CareerPlan

Senior Associate (m/f/d) Equity Index Client Operations

TorontoFull-time2026-07-07 → 2026-11-11
Hybrid

Core

Senior Associate managing end-to-end client operations for institutional clients (asset managers, banks, hedge funds) regarding equity index products, covering onboarding, daily file delivery, corporate actions, and issue resolution.

Role type

Senior Associate, Client Operations (B2B Financial Services)

Builds

Client onboarding, daily index data delivery, and operational support for ETFs and structured products

Domain

Financial Services / Capital Markets / Index Providers

Deliverable

client delivery

Required skills

Client relationship management, analytical problem-solving, process improvement, project coordination, complex data explanation, stakeholder communication

Preferred skills

Experience with ETFs/indices/corporate actions, familiarity with automation tools/APIs, advanced Excel, knowledge of index methodology

Responsibilities

Own client relationships end-to-end from onboarding to daily operations; translate complex index methodologies and corporate actions into clear explanations; lead client onboarding and technology initiatives; identify pain points and propose process/automation improvements; document and share knowledge to strengthen team collaboration

Seniority

Senior, hands-on IC