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Client Associate Jobs in Barrie, ON (NOW HIRING)

Royal Bank of Canada

Associate

Newmarket, ON

CA$37K - CA$50K/yr

The RBC Dominion Securities branch located in Newmarket is seeking an Associate to provide ... Maintain existing client accounts and identify opportunities to contact clients. You will be ...

Aritzia

Retail Associate - Upper Canada

Newmarket, ON · On-site

$30/hr

THE TEAM The mission of the Retail team is to deliver world-class client experiences. THE ... As a Retail Associate within our boutiques, you will be part of the team responsible for the ...

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All JobsClient Associate JobsClient Associate Jobs in Barrie, ON

Client Associate information

See Barrie, ON salary details

$25.7K

$47.7K

$75.5K

How much do client associate jobs pay per year?

As of Jun 16, 2026, the average yearly pay for client associate in Barrie, ON is $47,700.00, according to ZipRecruiter salary data. Most workers in this role earn between $37,764.00 and $55,891.00 per year, depending on experience, location, and employer.

What does a client associate do?

A client associate supports clients by managing accounts, providing information, and addressing inquiries. They often handle administrative tasks, use customer relationship management (CRM) tools, and ensure client needs are met efficiently within a financial or service environment.

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 job makes 10,000 a month without a degree?

A Client Associate role can potentially earn $10,000 or more per month with experience, strong sales skills, and a client-focused approach, especially in finance or investment firms. High earnings often depend on commissions, bonuses, and performance, and such roles typically require excellent communication and relationship management skills rather than formal degrees.

What are Client Associates?

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.

Is client associate entry-level?

A client associate position is often considered entry-level, suitable for candidates with a bachelor's degree and strong communication skills. Many firms provide on-the-job training and may require some familiarity with financial products or customer service experience. Advancement typically involves gaining industry knowledge and developing client management skills.

Is Associate the lowest position?

In many organizations, the title 'Client Associate' is an entry-level or junior position within client service or financial roles. However, the lowest position can vary depending on the company's hierarchy and structure, and there may be roles such as intern or assistant that are considered lower. Career progression often involves moving from associate to higher roles with experience and skills development.

What are the key skills and qualifications needed to thrive as a Client Associate, and why are they important?

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 Barrie, ON? The most popular types of Client jobs in Barrie, ON are:
What job categories do people searching Client Associate jobs in Barrie, ON look for? The top searched job categories for Client Associate jobs in Barrie, ON are:
What cities near Barrie, ON are hiring for Client Associate jobs? Cities near Barrie, ON with the most Client Associate job openings:
Client Associate jobs near you
Infographic showing various Client Associate job openings in Barrie, ON as of June 2026, with employment types broken down into 75% Full Time, 24% Part Time, and 1% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $47,700 per year, or $22.9 per hour.

Insurance and Wealth Associate, Prospr by Sun Life

Sun Life Financial

King, ON • On-site

Full-time

Medical, Dental, Life, Retirement, PTO

Posted 11 days ago

Sun Life Assurance Company of Canada rating

8.6

Company rating: 8.6 out of 10

Based on 18 frontline employees who took The Breakroom Quiz

73rd of 261 rated insurance

Job description

You are as unique as your background, experience and point of view. Here, you'll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll have new and exciting opportunities to make life brighter for our Clients - who are at the heart of everything we do. Discover how you can make a difference in the lives of individuals, families and communities around the world.

Job Description:

Be part of a unique change!...At Sun Life Financial the client is at the centre of everything we do. As an Insurance and Wealth Associate in our newly created Prospr by Sun Life team your work will directly contribute to our mission of helping clients achieve lifetime financial security and live healthier lives.

As a member of our dynamic team, you will play an integral role supporting new and existing clients with service needs as well as encouraging them to consult with our fully licensed Prospr Advisors who will provide holistic Life, Health and Wealth solutions.

You are an effective communicator who possesses outstanding customer service skills and consistently demonstrates professionalism? You are flexible and can adapt within an ambiguous environment with shifting priorities? You are a solution oriented and use active listening to understand client needs and provide tailored and timely recommendations; and you thrive in a work environment committed to continuous improvement, personal growth, and professional development? Above all, if you get satisfaction and enjoyment in helping others apply today.

Reporting to the Sales Manager, Prospr by Sun Life, you will:

  • Answer calls from our existing Prospr block of clients with the goal of fulfilling their service needs
  • Make outbound calls to clients who have submitted service requests; service requests include but are not limited to policy level changes, beneficiary changes, and account reviews
  • Make outbound calls to new and existing clients to identify new sales opportunities and offer financial planning services
  • Manage the death claims process and fulfill outstanding death claims
  • Support and triage clients entering the Prospr platform through the chat function

What do you need to succeed?

  • Strong verbal and written communication skills with the ability to build credibility and rapport
  • Experience in blended or outbound Call Centre or telephone service
  • Knowledge / experience within the financial services industry
  • Strong relationship building and problem solving skills
  • Availability on a variable schedule Monday to Friday between 8am to 8pm
  • Ability to leverage digital tools to create engaging client interactions
  • Adaptable and resourceful

Why join our Team? The reasons are as diverse as the people who work here. Here are some examples of what's in it for you:

  • Work virtually from your dedicated home while still having a strong team environment office during the COVID 19 pandemic and transition to our Sun Life office located in downtown Toronto after the pandemic
  • Competitive Salary and annual incentive plan
  • A Comprehensive benefits package which includes:
  • Medical, dental, life, and disability insurance
  • Employee matched pension plan
  • Stock purchase plan
  • 3 weeks paid vacation
  • Licensing fees covered
  • The opportunity to work in an environment committed to continuous improvement as well as personal growth and career development
  • The ability to be part of a new and evolving Prospr by Sun Life Team - you will be contributing to shaping the future of the business!
  • The chance to work in a positive, dynamic, and collaborative work environment where you are encouraged to share your ideas and be heard

Assets:

  • Bilingualism (English & French)
  • Investment Funds in Canada (Mutual Funds/"IFIC" or CIFC) or the Life Insurance License ("LLQP")
  • Knowledge of Sun Life Individual Insurance and Investment products
  • Experience using Salesforce.com for client relationship management platform (CRM)

The Base Pay range is for the primary location for which the job is posted. It may vary depending on the work location of the successful candidate or other factors. In addition to Base Pay, eligible Sun Life employees participate in various incentive plans, payment under which is discretionary and subject to individual and company performance. Certain sales focused roles have sales incentive plans based on individual or group sales results.

Diversity and inclusion have always been at the core of our values at Sun Life. A diverse workforce with wide perspectives and creative ideas benefits our Clients, the communities where we operate and all of us as colleagues. We welcome applications from qualified individuals from all backgrounds.

Persons with disabilities who need accommodation in the application process, or those needing job postings in an alternative format, may e-mail a request to thebrightside@sunlife.com.

We are proud to be a hybrid organization that offers our employees the choice and flexibility to work from both the office and virtually based on the needs of the business, our Clients and you! Several work options are available and can be discussed throughout the selection process depending on the role requirements and individual needs.

We may use artificial intelligence to support candidate sourcing, screening, interview scheduling.

We thank all applicants for showing an interest in this position. Only those selected for an interview will be contacted.

Salary Range:

51,000/51 000 - 80,200/80 200

Job Category:

Customer Service / Operations

Posting End Date:

13/06/2026

What Sun Life Assurance Company of Canada employees say

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