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Client Associate Jobs in Milton, ON (NOW HIRING)

Open Text Corporation

Client Associate

Waterloo, ON · On-site

CA$63K - CA$95K/yr

  • PTO

YOUR IMPACT The Client Associate within the Professional Services division plays a critical role in supporting the sales cycle, particularly for small and fast-moving engagements. As a Client ...

New

CIBC

Client Associate CIBC Wood Gundy

Toronto, ON · On-site

CA$50K - CA$59K/yr

  • Retirement

To learn more about CIBC, please visit CIBC.com What you'll be doing As a Client Associate, you will work closely with Investment Advisors at CIBC Wood Gundy to help manage their portfolios and ...

CIBC US

Client Associate CIBC Wood Gundy

Toronto, ON

CA$50K - CA$59K/yr

  • Retirement

To learn more about CIBC, please visit CIBC.com What you'll be doing As a Client Associate, you will work closely with Investment Advisors at CIBC Wood Gundy to help manage their portfolios and ...

CIBC

Client Associate (IR licensed) Wood Gundy

Toronto, ON · On-site

CA$50K - CA$59K/yr

  • Retirement

As a Client Associate, you will work closely with Investment Advisors at CIBC Wood Gundy to help manage their portfolios and develop new business. You will directly engage with high-net-worth clients ...

RH

Client Services Associate

Toronto, ON · On-site

Client Services Associates play an integral role in providing luxury service and assessing the needs of our clients. This is the ideal role for an innovator with a sense of personal style, polished ...

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Showing results 1-20

All JobsClient Associate JobsClient Associate Jobs in Milton, ON

Client Associate information

See Milton, ON salary details

$24.1K

$44.8K

$71K

How much do client associate jobs pay per year?

As of Aug 15, 2026, the average yearly pay for client associate in Milton, ON is $44,818.00, according to ZipRecruiter salary data. Most workers in this role earn between $35,483.00 and $52,515.00 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 Milton, ON?

The most popular types of Client jobs in Milton, ON are:

What job categories do people searching Client Associate jobs in Milton, ON look for?

The top searched job categories for Client Associate jobs in Milton, ON are:

What cities near Milton, ON are hiring for Client Associate jobs?

Cities near Milton, ON with the most Client Associate job openings:

Client Associate jobs near you
Infographic showing various Client Associate job openings in Milton, ON as of August 2026, with employment types broken down into 1% As Needed, 74% Full Time, 17% Part Time, 1% Temporary, and 7% Contract. Highlights an 87% Physical, 4% Hybrid, and 9% Remote job distribution, with an average salary of $44,818 per year, or $21.5 per hour.

Client Associate

Open Text Corporation

Waterloo, ON • On-site

CA$63K - CA$95K/yr

Full-time

PTO

Posted 3 days ago

New

Job description

Hiring Manager: Shadi El Halabi

Talent Acquisition Advisor: Chitra Menon

Job Code Level: CRP2

Refer Your Friends!

AI-First. Future-Driven. Human-Centered.

At OpenText, AI is at the heart of everything we do-powering innovation, transforming work, and empowering digital knowledge workers. We are hiring talent AI can't replace to help us shape the future of information management. Join us.


YOUR IMPACT
The Client Associate within the Professional Services division plays a critical role in supporting the sales cycle, particularly for small and fast-moving engagements. As a Client Associate, you will be part of a reactive deal team, managing inbound leads from the Demand Hub and assisting the sales team in driving through the full sales process-from opportunity creation to contract execution and deal closure.

WHAT THE ROLE OFFERS
Own and manage small packaged or flexible engagements from initial lead to signed contract.
Create and manage opportunities in Salesforce (SFDC), ensuring accurate and timely data entry and updates.
Gather requirements from internal stakeholders and clients to scope and define engagement parameters.
Collaborate with Practice Leads and Consultants to develop tailored proposals and packaged solutions.
Draft, format, and deliver proposals using Microsoft Word and other tools, ensuring alignment with clients needs and internal standards.
Coordinate with Legal, Finance, and other departments to ensure compliance and secure necessary approvals.
Review pricing and calculations for accuracy and profitability.
Maintain digital records and documentation for all proposals and contracts.
Act as a liaison between sales, delivery, and operations teams to ensure smooth handoffs and project readiness.

WHAT YOU NEED TO SUCCEED
Good understanding of sales operations and the end-to-end sales cycle.
Experience managing small deals or packaged service offerings.
Proficiency in Salesforce and Microsoft Office Suite (Word, Excel, PowerPoint).
Excellent communication, coordination, and organizational skills.
Ability to interpret contractual documents and pricing models.
Detail-oriented with strong analytical and problem-solving abilities.
Comfortable working in a fast-paced, cross-functional environment.
Ability to communicate effectively in both English and French is preferred but not required.
Basic legal knowledge is a plus, but not required.


ONE LAST THING:
OpenText is more than just a corporation, it's a global community where trust is foundational, the bar is raised, and outcomes are owned. Join us in shaping the future of content management solutions. Apply now and be part of our exciting journey at OpenText!


OpenText's commitment to diversity and inclusion surpasses legal requirements, evident in our Equal Employment Opportunity Statement of Policy which promotes a respectful and empowering environment for employees of all backgrounds, culture, national origin, race, color, gender, gender identification, sexual orientation, family status, age, veteran status, disability, religion, or other basis protected by applicable laws.

If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please submit a ticket at Ask HR. Our proactive approach fosters collaboration, innovation, and personal growth, enriching OpenText's vibrant workplace.

Compensation: At OpenText, we offer a thoughtfully designed benefits package that supports your physical, emotional, and financial wellbeing. As you move through the hiring process, we're happy to provide more details about our compensation programs, including variable and commission compensation opportunities for eligible roles, vacation entitlement, and paid time off.

Salary Range: $63,760 - $95,640; Depending on the candidate's education, experience, skills, geographical location, and alignment with internal equity and external market, actual salary may vary and be higher or lower than the range posted.

AI Usage Disclosure: As part of our commitment to transparency, we use artificial intelligence (AI) tools to assist in various stages of our recruitment process, including resume screening, candidate matching, interview scheduling, and communications. These tools are designed to improve efficiency, reduce bias, and enhance candidate experience. All decisions regarding hiring are made by qualified human professionals, and we continuously monitor our AI systems to ensure fairness and compliance with applicable regulations.

Employment Type: OTHER

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