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Client Associate Jobs in Ajax, ON (NOW HIRING)

Ci

Client Service Associate

Toronto, ON

CA$42K - CA$71K/yr

As a Client Service Associate at CI Financial, you will be instrumental in collaborating with internal and external stakeholders to provide top-notch client support to our Financial Advisors. In this ...

NFP Corp

Client Service Associate

Thornhill, ON · Hybrid

CA$50K - CA$60K/yr

We are seeking a dedicated and detailed-oriented individual to join our team as a Client Service Associate to support the needs of our Individual Solutions division. In this role, you will be ...

NFP Corp

Client Service Associate

Thornhill, ON · Hybrid

CA$50K - CA$60K/yr

We are seeking a dedicated and detailed-oriented individual to join our team as a Client Service Associate to support the needs of our Individual Solutions division. In this role, you will be ...

Cavell Risk, Inc.

Director, Client Experience

Toronto, ON · On-site

$100 - $130/hr

Leads, provides direction to, delegates, supports and evaluates the work of the Manager, Client Experience and the Associate, Client Experience; * Oversees the client service experience, ensuring ...

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Showing results 21-40

All JobsClient Associate JobsClient Associate Jobs in Ajax, ON

Client Associate information

See Ajax, ON salary details

$23.1K

$42.8K

$67.8K

How much do client associate jobs pay per year?

As of Aug 9, 2026, the average yearly pay for client associate in Ajax, ON is $42,845.00, according to ZipRecruiter salary data. Most workers in this role earn between $33,921.00 and $50,203.00 per year, depending on experience, location, and employer.

How does a client associate typically collaborate with other teams within a financial services firm?

Client Associates frequently work alongside financial advisors, operations staff, and compliance departments to ensure seamless client service. They may coordinate account openings, process transactions, and assist with client inquiries, requiring strong communication and organizational skills. Collaboration is often facilitated through regular meetings, shared software platforms, and cross-departmental projects, making teamwork an essential aspect of the role. Adapting to different working styles and managing multiple priorities are common challenges that Client Associates navigate in this collaborative environment.

What is a client associate?

Client Associates are professionals who support financial advisors or client relationship managers in delivering high-quality service to clients. They handle administrative tasks, prepare account paperwork, respond to client inquiries, and help manage client accounts. Their role ensures smooth communication between clients and the firm while allowing advisors to focus on providing financial guidance. Client Associates often work in banking, wealth management, or investment firms. The position requires strong organizational, communication, and customer service skills.

What are the key skills and qualifications needed to thrive as a client associate?

To thrive as a Client Associate, you need strong organizational abilities, attention to detail, and foundational knowledge of financial products or client services, often supported by a relevant degree. Familiarity with CRM systems, financial software, and proficiency in Microsoft Office are typically required, and some firms may seek Series 7 or 63 licenses. Excellent communication, problem-solving skills, and a client-focused attitude help build trust and foster lasting client relationships. These capabilities ensure efficient client support, accurate processing of transactions, and contribute to overall client satisfaction and business success.

What is the difference between Client Associate vs Customer Service Representative?

AspectClient AssociateCustomer Service Representative
Required CredentialsHigh school diploma or equivalent; some roles prefer finance or sales certificationsHigh school diploma or equivalent; customer service training often preferred
Work EnvironmentFinancial institutions, investment firms, banksRetail, call centers, service centers
Employer & Industry UsageFinancial services, banking, wealth managementRetail, telecommunications, hospitality
Common Search & Comparison IntentUnderstanding roles in finance and client managementCustomer support and service roles

The main difference between a Client Associate and a Customer Service Representative lies in their industry focus and responsibilities. Client Associates typically work in financial institutions, handling client portfolios and providing investment or banking services. Customer Service Representatives work across various industries, focusing on resolving customer inquiries and support. While both roles require strong communication skills, Client Associates often need financial knowledge and certifications, whereas Customer Service Representatives focus on customer satisfaction and problem-solving.

What are the most commonly searched types of Client jobs in Ajax, ON? The most popular types of Client jobs in Ajax, ON are:
What cities near Ajax, ON are hiring for Client Associate jobs? Cities near Ajax, ON with the most Client Associate job openings:
Client Associate jobs near you
Infographic showing various Client Associate job openings in Ajax, ON as of August 2026, with employment types broken down into 1% As Needed, 82% Full Time, 11% Part Time, and 6% Contract. Highlights an 75% Physical, 3% Hybrid, and 22% Remote job distribution, with an average salary of $42,845 per year, or $20.6 per hour.

Associate, Execution, National Client Group

National Bank

Toronto, ON • On-site

Full-time

Medical, Retirement

Posted 10 days ago

Job description

A career as an Associate, Execution at the Ontario National Client Group team at National Bank means being part of a winning team. Financial professionals working together to be the best at delivering relevant and timely financial solutions that power the growth of Canadian businesses.

In this role you actively participate in a wide variety of complex senior debt lending mandates comprised of both bilateral and syndicated transactions headed by senior members of the National Client Group lending team.

Your job:

  • Support the day-to-day management of the Ontario National Client Group credit portfolio and assist with the execution of new lending opportunities/mandates as needed.
  • Perform high-quality credit analysis and deal structuring activities in accordance with Bank standards while partnering with the Director(s), National Client Group (Execution and Relationship Management), in managing and growing an existing portfolio(s) of complex lending relationships.
  • Perform transaction financial modeling (Microsoft Excel, S&P Capital IQ) and Borrower Risk Ratings on a portfolio of existing and prospective clients.
  • Independently manage an assigned portfolio of Annual Reviews while working collaboratively with Directors on more complex renewals.
  • Assist Directors by working closely with financial advisors, private equity sponsors and internal banking partners (i.e. derivative hedging, loan syndications and investment banking) to perform required due diligence on prospective new transaction opportunities.
  • Work in close collaboration with other Associates and Client Account Representatives on credit submission requests and ensure that client and collateral files are updated in a timely manner.

Your team

As a part of the Ontario National Client Group team, you are part of a dynamic and highly motivated team, and you report to the Director & Team Lead, Execution, National Client Group. Our team stands out for its excellence in transaction delivery, execution and collaboration with an integrated go-to-market strategy. The portfolio consists of a balance of large Canadian private businesses coupled with private equity sponsor-backed deals across diversified industries (both bilateral and syndicated transactions). Working hours are largely dictated by portfolio demands with occasional non-standard working hours under a hybrid working model (possibility of working from home up to 3-days a week).

Our training programs take an experiential approach in which you will collaborate with senior members of the National Client Group deal team and gain hands-on experience underwriting complex transactions and managing an active portfolio. As you develop your professional skillset and gain valuable transaction and portfolio management experience, several growth opportunities exist - both within the National Client Group team and within the broader Bank.

Requirements:

  • Hold a Bachelors’ degree in finance, accounting or related field to the sector of activity
  • Professional designation(s) and/or an advanced degree in Finance, Accounting or Business Administration is considered a strong asset
  • 3 to 5 years of experience in Corporate or upper mid-market Commercial Banking or related field.
  • Strong knowledge of credit underwriting, loan structuring (bilateral/syndicated transactions) and financial statement analysis.
Your benefits
In addition to competitive compensation, upon hiring you’ll be eligible for a wide range of flexible benefits to help promote your wellbeing and that of your family such as:

* Health and wellness program, including many options
* Flexible group insurance
* Generous pension plan
* Employee Share Ownership Plan
* Employee and family assistance program
* Preferential banking services
* Involvement in community initiatives
* Telemedicine service
* Virtual sleep clinic

We have an offer that keeps up with trends as well as your needs and those of your family.

Our dynamic work environments and cutting-edge collaboration tools foster a positive employee experience. We value employees’ ideas. Whether through our surveys or programs, regular feedback and ongoing communication are encouraged.

Making a bold move in a people-first environment
We’re a bank on a human scale that stands out for its courage, entrepreneurial culture, and passion for people. Our mission is to have a positive impact on people’s lives. Our core values of partnership, agility, and empowerment inspire us, and inclusion is central to our commitments. We aim, wherever possible, to provide a barrier-free and accessible environment to all employees.

We strive to provide accessibility measures throughout the recruitment process within the limits of our available resources. If you require accommodations, feel free to let us know during our initial conversations. We welcome all candidates! What can you bring to our team?

Join us!

Apply