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Account Management Associate Jobs in Surrey, BC (NOW HIRING)

Raymond James Ltd.

Account Profile Associate

Vancouver, BC · On-site

CA$50K - CA$60K/yr

Account Profile Associate How does the role impact the organization? This role provides support to ... Dataphile application, EDMS, or similar electronic document management systems, as related to ...

Royal Bank of Canada

Senior Associate

Vancouver, BC

CA$40K - CA$50K/yr

... Associate. By providing ongoing, exceptional service and support to our clients and our Advisor ... You will be responsible for managing timelines and key dates for accounts to help ensure clients ...

Royal Bank of Canada

Associate

Vancouver, BC · On-site

CA$40K - CA$50K/yr

The RBC Dominion Securities branch located in Vancouver Royal Center is looking for an Associate to ... Job Skills Account Management, Customer Success, Decision Making, Financial Regulation, Group ...

Royal Bank of Canada

Associate

Vancouver, BC · On-site

CA$45K/yr

The RBC Dominion Securities branch located in Vancouver is looking for an Associate to provide ... Enables collective achievement of our strategic goals Job Skills Account Management, Customer ...

Royal Bank of Canada

Investment Associate

Vancouver, BC · On-site

CA$40K - CA$50K/yr

... Associate who will provide exceptional client service and dedicated support to the portfolio ... Maintain existing client accounts and identify opportunities to contact clients: manage timelines ...

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Account Management Associate information

What is an account management associate?

Account Management Associates are entry- to mid-level professionals who support account managers in maintaining and growing relationships with clients. They assist in handling client inquiries, resolving issues, preparing reports, and ensuring that client needs are met efficiently. Their role often involves coordinating between internal teams and clients to deliver products or services, helping to ensure a high level of client satisfaction and retention. This position is common in industries such as advertising, finance, and technology, where ongoing client relationships are key.

What skills and qualifications are needed to be an account management associate?

To thrive as an Account Management Associate, you need strong organizational skills, attention to detail, and a bachelor's degree in business, marketing, or a related field. Familiarity with CRM software like Salesforce, data analysis tools, and Microsoft Office is typically required. Excellent communication, relationship-building, and problem-solving abilities help you stand out in this client-facing role. These skills ensure effective client support, smooth account operations, and long-term customer satisfaction, which are crucial for both client retention and company growth.

What challenges do account management associates face when managing multiple client accounts?

Account Management Associates often juggle several client accounts at once, which can make prioritizing tasks and meeting diverse client expectations challenging. Staying organized, maintaining clear communication, and managing deadlines are essential to ensure all clients feel valued and receive timely updates. It’s common to encounter situations where clients have conflicting needs or urgent requests, so being adaptable and proactive in problem-solving is key to success in this role.

Can I be an account management associate with no experience?

Entry-level account management associate roles often do not require prior experience and may focus on skills such as communication, organization, and customer service. Employers may provide on-the-job training and look for candidates with a willingness to learn and basic computer skills, making it possible to start without previous experience.

Do account management associates get paid well?

Account management associates typically earn a median salary that varies by industry and location, with many positions offering competitive pay aligned with their experience and skills. Entry-level roles may start lower, but experienced associates with strong communication and client management skills can earn higher salaries, often supplemented by bonuses or commissions in some industries.

Is account management a stressful job?

Account management can be stressful due to the need to meet client expectations, manage multiple accounts, and handle deadlines. Success in this role often requires strong communication, organization, and problem-solving skills, and workload can vary depending on the company and industry.

What job categories do people searching Account Management Associate jobs in Surrey, BC look for?

The top searched job categories for Account Management Associate jobs in Surrey, BC are:

What cities near Surrey, BC are hiring for Account Management Associate jobs?

Cities near Surrey, BC with the most Account Management Associate job openings:

Account Management Associate jobs near you
Infographic showing various Account Management Associate job openings in Surrey, BC as of August 2026, with employment types broken down into 1% As Needed, 80% Full Time, 17% Part Time, and 2% Contract. Highlights an 84% Physical, 2% Hybrid, and 14% Remote job distribution.

Asset Management - Client Account Manager - Associate

JPMorgan Chase & Co

Vancouver, BC

Full-time

Re-posted 18 days ago

JPMorgan Chase & Co. rating

8.0

Company rating: 8.0 out of 10

Based on 495 frontline employees who took The Breakroom Quiz

71st of 171 rated banks

Job description

Join JP Morgan Asset Management, where your expertise as a Client Account Manager will be the cornerstone of delivering unparalleled service to our esteemed institutional clients!

As a Client Account Manager within Asset Management you will be responsible for delivering exceptional client service to Institutional clients of J.P. Morgan. You will act as a point of contact for daily servicing needs of our clients and develop an understanding of the unique requirements of clients across all asset classes. As a Client Account Manager you will also partner with Senior Client Account Managers to provide similar support to certain key strategic relationships clients and partner with colleagues in Institutional Sales and Investment Specialists to form a dedicated service team for each assigned client.

Job Responsibilities 

  • Act as day-to-day client service contact for assigned group of clients, supporting a client advisor and client account manager
  • Act as a central point of contact for assigned group of clients for non-investment related activity and proactively manage and develop relationships with those clients
  • Manage the onboarding process including negotiation of legal contracts, account set-up, communication with client and other third parties
  • Ensure client impacting regulatory change and business change is communicated to the client and internal stakeholders
  • Attend client meetings and events as appropriate (including due diligence meetings)
  • Perform all required client service functions including maintenance of client records, coordination of client cash flows, compliance with all internal procedures, verifying eligibility of clients for participation in fund vehicles, following up with clients on all outstanding invoices, and respond to clients' auditors, consultants, and other third party requests

Required qualifications, capabilities, and skills

  • Previous experience at an asset management firm; background in client service with institutional client base required including knowledge of investments including multi asset solutions, alternatives, fixed income, equity, real estate and private equity product offerings
  • Bachelor's degree required
  • Ability to develop strong client and able to gain an in-depth understanding of client servicing needs
  • Excellent written and communication skills 
  • English/French bilingual proficiency required
  • Strong risk and control mindset with exceptional ability to asses situations and make informed decisions
  • Exceptional organizational skills; ability to multi-task and to manage complex assignments and meet deadlines

Preferred qualifications, capabilities, and skills

  • Advanced degrees, other financial qualifications and licenses are a plus (Chartered Financial Analyst)

JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.

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