insurance or investment industry? If so, we might have the perfect position for…
Added 3 hours ago
Sales Associate
Rogers Communications
Toronto, ON
…can enhance and simplify their lives. We deliver a seamless experience, value expertise, dedication, and commitment to doing what’s right for our customers needs, every…
Added 4 hours ago
PC
Senior Associate, Internal Controls and Risk Management – Financial Services (Bilingual FR/EN)
PwC Canada
Montreal, QC
- Full-time
In our Financial Services Risk and Regulation practice, we support banks, insurers, asset and wealth managers, and other financial institutions in designing, assessing, implementing and…
Added 4 hours ago
MC
Senior Wealth Advisor | Financial Planner (Full-time)
Mainstreet Credit Union Canada
Sarnia, ON
- $77,080 to $128,466.67 CAD / year
- Full-time
Enhance the wealth management knowledge of Mainstreet advice team partners to assist them in creating an advice and planning experience that will meet their members needs
Added 4 hours ago
IF
Business Readiness Analyst
International Financial Data Services (IFDS)
Toronto, ON
- Full-time
…providing solutions to a wide range of global asset managers, wealth managers, banks, and insurance companies. The IFDS enterprise supports more than 17 million accounts with AUA of…
Added 4 hours ago
IF
Business Readiness Analyst
International Financial Data Services (IFDS)
Toronto, ON
- Full-time
…providing solutions to a wide range of global asset managers, wealth managers, banks, and insurance companies. The IFDS enterprise supports more than 17 million accounts with AUA of…
Added 5 hours ago
RC
Associate Investment Advisor
Research Capital Corporation
Toronto, ON · North York, ON
- Full-time
…independent, fully integrated investment dealers, offering wealth management and capital markets services to private clients, institutions, and growth companies. Our practice serves,…
Added 5 hours ago
IF
Administrative Assistant
iA Financial Group
Toronto, ON
- Full-time
…and client service coordination to our team of Advisors and Associate…
Added 5 hours ago
P
Senior Associate, Internal Controls and Risk Management – Financial Services (Bilingual FR/EN)
PwC
Montreal, QC
- Full-time
In our Financial Services Risk and Regulation practice, we support banks, insurers, asset and wealth managers, and other financial institutions in designing, assessing, implementing and…
Added 6 hours ago
Sales Associate
Rogers Communications
Calgary, AB
…can enhance and simplify their lives. We deliver a seamless experience, value expertise, dedication, and commitment to doing what’s right for our customers needs, every…
Added 12 hours ago
NB
Associate
National Bank of Canada
Quebec, QC
- Full-time
A career as an Associate in the Wealth Management team at National Bank, will give you the opportunity to show your ability to work in synergy with clients and colleagues. In this role, you…
Added 18 hours ago
GL
Director, Operational Experience & Process Design
goeasy Ltd.
Mississauga, ON
- Full-time
The Director, Operational Experience & Process Design will help build those experiences from the inside out-designing the processes, workflows, metrics, and team routines that make goeasy…
Added 18 hours ago
A
Registered Equity Sales Associate (Retail & Institutional)
ATB
Toronto, ON
- Full-time
Experience: 2+ years of experience in a brokerage, capital markets, or wealth management environment.
Added 23 hours ago
AF
Registered Equity Sales Associate (Retail & Institutional)
ATB Financial
Toronto, ON
- Full-time
Experience: 2+ years of experience in a brokerage, capital markets, or wealth management environment.
Added 1 day ago
RD
Associate
RBC Dominion Securities
Ottawa, ON
- Full-time
RBC Dominion Securities is Canada’s leading full-service investment and wealth management firm. We are committed to helping our clients build financial success through a personalized…
Added 1 day ago
HI
Client Care Representative - Auto Insurance Trainee
HUB International
Tumbler Ridge, BC
- Full-time
As an Auto Associate, you’ll play a key role in driving business success. You’ll actively sell insurance solutions, hit performance targets, and deliver an exceptional customer experience.…
Added 1 day ago
Customer Experience Associate - Uptown Saanich, BC (30 hours/week)
Scotiabank
Victoria, BC
As a Customer Experience Associate, you are the face, character and heart of our branches. Scotiabank is a place where we put our customers first, and our priority is to help them achieve…
Added 1 day ago
RB
Associate
Royal Bank of Canada
Ottawa, ON
- Full-time
RBC Dominion Securities is Canada’s leading full-service investment and wealth management firm. We are committed to helping our clients build financial success through a personalized…
Added 1 day ago
C
Financial Services Associate, Imperial Service
CIBC
Edmonton, AB
- Full-time
You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit
Added 1 day ago
C
Financial Services Associate, Imperial Service
CIBC
Edmonton, AB
- Full-time
You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit
Added 1 day ago
Customer Experience Associate - Bay Roberts, Newfoundland (26.25 Hours/ Week)
Scotiabank
Bay Roberts, NL
As a Customer Experience Associate, you are the face, character and heart of our branches. Scotiabank is a place where we put our customers first, and our priority is to help them achieve…

State Street

Investor Services - Client Services, Senior Associate

Toronto, ON, Canada

$51,000 - $84,000 Annual · Full-time

Apply on statestreet.wd1.myworkdayjobs.com About employer

Applications open in a new tab.

Job details

Pay: $51,000 - $84,000 Annual
Job type: Full-time
Apply by: Jan 15, 2027
Experience: Business degree plus up to 4 years related financial services or investment operations experience with some level of supervisory responsibility.
Posting language: English
Posted: Nov 11, 2026

Original job description

Why this role is important to us

Responsible for the day-to-day servicing of client relationships acting as primary point of contact for client inquiries and requests. Assist the team coordinating services for fund/product start-up/conversions restructures and interacting with Accounting Operations and global COE’s for the overall service delivery for their clients. Client Service is responsible for managing internal risk and compliance matters pertaining to assigned client relationships as well as coordinating (with applicable COE’s and Accounting Operations) any required client specific reporting. Client Service provides project leadership for training designing client-specific reporting supporting RFP activity and managing third-party administrator relationships.

What you will be responsible for:

Under moderate supervision responsible for providing timely & accurate client reporting and issue log maintenance.
Responsible for compiling client documentation and organizing internal meetings.
May assist with coordination and development of agenda and may attend meetings to record notes and action items.
Coordinate effective and timely flow of critical information to all relevant parties and follows up on administrative details within the client service team.
Establish and maintain procedures for privacy and confidentiality that is in line with Corporate Information Security (CIS) standards.
Monitor and review daily work of Client Service group. May perform the duties of the Client Service Associates if required.
Coordinate and/or perform Account Administration including account openings billing set up tax reclaims/tax documentation market openings/exits/updates security registration/system access/ID administration.
Online support for various client-facing applications set up training resolving data integrity issues assisting with new product rollouts.
Production and review of client-customized reporting; collection of data and production of customer report cards. Ensure accurate and timely delivery.
Identify and resolve work processing issues. Make suggestions to streamline operations.
Monitor day-to-day service delivery of BU Shared Service and COEs for assigned accounts.
Respond in a timely manner to inquiries from operational COEs and other business units.
Assist with compliance/fiduciary reviews and audits.
Identify and implement consistent operational best practices.
Build and maintain strong client and inter-departmental relationships.
Train and develop new staff.
Complete performance appraisals.
Elevates unresolved issues/problems to Officer/AVP.
During the course of normal day to day operation responsible for identifying any unusual or potentially suspicious transaction activity and must report and/or escalate in accordance with corporate policy and guidelines detailed in relevant operating procedures.
Other duties as assigned.

Education and Qualifications:

Business degree plus up to 4 years related financial services or investment operations experience with some level of supervisory responsibility.
Strong Excel skills.
Strong interpersonal and communication skills.
Has good knowledge of financial service business & other internal SSC businesses.
Works co-operatively with others to achieve team goals.

About State Street

What we do. State Street is one of the largest custodian banks, asset managers and asset intelligence companies in the world. From technology to product innovation, we’re making our mark on the financial services industry. For more than two centuries, we’ve been helping our clients safeguard and steward the investments of millions of people. We provide investment servicing, data & analytics, investment research & trading and investment management to institutional clients.

Work, Live and Grow. We make all efforts to create a great work environment. Our benefits packages are competitive and comprehensive. Details vary by location, but you may expect generous medical care, insurance and savings plans, among other perks. You’ll have access to flexible Work Programs to help you match your needs. And our wealth of development programs and educational support will help you reach your full potential.

Inclusion, Diversity and Social Responsibility. We truly believe our employees’ diverse backgrounds, experiences and perspectives are a powerful contributor to creating an inclusive environment where everyone can thrive and reach their maximum potential while adding value to both our organization and our clients. We warmly welcome candidates of diverse origin, background, ability, age, sexual orientation, gender identity and personality. Another fundamental value at State Street is active engagement with our communities around the world, both as a partner and a leader. You will have tools to help balance your professional and personal life, paid volunteer days, matching gift programs and access to employee networks that help you stay connected to what matters to you.

State Street is an equal opportunity and affirmative action employer.

Discover more at StateStreet.com/careers

Salary Range:

$51,000 - $84,000 Annual

The range quoted above applies to the role in the primary location specified. If the candidate would ultimately work outside of the primary location above, the applicable range could differ.

About State Street

Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. We keep our clients at the heart of everything we do, and smart, engaged employees are essential to our continued success.

We are committed to fostering an environment where every employee feels valued and empowered to reach their full potential. As an essential partner in our shared success, you’ll benefit from inclusive development opportunities, flexible work-life support, paid volunteer days, and vibrant employee networks that keep you connected to what matters most. Join us in shaping the future.

As an Equal Opportunity Employer, we consider all qualified applicants for all positions without regard to race, creed, color, religion, national origin, ancestry, ethnicity, age, disability, genetic information, sex, sexual orientation, gender identity or expression, citizenship, marital status, domestic partnership or civil union status, familial status, military and veteran status, and other characteristics protected by applicable law.

Discover more information on jobs at StateStreet.com/careers

Read our CEO Statement

Apply on statestreet.wd1.myworkdayjobs.com About employer

More about this job

Responsibilities

The Senior Associate is responsible for day-to-day client relationship management, acting as the primary point of contact for inquiries and service delivery. They also coordinate fund start-ups, manage internal risk and compliance matters, and oversee the production of client-customized reporting.

Requirements

Candidates must hold a business degree and possess up to 4 years of experience in financial services or investment operations. Strong proficiency in Excel and excellent interpersonal and communication skills are required for this role.

Skills

Client services
Financial services
Investment operations
Account administration
Reporting
Data integrity
Compliance
Auditing
Relationship management
Staff training
Performance management
Excel
Communication
Risk management
Project leadership

Benefits

Medical care
Insurance
Savings plans
Flexible work programs
Development programs
Educational support
Paid volunteer days
Matching gift programs
Employee networks

Visa sponsorship

Not detected in the job text

Keywords

Investor services
Client services
Financial services
Investment operations
Account administration
Reporting
Compliance
Fiduciary reviews
Audits
Excel
Risk management
Data integrity
Relationship management
Staff development
Performance appraisals
Fund start-up
Corporate information security
Tax documentation
Market openings
Security registration

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Work requirements

Jobs in Canada