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Client Associate Jobs in Barrie, ON (NOW HIRING)

Owen & Associates

Benefits Specialist

Collingwood, ON · On-site

About the Opportunity Owen & Associates is seeking a Benefits Specialist to join our growing team ... Respond to client and employee inquiries in a professional, timely manner * Process enrollments ...

CIBC US

Associate Financial Advisor

Bradford, ON

As an Associate Financial Advisor, you'll form a deep understanding of your personal and small ... Client engagement - Meet with clients to understand their personal and business priorities, advise ...

CIBC

Associate Financial Advisor

Bradford, ON · On-site

As an Associate Financial Advisor, you'll form a deep understanding of your personal and small ... Client engagement - Meet with clients to understand their personal and business priorities, advise ...

Sherwin-Williams

Store Associate

Barrie, ON · On-site

Store Associates are also expected to promptly resolve any customer concerns and ensure maximum client satisfaction as well as stay up-to-date with product features and maintain the high quality and ...

Td

Customer Experience Associate

Orillia, ON · On-site

CA$22 - CA$27.21/hr

... Associate. We are expecting an all-around champion who can understand customer needs and advise ... TD is deeply committed to being a leader in client experience, that is why we believe that all ...

Tapestry, Inc.

Sales Associate III

Cookstown, ON · On-site

The Sales Associate is the frontline ambassador of the Coach brand. You will deliver an elevated ... Build lasting client relationships through personalized styling, product expertise, and fashion ...

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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.

Associate Director, Portfolio Strategy & Analytics - SLC Management

Sun Life Capital Management

King, ON • Hybrid

Full-time

PTO

Posted 5 days ago

Job description

SLC Management is a growing global asset management firm providing innovative and diversified investment solutions to institutional investors. We are breaking new ground with a full spectrum of solutions for a growing institutional client base of more than 1400 organizations. Our history of organic and strategic growth reflects this commitment with over CA$422/US$304 billion in assets under management (AUM). As a subsidiary of Sun Life, we are aligned with one of the world's leading financial services companies, and benefit from the stability and strength of that relationship.

We are a performance-driven organization with a deliberate focus on fostering a development-focused, inclusive culture revolving around our Core Values of being client obsessed, valuing each other, acting with speed and having an owner's mindset. As part of our team, you play a role in fulfilling our purpose and making a difference.We offer a rewarding work environment that is filled with opportunity for growth where you will be empowered to meet the challenges of a highly competitive landscape.

Visit our website to learn more and for the most up to date AUM information.

SLC Management offers a mix of in-office and virtual work where our employees are empowered to do their best. Generally, employees are expected to work three or more days in-office each week with flexibility depending on their business, client and team needs.

Job Description:

Associate Director, Portfolio Strategy & Analytics - SLC Management

What is in it for you:

As part of the Portfolio Strategy & Analytics team, the Associate Director is a strategic investment role positioned at the intersection of portfolio construction, asset allocation, and executive-facing analytics, with a focus on insurance and surplus portfolios. They will partner closely with investment, ALM, finance, risk, and treasury teams to analyze portfolio performance, evaluate risk/return trade-offs, and deliver data-driven insights that inform investment strategy and tactical asset allocation decisions. The role is responsible for translating complex portfolio and market analysis into clear, actionable recommendations and executive-ready reporting, helping senior stakeholders optimize portfolio positioning across dimensions such as liquidity, duration, and capital. This is an opportunity to work analytical and collaboratively, connecting data to decision-making and influencing outcomes across a sophisticated investment platform.

What you will do:

  • Surplus and General Portfolio Management:
    • Monitor surplus portfolios globally, providing insights on asset allocation, duration, liquidity, and earnings drivers.
    • Support the development and communication of surplus investment strategies across entities, ensuring consistency in decision-making.
    • Assist in monitoring FVOCI, liquidity positions, and tactical surplus trading initiatives.
  • Investment Strategy and Optimization:
    • Support enterprise-wide investment strategy and optimization reviews across Sun Life's business groups (non-Par/Par Insurance Contracts, Investment Contracts, Surplus).
    • Contribute analysis to ensure a consistent, best-in-class optimization approach is applied across portfolios, customized for Sun Life's needs.
    • Assist in evaluating portfolio construction trade-offs (risk, return, capital, and liquidity) and ensuring asset allocation changes are actionable.
  • Tactical Asset Allocation (TAA)
    • Partner with the bond desk to develop and refine TAA views, providing timely market, macroeconomic, and portfolio analytics.
    • Assist in relative value analysis to support near-term allocation adjustments.
    • Support the translation of TAA recommendations into portfolio positioning in collaboration with investment teams.
  • Analytics, Reporting & Governance
    • Prepare high-quality analytics and reporting for senior management, CIO reviews, and governance forums
    • Support annual business planning and forecasting processes by providing surplus portfolio insights and investment earnings inputs.
    • Enhance transparency of portfolio positioning and performance drivers through clear, value-added reporting.
  • Collaboration & Execution
    • Support the Office of CIO on strategic initiatives and enterprise opportunities, contributing analytics, insights, and execution support to drive impactful outcomes.
    • Partner with internal teams (Investment, ALM, Finance, Risk, Treasury) to deliver cross-enterprise projects.
    • Work alongside the senior members of the team to coordinate initiatives and ad-hoc projects, ensuring consistent execution across stakeholders.
    • Cultivate strong relationships across functional areas to drive collaboration and alignment.

What you need to succeed:

  • 3+ years of experience in investment strategy, portfolio management or related fields.
  • Strong understanding of modern portfolio theory, asset pricing, and portfolio construction.
  • Broad knowledge of asset classes; familiarity with insurance liabilities and surplus portfolios is an advantage.
  • Demonstrated analytical and problem-solving skills, with ability to translate complex analysis into actionable insights.
  • Strong communication skills, with ability to engage both technical and senior audiences effectively.
  • Collaborative and proactive approach, with proven ability to work across teams and functions.
  • Proficiency with financial tools/software such as Bloomberg, BlackRock Aladdin, or Morningstar Direct (a plus).
  • University degree in Finance, Business, or Economics; CFA designation (or progress toward) preferred.

Why SLC Management?

  • Opportunity to work for a growing global institutional asset manager
  • Excellent benefits and wellness programs to support the three pillars of your well-being - mental, physical and financial - including generous vacation and sick time, market-leading maternity, parental and adoption leave top up program, a partially-paid sabbatical program and much more
  • Pension, stock and savings programs with an employer-paid match to help build and enhance your future financial security
  • A flexible work environment with a friendly, caring, collaborative and inclusive culture focused on career growth development #WeWinAsATeam
  • The opportunity to move along a variety of career paths with amazing networking potential
  • Award winning workplace culture - Great Place to Work Certified in Canada and the U.S., "Best Places to Work" by Glassdoor, Award for Excellence for Mental Health at Work, "Best Places to Work in Money Management" by Pension & Investments

SLC Management is a regulated business, and this means that there are certain financial reporting and trading preclearance requirements for all employees. Successful candidates will be required to declare personal investment accounts and securities investments as well as seek preclearance on future transactions including those of household members.

Job Category:

Asset Management

Salary Range

88,500/88 500 - 128,500/128 500

We are committed to pay transparency and equity. The base salary range for this role is competitive and we strive to ensure that compensation is fair and equitable. Your actual base salary will be determined by your unique skills, qualifications, experience, education, and geographic location. In addition to base salary, this position is eligible for a discretionary annual incentive award based on individual and overall business performance along with a broad range of competitive benefits.

We are committed to fostering an inclusive environment where all employees feel they belong, are supported and empowered to thrive. We are dedicated to building teams with varied experiences, backgrounds perspectives and ideas that benefit our colleagues, clients, and the communities where we operate. We encourage applications from qualified individuals from all backgrounds.

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

We will make reasonable accommodations to known physical or mental limitations. 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 thank all applicants for showing an interest in this position. Only those selected for an interview will be contacted.

Apply