ZipRecruiter

Log In

1

Client Associate Jobs in Toronto, ON (NOW HIRING)

Td

PIA Client Relationship Associate

Brampton, ON

CA$45K - CA$59K/yr

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 ...

New

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 ...

next page

Showing results 1-20

All JobsClient Associate JobsClient Associate Jobs in Toronto, ON

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 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

Associate, Client Experience

Cavell Risk, Inc.

Toronto, ON

CA$50K - CA$70K/yr

Full-time

Re-posted 11 hours ago

Job description

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 include processing and maintaining accurate and timely policy documentation, managing data integrity, and handling customer inquiries. They also assist in administrative duties and maintain client records to support the Manager in providing exceptional services to clients.
Duties and Responsibilities
  • Aid the Manager, Client Experience in day-to-day administrative tasks, such as preparing and sending submissions and client presentations;
  • Fosters strong professional relationships with clients, underwriters, and other industry professionals;
  • Timely preparation and sending of invoices, following up on outstanding payments, and fulfilling requests for certificates of insurance by the end of each business day;
  • Organize and maintain client files including submission information, policy documents, endorsements and critical correspondence;
  • Maintain claim logs, and adhere to abeyance procedures for accounts receivables, renewal documents and endorsement documentation;
  • Leverage knowledge of available products and lines of business to provide advice and recommendations to clients;
  • Complete necessary forms and documentation accurately;
  • Understand and apply legislative and regulatory frameworks; and
  • Perform other assigned duties as required.
Minimum Requirements
  • Bachelor's Degree in Business, Finance, or a related field;
  • Possession of RIBO licence or willingness to obtain one;
  • Demonstrated customer-focused mindset with a proven track record of delivering exceptional customer service experience;
  • Experience in an administrative role is advantageous;
  • Resourcefulness, exceptional time management and strong communication skills;
  • Active listening skills and the ability to ask insightful questions;
  • Proficiency in asking the right questions and suggesting appropriate courses of action;
  • Strong curiosity and commitment to continuous learning; and
  • Ability to embody the company's values of respect, reliability, and engagement.
Key Relationships
  • Internal: Executives, Colleagues, Support Staff
  • External: Clients, Insurance Companies, Underwriters, Claims, Engineers & Consultants
Working Conditions
  • Work on-site in our downtown Toronto office five days a week
  • Regular business hours but occasional work in the evenings or outside normal working hours may be required;
  • Ability to work on a computer for extended periods;
  • Work in a busy, open area office
  • Concentration for long hours requiring attention to detail and a high level of accuracy; and
  • Adherence to deadlines.
$50,000 - $70,000 a year
We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.
apply for this job

Apply