1

Client Associate Jobs in Hamilton, ON (NOW HIRING)

You'll play a key part in supporting and servicing high net worth client accounts. You'll provide ongoing support to a team that goes above and beyond for their clients. This position is a great ...

You'll play a key part in supporting and servicing high net worth client accounts. You'll provide ongoing support to a team that goes above and beyond for their clients. This position is a great ...

PIA Client Service Associate

Ottawa, 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 provide dedicated specialized administrative support to an Investment Advisor or team of Advisors on ...

If so, then apply for the position of PIA Client Relationship Associate today. In this role, you will provide business and relationship management as well as planning support to Investment Advisors ...

The Client Partner is responsible for building and managing relationships with enterprise clients ... Demonstrates and encourages respect for others; drives a positive associate and customer experience ...

Associate

Guelph, ON · On-site

CA$75K - CA$100K/yr

Partner with the Client Experience Associate to execute, manage, and audit your Investment Advisor's contact service plan ACCOUNT OPENING * Execute a world class account opening and onboarding ...

If so, then get onboard for the position of PIA Client Service Associate . In this role, you will provide dedicated specialized administrative support to an Investment Advisor or team of Advisors on ...

next page

Showing results 1-20

Client Associate information

What jobs pay 4000 a week without a degree?

A Client Associate role typically does not pay $4,000 a week without relevant experience or specialized skills. High-paying roles that can reach this level often involve sales, real estate, or financial services where commissions and bonuses are significant, but they usually require experience, certifications, or licensing. Most jobs paying this amount without a degree are in sales, entrepreneurship, or commission-based positions.

Is a client service associate a good job?

A client service associate is a role focused on assisting clients, managing accounts, and providing support within financial or service industries. It often requires strong communication skills, attention to detail, and familiarity with customer relationship management tools. The job can offer stable employment and opportunities for advancement, depending on the employer and industry.

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 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 Associate the lowest position?

In many organizations, the title of Client Associate is an entry-level or junior position, but it is not necessarily the lowest role. Some companies have internships, assistants, or trainee roles that are considered lower, while others may have multiple levels of associates before reaching senior or managerial positions. Career progression often depends on experience, performance, and company structure.

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 Hamilton, ON? The most popular types of Client jobs in Hamilton, ON are:
What job categories do people searching Client Associate jobs in Hamilton, ON look for? The top searched job categories for Client Associate jobs in Hamilton, ON are:
What cities near Hamilton, ON are hiring for Client Associate jobs? Cities near Hamilton, ON with the most Client Associate job openings:

Client Associate - Leadership Track Remote Bonus Promote in Months not Years AM

AO National Globe Life

Niagara Falls, ON • Remote

Other

Medical, Dental, Vision, Life

Posted 11 days ago


Job description

Client Associate - Leadership Track (Remote, Weekly Pay + Bonus, Promote in Months not Years)

AO Globe Life - AO National | Remote across Canada (BC, AB, SK, MB, ON, NL)

We are not hiring for a job. We are hiring the next person who will run a team here - and we promote in months, not years.

You will start by learning the fundamentals of client work and within months you will be mentoring newer teammates and helping shape how the team grows. Weekly pay, defined promotion track, benefits, and a real say at the table.

WHAT YOU WILL DO

Build genuine relationships with clients across Canada

Learn our products and systems inside out

Support onboarding and share what you learn with newer teammates Sit at the table when we plan how the team grows

Show up for daily coaching, weekly training, monthly leadership sessions WHO THRIVES HERE

Former athletes, coaches, and captains

Team leads from retail, hospitality, or service who want more room to grow Recent graduates who do not want a career that feels like a waiting room Career changers looking for meaning and momentum

THE TRACK

Associate Senior Associate Team Lead Manager

Leadership earned by contribution and character, not tenure

Real mentorship from leaders who are still building their own teams COMPENSATION

Uncapped earnings - the more families you help, the more you earn No cost to you for licensing training, materials, or exam prep

Warm leads - no cold calling, no door knocking, no buying leads

PERKS & BENEFITS

Health, dental & vision benefits after qualification period

Life insurance for you and your spouse (union benefit through OPEIU Local 277) Company-paid incentive trips: Dublin, Dubai, Cabo, Ibiza, Tulum

Recognition programs - MacBook Pro, Jeep Wrangler, Rolex incentives 100% remote, work-from-home setup - Canada wide (BC, AB, SK, MB, ON, NL) Defined leadership track: Associate Senior Team Lead Manager Daily coaching, weekly training, monthly leadership sessions

REQUIREMENTS

Legally eligible to work in Canada

Resident of BC, AB, SK, MB, ON or NL

URGENCY

Next virtual training cohort starts in the coming weeks. We are interviewing on a rolling basis and closing this intake once seats are filled - apply this week to be considered for the current cohort.

HOW TO APPLY

If you want a career that actually moves, apply this week. First round Zoom interviews within 48 hours.