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Client Associate Jobs in Toronto, ON (NOW HIRING)

Walmart

(CAN) Client Partner

Mississauga, ON · On-site

The Client Partner is responsible for building and managing relationships with enterprise clients ... Demonstrates and encourages respect for others; drives a positive associate and customer experience ...

Ci

Client Service Associate

Toronto, ON

CA$42K - CA$71K/yr

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

NFP Corp

Client Service Associate

Thornhill, ON · Hybrid

CA$50K - CA$60K/yr

We are seeking a dedicated and detailed-oriented individual to join our team as a Client Service Associate to support the needs of our Individual Solutions division. In this role, you will be ...

NFP Corp

Client Service Associate

Thornhill, ON · Hybrid

CA$50K - CA$60K/yr

We are seeking a dedicated and detailed-oriented individual to join our team as a Client Service Associate to support the needs of our Individual Solutions division. In this role, you will be ...

Cavell Risk, Inc.

Director, Client Experience

Toronto, ON · On-site

$100 - $130/hr

Leads, provides direction to, delegates, supports and evaluates the work of the Manager, Client Experience and the Associate, Client Experience; * Oversees the client service experience, ensuring ...

Kantar

Senior Associate, Client Service

Toronto, ON · Hybrid

We are looking for a Senior Associate, Client Service to join our Canada team and contribute to delivering exceptional client outcomes across Brand, Creative & Innovation and Customer Experience (CX ...

Td

PIA Client Service Associate

Markham, ON · On-site

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 ...

New

Td

PIA Client Service Associate

Toronto, ON · On-site

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 ...

Td

PIA Client Service Associate

Toronto, ON · On-site

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 ...

Td

PIA Client Service Associate

Vaughan, ON · On-site

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 ...

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Showing results 41-60

All JobsClient Associate JobsClient Associate Jobs in Toronto, ON

Client Associate information

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 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
Infographic showing various Client Associate job openings in Toronto, ON as of August 2026, with employment types broken down into 1% As Needed, 73% Full Time, 20% Part Time, and 6% Contract. Highlights an 87% Physical, 4% Hybrid, and 9% Remote job distribution.

Client Experience Associate

Harbourfront Wealth Management

Toronto, ON • On-site

Full-time

Re-posted 2 days ago

Job description

Who we are:
Harbourfront Wealth is a dynamic industry leader specializing in financial services and wealth management. We are a fast-growing wealth management firm with over $16 billion in assets under administration, comprised of five integrated entities: CIRO dealer, investment counsel, asset manager, U.S. Registered Investment Advisor (RIA) and insurance company. At Harbourfront Wealth, our core values start with the belief that great people make great companies.
Career Opportunity:
Cumberland Private Wealth, in partnership with Harbourfront Wealth, is a leading discretionary wealth management firm advising high-net-worth individuals, families, and foundations across Canada. We are seeking a Client Experience Associate plays a key role in supporting Client Portfolio Managers (CPMs) by delivering exceptional administrative, operational, and business development support. This role ensures superior and personalized client experience through diligent account management, client service excellence, and seamless coordination of client-facing activities.
You will be responsible for:
  • Responding promptly and effectively to requests from clients, advisors and CPMs;
  • Completing new client account openings and ensure annual maintenance of existing accounts is accurate, up to date, and compliant with internal policies;
  • Supporting CPMs in all aspects of client relationship management, including preparing materials, scheduling, and organizing client meetings (in person or online);
  • Ensuring that all reports and documents presented to clients (monthly, quarterly and annually) reflect information that is both complete and of the highest quality, and are produced and delivered within the required timelines;
  • Collaborating with other team members in business development initiatives, special events and process improvement projects;
  • Providing reception coverage and event support as required.
 
The ideal candidate for this position can:
  • Demonstrate a commitment to ethical conduct and integrity ensuring all client interactions are handled with professionalism and trustworthiness;
  • Bring an excellent attitude and a dedication to extraordinary service, consistently exceeding expectations;
  • Demonstrate strong interpersonal skills, communicating effectively and collaborating across in‑person, phone, and virtual channels;
  • Showcase exceptional problem-solving abilities, tackling challenges with creativity and confidence;
  • Maintain strong organizational skills to effectively manage tasks and priorities;
  • Excel in dynamic environments and adapt to change with ease, managing a high volume of competing priorities while maintaining focus;
  • Exhibit critical thinking and outstanding communication skills, both written and verbal, to deliver clear and impactful messages;
  • Uphold the highest levels of confidentiality, safeguarding sensitive information and ensuring trust in every interaction.

The ideal candidate for this position has:
  • A bachelor’s degree in business, finance, or related fields is ideal, but equivalent experience will be given consideration;
  • 5+ years in an administrative or client-support role, ideally in financial services, wealth management, or a similar environment;
  • Experience in financial planning is an asset;
  • Registered with CIRO as an Investment Representative (IR) or Registered Representative (RR) or meets the requirements to register;
  • Comfortable with tools like Microsoft Office (Word, Excel, Outlook, Teams) and learning other systems;
Working Conditions:
  • Working hours: standard 40 hours (8:30 -5:30)
  • Completion of tasks within a fixed time frame
  • Occasional requirement to work overtime

Diversity and Inclusion
Diversity is an important value to us. We are committed to providing equal opportunities in employment and to providing a workplace which is free from discrimination and harassment. This means that all job applicants and employees will receive equal treatment regardless of race, colour, ethnic or national origins, sex, marital status, disability, age, sexual orientation, religion, or belief.