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

Posted 7 Days Ago
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Toronto, ON, CAN
In-Office
Senior level
Fintech • Software • Financial Services
The Role
Own end-to-end relationships with institutional financial clients, covering onboarding, daily file delivery, corporate actions, methodology inquiries, and issue resolution. Translate complex index concepts clearly, coordinate technology implementations, communicate proactively, and identify opportunities to improve processes, automation, and service quality. The role requires strong analytical, organizational, communication, and client management skills, along with familiarity with financial markets, data products, Excel, and technology teams.
Summary Generated by Built In
Company Description
Since its foundation in 2007, Solactive AG has evolved into one of the world’s most important and fastest-growing index providers. From our headquarters in Frankfurt, we power global investment products across ETFs, structured products, and mandates. Our reputation is built on innovation, speed, flexibility, and strong partnerships.
Job Overview
The best client relationships are built on trust, responsiveness, and consistent execution. As a Senior Associate in Equity Index Client Operations (EICO), you will be a key partner to Solactive’s global institutional clients, owning their experience across onboarding, daily operations, and complex index-related requests. You’ll combine client relationship management, analytical problem-solving, and technological innovation to solve challenges, improve processes, and deliver a seamless client experience. You’ll help shape how Solactive delivers value by improving processes, automating routine work, and ensuring precise, proactive client interactions.
Your Tasks
* Own client relationships end-to-end, serving as the primary contact for asset managers, investment banks, hedge funds, and trading desks across onboarding, daily file delivery, corporate action announcements, methodology queries, and issue resolution.
* Translate index methodologies and complex corporate action treatments into clear explanations for clients and internal stakeholders.
* Lead client onboarding and technology initiatives, coordinating configuration, testing, implementation, and follow-up.
* Communicate proactively with clients on progress, service updates, and product changes.
* Identify client pain points and propose concrete improvements in process, automation, or service.
* Champion the client perspective internally to improve platforms, communications, and service.
* Document and share knowledge to strengthen processes, team collaboration, and client support.
Your Profile
* Degree in Finance, Economics, Business, Mathematics, or a related field, or equivalent professional experience.
* 4+ years in client-facing roles within financial services, fintech, market data, or comparable B2B environments. Customer success, client operations, or implementation backgrounds are highly relevant.
* Strong analytical aptitude: comfortable with data, logic, and structured problem-solving.
* Exceptional organizational skills with the ability to manage multiple priorities while maintaining accuracy, responsiveness, and attention to detail.
* Proactive and solutions-oriented: you anticipate needs, identify obstacles, and keep initiatives moving.
* Excellent written and verbal communication skills. You explain complex concepts clearly to technical and non-technical audiences and seek to understand why a question is being asked.
* Demonstrated ownership: you take responsibility for relationships, requests, or projects from initiation through completion and coordinate across teams to drive resolution.
* Comfortable with digital platforms, data products, and technology teams. Advanced Excel required; familiarity with automation tools, APIs, or AI-supported workflows is a plus. Coding is not required, but enthusiasm for learning and leveraging technology is essential.
* Experience in financial services, capital markets, ETFs, or indices is an advantage; curiosity and a genuine interest in financial data and markets are essential.
* Collaborative and internationally minded. You thrive in a team environment where knowledge is shared, feedback is constructive, and everyone contributes to improving how we work.
Our Offer
* Competitive compensation: Enjoy a competitive salary package that reflects your experience, skills, and contribution to the team.
* Global client exposure: Build relationships with leading financial institutions and investment professionals worldwide.
* Meaningful ownership: Take responsibility for important client relationships and initiatives, with the opportunity to influence how we deliver services.
* Broad business experience: Gain exposure to financial markets, index products, data delivery, technology, and client relationship management.
* Professional growth: Develop a career at the intersection of finance, technology, and client success.
* Learning and development: Access training on index methodology, corporate actions, Solactive tools, automation, and AI-supported workflows.
* International collaboration: Join a global team of approximately 50 nationalities with opportunities to collaborate across Solactive's offices.
* Modern working environment: Flat hierarchy, flexible hours, hybrid work model, healthcare coverage, modern Toronto office, and regular networking and social events.
##

Skills Required

  • Degree in Finance, Economics, Business, Mathematics, or a related field, or equivalent professional experience
  • 4+ years of experience in client-facing roles within financial services, fintech, market data, or comparable B2B environments
  • Strong analytical aptitude and structured problem-solving ability
  • Strong organizational skills and ability to manage multiple priorities accurately and responsively
  • Excellent written and verbal communication skills
  • Demonstrated ownership of client relationships, requests, or projects through completion
  • Comfort with digital platforms, data products, and technology teams
  • Advanced Microsoft Excel proficiency
  • Proactive, solutions-oriented approach and ability to coordinate across teams
  • Experience in financial services, capital markets, ETFs, or indices
  • Familiarity with automation tools, APIs, or AI-supported workflows
  • Coding experience
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The Company
HQ: Frankfurt am Main
Year Founded: 2007

What We Do

Solactive AG is a German-based, technology-enabled index provider specializing in the development, calculation, and distribution of tailor-made financial indices worldwide. Serving global investment banks, asset managers, and ETF providers, the company offers a comprehensive range of multi-asset class solutions, including cutting-edge ESG and thematic indices. Headquartered in Frankfurt, Solactive delivers robust indexing, benchmarking, and calculation solutions for the global investment and trading community.

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