The Learning and Development Business Partner Senior Associate (senior associate) will support the ... Client service and issue resolution * Compiling and reviewing data to recommend business decisions ...
The Learning and Development Business Partner Senior Associate (senior associate) will support the ... Client service and issue resolution * Compiling and reviewing data to recommend business decisions ...
... you'll partner with peers to deliver accurate information on AML requirements and timely ... Associate and/or Team Leader. Who you are * You have a degree or diploma. In Business ...
... you'll partner with peers to deliver accurate information on AML requirements and timely ... Associate and/or Team Leader. Who you are * You have a degree or diploma. In Business ...
... you'll partner with peers to deliver accurate information on AML requirements and timely ... Associate and/or Team Leader. Who you are * You have a degree or diploma. In Business ...
... you'll partner with peers to deliver accurate information on AML requirements and timely ... Associate and/or Team Leader. Who you are * You have a degree or diploma. In Business ...
... client presentations. In addition, the Associate Manager must manage internal teams and external IAT partner, research and event vendors to ensure timely preparation of critical paths, work back ...
... client presentations. In addition, the Associate Manager must manage internal teams and external IAT partner, research and event vendors to ensure timely preparation of critical paths, work back ...
Associate
CA$37K - CA$50K/yr
... client inquiries. What will you do? - Responsible for the professional servicing of incoming ... external partners - Support the Investment Advisors in general administrative duties in the ...
Associate
CA$37K - CA$50K/yr
... client inquiries. What will you do? - Responsible for the professional servicing of incoming ... external partners - Support the Investment Advisors in general administrative duties in the ...
Investment Client Consultant
Toronto, ON · On-site
Partner with internal lines of business to assist in better addressing the client's need and objectives * Provide constructive feedback to junior associates, assist in the development of those ...
Investment Client Consultant
Toronto, ON · On-site
Partner with internal lines of business to assist in better addressing the client's need and objectives * Provide constructive feedback to junior associates, assist in the development of those ...
We organize as teams of UX and UI designers, Developers, Client Partners, Project Managers ... As an Associate Director, Product Design (UI) , you will lead and mentor a high-performing team of ...
We organize as teams of UX and UI designers, Developers, Client Partners, Project Managers ... As an Associate Director, Product Design (UI) , you will lead and mentor a high-performing team of ...
Members act as partners and advisors to DCHC leadership, helping improve care quality and equity. Responsibilities * Provide input on programs, services, and policies from a client or caregiver ...
Members act as partners and advisors to DCHC leadership, helping improve care quality and equity. Responsibilities * Provide input on programs, services, and policies from a client or caregiver ...
Members act as partners and advisors to DCHC leadership, helping improve care quality and equity. Responsibilities * Provide input on programs, services, and policies from a client or caregiver ...
Quick apply
Members act as partners and advisors to DCHC leadership, helping improve care quality and equity. Responsibilities * Provide input on programs, services, and policies from a client or caregiver ...
Members act as partners and advisors to DCHC leadership, helping improve care quality and equity. Responsibilities * Provide input on programs, services, and policies from a client or caregiver ...
Members act as partners and advisors to DCHC leadership, helping improve care quality and equity. Responsibilities * Provide input on programs, services, and policies from a client or caregiver ...
Licensed Associate
Oakville, ON · On-site
Our Oakville client is looking for a Licensed Investment Associate who will report to an Investment ... internal partners. As the Investment Associate, you will: Research, analyze and execute trade ...
Licensed Associate
Oakville, ON · On-site
Our Oakville client is looking for a Licensed Investment Associate who will report to an Investment ... internal partners. As the Investment Associate, you will: Research, analyze and execute trade ...
Members act as partners and advisors to DCHC leadership, helping improve care quality and equity. Responsibilities * Provide input on programs, services, and policies from a client or caregiver ...
Quick apply
Members act as partners and advisors to DCHC leadership, helping improve care quality and equity. Responsibilities * Provide input on programs, services, and policies from a client or caregiver ...
Company Description About MUFG Investor Services MUFG Investor Services is a trusted partner to ... With over $1 trillion in client assets under administration, we offer fund administration, banking ...
Quick apply
Company Description About MUFG Investor Services MUFG Investor Services is a trusted partner to ... With over $1 trillion in client assets under administration, we offer fund administration, banking ...
Client Manager, Private Client Group / High-Net-Worth
Mississauga, ON · Hybrid
CA$70K - CA$85K/yr
... associates and other departments to ensure consistent pipeline of new clients are added to assigned ... with industry partners What You Bring Active RIBO license (other provincial licenses and ...
Client Manager, Private Client Group / High-Net-Worth
Mississauga, ON · Hybrid
CA$70K - CA$85K/yr
... associates and other departments to ensure consistent pipeline of new clients are added to assigned ... with industry partners What You Bring Active RIBO license (other provincial licenses and ...
Client Manager, Private Client Group / High-Net-Worth
Mississauga, ON · Hybrid
CA$70K - CA$85K/yr
... associates and other departments to ensure consistent pipeline of new clients are added to assigned ... industry partners What You Bring • Active RIBO license (other provincial licenses and ...
Client Manager, Private Client Group / High-Net-Worth
Mississauga, ON · Hybrid
CA$70K - CA$85K/yr
... associates and other departments to ensure consistent pipeline of new clients are added to assigned ... industry partners What You Bring • Active RIBO license (other provincial licenses and ...
Portfolio Manager | Associate Portfolio Manager | Wealth Manager - SJF - Markham
Markham, ON · On-site
Client Relationship Management & Advice * Develop deep, long-term client relationships through ... Total Wealth partners to deliver integrated solutions. * Contribute to a high-performance ...
Portfolio Manager | Associate Portfolio Manager | Wealth Manager - SJF - Markham
Markham, ON · On-site
Client Relationship Management & Advice * Develop deep, long-term client relationships through ... Total Wealth partners to deliver integrated solutions. * Contribute to a high-performance ...
... Consultants, Associates, etc.) across multiple projects and programs. What You Will Bring ... Any past client-partner, sales portfolio, or account management experience is a bonus. * 5+ years ...
... Consultants, Associates, etc.) across multiple projects and programs. What You Will Bring ... Any past client-partner, sales portfolio, or account management experience is a bonus. * 5+ years ...
Client Analyst: Toronto
Toronto, ON · Hybrid
CA$65K - CA$85K/yr
Partner with an Associate on day-to-day new business development and client servicing tasks to ensure CA goals are met. Tasks may involve meeting preparation, organization of team coverage lists ...
Client Analyst: Toronto
Toronto, ON · Hybrid
CA$65K - CA$85K/yr
Partner with an Associate on day-to-day new business development and client servicing tasks to ensure CA goals are met. Tasks may involve meeting preparation, organization of team coverage lists ...
Our Senior Associates drive most aspects of the recruitment process, from developing the search ... Contributing to client relationship management with the Consultant. Living Our Values: * Partnering ...
Our Senior Associates drive most aspects of the recruitment process, from developing the search ... Contributing to client relationship management with the Consultant. Living Our Values: * Partnering ...
Supervisor, Client GL
CA$75K - CA$85K/yr
The organization partners with boards, owners, and developers to enhance the value of every ... Our dedication to associate satisfaction and growth is recognized by our Great Place to Work ...
Supervisor, Client GL
CA$75K - CA$85K/yr
The organization partners with boards, owners, and developers to enhance the value of every ... Our dedication to associate satisfaction and growth is recognized by our Great Place to Work ...
Associate Client Partner information
What are the key skills and qualifications needed to thrive as an associate client partner, and why are they important?
What does an Associate Client Partner position do?
What are the main challenges associate client partners typically face when managing client relationships?
What is the difference between Associate Client Partner vs Account Manager?
| Aspect | Associate Client Partner | Account Manager |
|---|---|---|
| Required Credentials | Bachelor's degree, experience in client management, industry-specific knowledge | Bachelor's degree, customer service or sales experience |
| Work Environment | Collaborates with sales, marketing, and client teams; strategic focus | Manages client accounts, handles day-to-day client interactions |
| Employer & Industry Usage | Used in consulting, technology, and professional services firms | Common across various industries including tech, finance, and retail |
| Search & Comparison Intent | Understanding strategic client roles, career progression | Managing client relationships, sales growth |
The Associate Client Partner typically focuses on building strategic relationships and driving long-term client success, often requiring industry-specific knowledge and a strategic mindset. In contrast, an Account Manager handles daily client interactions, ensuring satisfaction and retention. Both roles are vital in client-facing industries but differ in scope and responsibilities.
What is an associate client partner?

Full-time
Posted 28 days ago
Job description
We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, inclusive culture and talent experience and our ability to be compelling to our clients. You'll find an environment that inspires and empowers you to thrive both personally and professionally. There's no one like you and that's why there's nowhere like RSM.
Learning & Development strives to advance a culture of continuous, self -directed development where high quality, relevant learning opportunities are available where you need it and when you need it. We develop core competencies in our people that are essential to being a First-Choice Advisor. Our Business Partner teams are key strategic partners with the business areas they support.
The Learning and Development Business Partner Senior Associate (senior associate) will support the identification and development of learning and performance-related business initiatives. This includes working closely with the Business Partner Manager, key stakeholders and subject matter experts in analyzing, designing, developing, implementing, and evaluating the business' talent development plan. Primary responsibilities include conducting needs assessments, designing learning curriculums, and working with subject matter experts to develop content - all of which include education, experiences, exposure and environment.
The senior associate will also work on special projects related to the Business Partner's learning strategy as well as firm initiatives that support the firm, talent, and Learning and Development strategies.
This position will work closely with the broader Learning & Development team to ensure one firm needs are addressed (consistency across Business Partners, as appropriate), as well as leveraging instructional design and technological solutions. Coordination with various departments and other resources within the organization is required.
Essential Duties:
- Gathers data and conducts initial analysis on data to offer insights or recommendations on solution effectiveness or other decisions. Provides critical leverage in advising, developing, planning, executing, and evaluating the practice and program curriculum to support the Firm, business partner, talent, and learning strategies.
- Serving as a learning advisor to leaders, subject matter experts, curriculum owners, and developers to uncover and define learning needs and design appropriate learning and development solutions that address the needs of the business.
- Leading project teams.
- Working closely with key stakeholders to support the overall success of the learning and development plans.
- Partnering with a resource manager to plan and coordinate Learning & Development resources and utilization
- Observing training, reviewing facilitator and program evaluations. Summarizing, providing feedback and offering creative solutions for enhancements, as appropriate.
- Responsible for creating and executing a project plan including the development of timelines in sufficient detail to meet established deadlines, course goals, and NASBA requirements. Resolves and/or escalates issues in a timely fashion.
- Works closely and collaborates with other senior associates on topics common to all Business Partners and/or Learning & Development as a whole. The Learning & Development senior associate team identifies issues and opportunities for common understanding, recommends and implements best practices, works on learning projects either as self-identified or assigned by the Learning & Development Leadership team and creates a sense of unity and teamwork within the Learning team as a whole.
- Other duties as assigned.
Minimum Qualifications:
EDUCATION/CERTIFICATIONS
Required:
- Bachelor's degree or equivalent experience
Preferred:
- Degree in education, instructional design, human resource development, or related area; master's degree; CPA a plus
TECHNICAL/SOFT SKILLS
Required:
- Proficiency with PowerPoint, Word, Excel and SharePoint
- Basic knowledge of instructional design principles
- Strong skills in these areas:
- Interpersonal and communication (verbal and written)
- Problem solving
- Organizational and time management
- Project management
- Ability to respond and be adaptable to changing priorities
Preferred:
- Intermediate knowledge of instructional design principles
- Evaluation design and assessment skills
- Content knowledge in or experience working with experts in assurance, tax or consulting
- Facilitation/presentation skills
EXPERIENCE
Required:
- 4+ years relevant experience
- Practical knowledge of learning implementation and employee development
- Managing projects and stakeholders
- Client service and issue resolution
- Compiling and reviewing data to recommend business decisions
Preferred:
- Experience in instructional design
- Experience in professional services industry
LEADERSHIP SKILLS
Required:
- Ability to work with individuals from multiple levels within the organization.
- Ability to manage multiple projects, plan project timelines, and lead projects to completion
- Ability to provide and receive feedback
- Travel less than 10 percent.
At RSM, we offer a competitive benefits and compensation package for all our people.We offer flexibility in your schedule, empowering you to balance life's demands, while also maintaining your ability to serve clients. Learn more about our total rewards at https://rsmcanada.com/careers/life-at-rsm/rewards-and-benefits.html.
RSM does not tolerate discrimination and/or harassment based on race; colour; creed; sincerely held religious beliefs, practices or observances; sex (including pregnancy or disabilities related to nursing); gender (including gender identity and/or gender expression); sexual orientation; national origin; ancestry; familial or marital status; age; physical or mental disability; citizenship; political affiliation; medical condition (including family and medical leave); domestic violence victim status; past, current or prospective service in the Canadian uniformed service; Canadian Military/Veteran status; pre-disposing genetic characteristics or any other characteristic protected under applicable provincial employment legislation.
Accommodation for applicants with disabilities is available upon request in connection with the recruitment process and/or employment/partnership.RSM is committed to providing equal opportunity and reasonable accommodation for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or otherwise participate in the recruiting process, please call us at 800-274-3978 or send us an email at careers@rsmus.com.
At RSM, an employee's pay at any point in their career is intended to reflect their experiences, performance, and skills for their current role. The salary range (or starting rate for interns and associates) for this role represents numerous factors considered in the hiring decisions including, but not limited to, education, skills, work experience, certifications, location, etc. As such, pay for the successful candidate(s) could fall anywhere within the stated range.
Compensation Range: $74,500 - $108,000