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Client Associate Jobs in Hamilton, ON (NOW HIRING)

Td

PIA Client Service Associate

Ottawa, ON

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 ...

Hearing Solutions

Clinic Services Associate

Ottawa, ON · On-site

Role: Clinic Services Associate Location: Ottawa At Hearing Solutions, we connect people to the ... Keep client records organized and assist with general office tasks * Ensure the clinic is clean ...

Better Talent

Client / Account Operations

Hamilton, ON · On-site

CA$45K - CA$55K/yr

Position Summary RevWhisper is seeking a Client / Account Operations professional to serve as the central hub for client communication and coordination. This role requires a highly organized and ...

New

Royal Bank of Canada

Associate

Hamilton, ON · On-site

CA$37K - CA$50K/yr

Impact client experience through execution of client account administration, including account opening, account maintenance and efficient resolution of client request. * Maintain existing client ...

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All JobsClient Associate JobsClient Associate Jobs in Hamilton, ON

Client Associate information

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.

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 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 jobs near you
Infographic showing various Client Associate job openings in Hamilton, ON as of August 2026, with employment types broken down into 81% Full Time, 14% Part Time, and 5% Contract. Highlights an 63% Physical, 3% Hybrid, and 34% Remote job distribution.

Client Associate, Commercial Lines

Jones DesLauriers

Mississauga, ON • Hybrid

Full-time

Medical, Dental, PTO

This job post has expired today. Applications are no longer accepted.

Job description

POSITION OVERVIEW:

Jones DesLauriers is hiring for an experienced commercial insurance broker who is committed to delivering great customer service with a focus on retention of accounts on an assigned book of business. The Client Associate will play a central role in renewing existing accounts by serving JDIMI clients in assessing and fulfilling their insurance needs to the highest standards of satisfaction. The Client Associate is accountable for determining customer needs, negotiating coverages and terms, responding to complaints and inquiries, and processing of transactions. This role will provide for additional responsibilities to the successful candidate who previously held a Client Coordinator level broker position and is looking for more challenges and authority over the book of business assigned.


RESPONSIBILITIES:

  • Handle a book of business of up to approximately $500,000 in premium
  • Responsible for retention of 95% on renewal book of business
  • Manage renewal list of accounts at 120 days in advance of policy renewal
  • Follow up and collect accounts receivables based on weekly accounts receivables report
  • Answer client inquiries on the book of business and provide support to Client Managers on their book of business
  • Market and communicate client accounts to Insurers
  • Handle claims inquiries from clients
  • Attend client and Insurer meetings/events as necessary
  • Issue certificates of insurance within 24 hours for assigned Client Managers and send to appropriate insurer
  • Generate/issue liability slips for renewals, endorsements and new business
  • Process documents: renewals, endorsements, and new business
  • Invoice and execute on premium finance contracts and premium allocations
  • Run MVRs/driver abstracts, CVOR, etc.
  • Generate applications/forms (e.g. SOV, Profits Worksheets etc.) with abeyance for follow up
  • Maintain and update premium comparisons, summaries, executive summaries (if applicable)
  • Perform Auto Quotes on Compu-Quote when required
  • Manage effectively the abeyance system
  • Creating policy binders to send out to clients
  • Other duties as assigned


REQUIREMENTS:

  • Minimum 1 to 2 years of commercial insurance experience required
  • R.I.B.O license required
  • Working towards C.I.P. or C.A.I.B. designation(s)
  • Strong attention to detail, time management and analytical skills
  • Ability to be a self starter with strong written and oral communication skills as well as organizational skills
  • Advanced skills in Outlook, Excel, Word and EPIC


WHAT WE OFFER :


  • Health and Dental Benefits
  • RRSP Match Program
  • Bonus
  • Hybrid Work Environment
  • Paid Vacation Time
  • Sick Days
  • Additional PTO available


*This is a net new role.

*Navacord DOES NOT utilize artificial intelligence in the screening, assessment, or selection of applicants for this position.

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