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Client Associate Jobs in Toronto, ON (NOW HIRING)

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 ...

Ebury

Associate Client Portfolio Manager

Toronto, ON · On-site

Associate Client Portfolio Manager Ebury Toronto - Office based *Exceptional on target earnings potential* We are looking for a Client Portfolio Manager in our Toronto Office, with proven dealing ...

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 ...

Bmo

Client Service Associate

Oshawa, ON · On-site

A client-focused role, committed to managing and growing client relationships through the delivery of service and advice. * Books meetings with new prospects and prepares introductory package for the ...

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Showing results 1-20

All JobsClient Associate JobsClient Associate Jobs in Toronto, ON

Client Associate information

See Toronto, ON salary details

$24.3K

$45.2K

$71.6K

How much do client associate jobs pay per year?

As of Jun 16, 2026, the average yearly pay for client associate in Toronto, ON is $45,202.00, according to ZipRecruiter salary data. Most workers in this role earn between $35,787.00 and $52,965.00 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 Toronto, ON? The most popular types of Client jobs in Toronto, ON are:
What are popular job titles related to Client Associate jobs in Toronto, ON? For Client Associate jobs in Toronto, ON, the most frequently searched job titles are:
What job categories do people searching Client Associate jobs in Toronto, ON look for? The top searched job categories for Client Associate jobs in Toronto, ON are:
What cities near Toronto, ON are hiring for Client Associate jobs? Cities near Toronto, ON with the most Client Associate job openings:
Client Associate jobs near you

Client Services Associate

Cidel Private Bank

Toronto, ON • On-site

Contractor

Posted 15 days ago

Job description

This posting is for an 18 month contract position that is currently vacant.


About Cidel

Cidel is a Canadian-based global private bank and asset manager. We help high net worth individuals, families and institutions protect and grow their wealth. Our expertise spans three well-integrated service areas:

  1. Asset Management,
  2. Planning, Structuring & Trust, and
  3. Specialized Banking

We are a unique firm in the way we combine the scale and capability of a large global bank, with the continuity and genuine commitment to service of a boutique firm.

Description


We are seeking a highly motivated and detailoriented Client Services Associate to join our Client Services team for 18 months. This role supports the delivery of exceptional client service by coordinating client onboarding, account maintenance, cash management, reporting, and regulatory documentation.

Areas of Focus will Include:

Client Service & Relationship Support

  • Ensure timely and accurate resolution of all client requests and inquiries
  • Monitor group email inboxes and coordinate responses to, client matters as required

Client Account Onboarding

  • Coordinate endtoend onboarding of client accounts, including:
    • Olympic contact setup and root reservation
    • Upload of documentation for compliance review and liaison with the Compliance team as required
    • Completion of final Olympic setup steps
    • Web access setup
    • Coordination with Operations for fund or omnibus account openings
    • Statement and duplicate statement setup
    • Website access setup
    • Fee setup
    • Estate management setup, where applicable

Client Record Maintenance

  • Create and maintain accurate client records across all systems
  • Maintain and organize client documentation on shared drives
  • Perform ongoing account maintenance in all applicable systems

Cash Management & Payments

  • Coordinate client cash requests, including:
    • Instructing, tracking, and entering daily oneoff and scheduled Electronic Funds Transfers (EFTs) across multiple custodians
    • Instructing, tracking, and entering wire transfers
    • Processing cheque deposits and withdrawals

Tax & Regulatory Documentation

  • Coordinate W8, W9, CRS, NR and related tax forms with custodians, including:
    • Daily updates to the Documents Portal
    • Tracking document expirations
    • Preparing forms for client execution and mailing
    • Tracking sent and received dates and following up as required
    • Uploading completed documentation

Client Reporting

  • Assist in the preparation and distribution of client reports, including:
    • Monthly corporate and yearend account reports
    • Oneoff statements or reports as requested by clients or internal stakeholders

Registered Plan & Tax Reporting Support

  • Assist with annual registered plan tax reporting, including:
    • RRSP contribution slips
    • RRSP, IPP, and RIF withdrawal slips
    • TFSA contribution and withdrawal reporting
    • Filings with custodians and/or the CRA

Asset Transfers & Account Closures

  • Support asset transfers in and out, including:
    • Preparation of transfer forms (standalone or as part of account opening packages)
    • Initiating and tracking transfers
    • Regular followup with transfer counterparties
    • Monitoring transfers at custodians
    • Providing regular updates to Wealth Consultants
    • Entry of transfer details in Olympic
  • Support final account closing processes
  • Coordinate other asset movements, including charitable donations in and out

Special Projects

  • Assist with special projects as assigned by the Manager, including but not limited to:
    • Document mailings
    • Document and directory maintenance
    • Account and system maintenance initiatives

Requirements and Key Competencies

  • Minimum 1-3 years of experience as a Client Service Administrator, Operations Administrator, or similar role within the financial services industry
  • Experience with regulatory documentation, tax reporting, wires, and/or backoffice custody operations preferred
  • Enrollment in or completion of the Canadian Securities Course (CSC) or a similar program preferred
  • Strong proficiency in Microsoft Office Suite
  • High attention to detail, strong organizational skills, and the ability to manage multiple priorities effectively
  • Demonstrated ability to work collaboratively in a teambased environment while delivering superior client service


Please apply via Bamboo

Please note that artificial intelligence (AI) tools may be used during the recruitment process to assist in screening, assessing, or selecting applicants. All AI assisted evaluations are conducted in accordance with applicable privacy and employment standards.

We welcome applications from individuals of all abilities, backgrounds, and experiences. Reasonable accommodations are available on request for candidates taking part throughout the hiring process to support equitable access and participation. Only successful candidates will be contacted.

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