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Account Services Associate Jobs in Ontario (NOW HIRING)

Optimize Financial Group

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Financial Services Associate

Toronto, ON · On-site

We are looking for a Financial Service Associate to join our team. This back-office role requires ... Reviewing and validating new account documentation * Evaluating information gathered from multiple ...

Assante Wealth Mgmt

Financial Services Associate

Orillia, ON · On-site

CA$55K - CA$70K/yr

An established and growing financial planning practice is seeking a Financial Services Associate to ... RESPONSIBILITIES * Assist financial advisors with the servicing of new and existing client accounts

Computer Share

Account Associate II

Toronto, ON · Hybrid

CA$50K - CA$75K/yr

We give you a world of potential The Account Associate II role operates within the division at a local level, however services the needs of clients at a national level and must deliver within strict ...

New

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PIA Client Service Associate

Kitchener, ON · On-site

CA$43K - CA$56K/yr

If so, then get onboard for the position of PIA Client Service Associate . In this role, you will ... accounts; communicate with customers to provide mentorship on products and services, and identify ...

Td

PIA Client Service Associate

Kingston, ON · On-site

CA$43K - CA$56K/yr

If so, then get onboard for the position of PIA Client Service Associate . In this role, you will ... accounts; communicate with customers to provide mentorship on products and services, and identify ...

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PIA Client Service Associate

Belleville, ON · On-site

CA$43K - CA$56K/yr

If so, then get onboard for the position of PIA Client Service Associate . In this role, you will ... accounts; communicate with customers to provide mentorship on products and services, and identify ...

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FP Client Service Associate

Toronto, ON · Remote

CA$52K - CA$74K/yr

The Client Service Associate (CSA) provides a high level of dedicated sales and service support to ... account openings, account and cash transfers, iforms and other administrative documents and ...

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Account Services Associate information

What does an Account Services Associate do?

An Account Services Associate typically supports client accounts within a company, assisting with tasks such as managing client inquiries, processing account requests, maintaining accurate records, and coordinating with internal teams to ensure client satisfaction. They play a key role in resolving issues, updating account information, and facilitating communication between clients and the business. This position often requires strong organizational, communication, and problem-solving skills to meet client needs efficiently.

What are the key skills and qualifications needed to thrive as an Account Services Associate?

To thrive as an Account Services Associate, you need strong customer service skills, attention to detail, and a background in business or communications, often supported by a relevant degree. Familiarity with CRM software, Microsoft Office Suite, and sometimes industry-specific platforms is typically required. Excellent interpersonal skills, problem-solving abilities, and the capacity to manage multiple tasks efficiently help professionals stand out in this role. These skills ensure effective client support, accurate account management, and contribute to overall customer satisfaction and retention.

How does an Account Services Associate typically collaborate with other departments to support client needs?

As an Account Services Associate, you'll frequently work with teams such as sales, marketing, and customer support to ensure client requests are addressed efficiently. You may coordinate with the sales team to clarify client requirements, relay feedback to product or service teams, and work with billing or finance for account-related inquiries. Effective communication and organization are key, as you'll often act as a liaison to help resolve issues and ensure a seamless client experience. This collaborative environment helps you build a broad understanding of company operations while contributing directly to client satisfaction.

What is an account services associate?

An account services associate is a professional responsible for managing client accounts, providing support, resolving issues, and ensuring customer satisfaction. They often use customer relationship management (CRM) tools and require strong communication and organizational skills to handle client needs effectively.

What are the most commonly searched types of Account Services jobs in Ontario?

The most popular types of Account Services jobs in Ontario are:

What cities in Ontario are hiring for Account Services Associate jobs?

Cities in Ontario with the most Account Services Associate job openings:

Account Services Associate jobs near you
Infographic showing various Account Services Associate job openings in Ontario as of August 2026, with employment types broken down into 1% As Needed, 71% Full Time, 24% Part Time, 1% Temporary, and 3% Contract. Highlights an 93% Physical, 3% Hybrid, and 4% Remote job distribution.

Financial Services Associate

Toronto, ON • On-site

Optimize Financial Group
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Full-time

Re-posted yesterday

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Job description

Optimize Financial Group is a premier wealth management firm in Toronto, ON, dedicated to achieving our clients' financial goals. We offer personalized financial solutions covering financial planning, portfolio management, tax preparation, debt management, and estate planning. Our holistic approach focuses on matching clients' financial and life goals with personalized strategies for success.


We are looking for a Financial Service Associate to join our team. This back-office role requires strong administrative skills along with familiarity of all core aspects of wealth management and investment account types. We are looking for people who are driven, committed and who are passionate about what they do. You need to be extremely detail oriented and organized.


As a member of the Financial Services Team, your role would entail:

  • Assisting the Tax Department through the compilation of necessary documentation required for the Tax team to effectively complete routine tax returns
  • Assisting the Will and Estate Department through the compilation of necessary documentation required for the Will and Estate Department team to effectively complete routine Will and Estate plans
  • Assisting the Financial Planning Department through the compilation of necessary information required for the Financial Plan team to effectively complete financial plans
  • Assisting the Insurance Department through the compilation of necessary information required for the Insurance team to effectively provide quotes to clients who are interested in insurance product offerings
  • Reviewing and validating new account documentation
  • Evaluating information gathered from multiple sources ensuring consistency
  • Following up and reporting on missing documentation/information


Job Requirements:

Must-have:

  • A minimum of 2 years of applicable experience
  • Excellent attention to detail
  • Knowledge of various investment types and investment accounts
  • Ability to prioritize tasks and work accurately under pressure
  • Ability to work in person full-time

Nice-to-have:

  • Completion or working towards the completion of the Canadian Securities Course (CSC) or Chartered Investment Manager (CIM) designation


Use of Artificial Intelligence in Recruitment

As part of our recruitment and selection process, we may use technology-enabled tools, including artificial intelligence (AI), to assist with certain aspects of candidate screening, assessment, scheduling, and application review. All hiring decisions are ultimately made by qualified individuals and are based on job-related criteria, qualifications, and business requirements.