ZipRecruiter

Log In

1

Client Associate Jobs in Milton, ON (NOW HIRING)

Assante Capital Management

Be Seen First

Client Services Associate

Oakville, ON · On-site

CA$44K/yr

We're a prominent, boutique wealth management office based in Oakville Ontario looking for the right fit candidate to join our team in a full-time, supporting role of Client Services Associate. This ...

Cavell Risk, Inc.

Associate, Client Experience

Toronto, ON · On-site

CA$50K - CA$70K/yr

The Associate, Client Experience is responsible for supporting the Manager, Client Experience in various tasks to ensure efficient operations and excellent customer service. Their responsibilities ...

proSapient

Client Services Associate

Toronto, ON · On-site

CA$45K - CA$62K/yr

What is an Associate? Our clients have a need to get information that they can't find on a simple ... Act as your own project manager by handling multiple client requests while connecting with and ...

proSapient

Client Services Associate

Toronto, ON · Hybrid

CA$45K - CA$62K/yr

What is an Associate? Our clients have a need to get information that they can't find on a simple ... Act as your own project manager by handling multiple client requests while connecting with and ...

Ci

Client Services Associate

Toronto, ON

CA$42K - CA$71K/yr

As Client Service Associate at CI Financial, you will be instrumental in collaborating with internal and external stakeholders to provide exceptional client support to our Financial Advisors. In this ...

Td

FP Client Service Associate

Toronto, ON · Remote

CA$52K - CA$74K/yr

The Client Service Associate (CSA) provides a high level of dedicated sales and service support to TD Wealth Financial Planners by providing them with assistance in the three main CSA activities ...

Ci

Client Service Associate

Toronto, ON

CA$42K - CA$71K/yr

As Client Service Associate at CI Financial, you will be instrumental in collaborating with internal and external stakeholders to provide exceptional client support to our Financial Advisors. In this ...

Icon plc

Evidence Project Manager

Burlington, ON · On-site

Evidence Project Management (Mgr EPM) will support the Client Associate Director, Evidence Project Management I, II (AD EPM) in the operational delivery and oversight of company sponsored evidence ...

BNY

Associate, Client Processing I

Toronto, ON · On-site

Associate, Client Processing At BNY, our culture allows us to run our company better and enables employees' growth and success. As a leading global financial services company at the heart of the ...

next page

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 Jun 17, 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.

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 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 June 2026, with employment types broken down into 71% Full Time, 25% Part Time, 1% Temporary, and 3% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $44,818 per year, or $21.5 per hour.

Client Services Associate

Assante Capital Management

Oakville, ON • On-site

CA$44K/yr

Full-time

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

Job description

We're a prominent, boutique wealth management office based in Oakville Ontario looking for the right fit candidate to join our team in a full-time, supporting role of Client Services Associate. This is a permanent position with future growth potential. Please do not apply if you are a student or looking for a temporary position.


We are an intimate team with well established client relationships so fit is of the utmost importance. The ideal candidate must be confident and comfortable in social interactions, professional, articulate and genuine in appearance and demeanor, capable of multi-tasking and successful at managing shifting priorities throughout the day while seeing all time sensitive tasks to completion.


Hours: Monday to Friday 9:30-4:30pm.


Duties will include but are not limited to:


  • Maintaining inventory of and replenishing office supplies, food, beverages for the branch and branch events
  • Warmly greet all guests and offer/prepare refreshments for clients
  • Answering and redirecting incoming phone calls and overseeing distribution of Client Portal notifications to respective team member
  • Preparing meeting rooms for In-Person client meetings and clearing and tidying room after
  • Diligently managing the branch spaces to ensure a consistent, tidy, bright and happy client experience
  • Order Entry and follow up for daily trading per client request/need
  • Participating as a member of the branch in educational, fun and team building initiatives

Skills:

  • Strong Computer skill including MS Office, Word, Excel, and PowerPoint
  • Comfortable with technological applications such as CRM and other web-based apps
  • Exceptional customer service and communication skills
  • Strong organizational skills with a high attention to detail
  • Consistently demonstrates accountability and ownership
  • Ability to work independently as well as in a team
  • Ability to manage change effectively

Qualifications:

  • Financial administrative experience an asset
  • Post Secondary Education
  • Client relations/service: 1 year (required)
  • Experience in the financial services industry preferred
  • CSC an asset but not a requirement