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Client Associate Jobs in Waterloo, ON (NOW HIRING)

As a Client Service Representative, whether it's answering questions, assisting with transactions, or proactively connecting clients with the right team members, you'll be the first line of support ...

As a Client Service Representative, whether it's answering questions, assisting with transactions, or proactively connecting clients with the right team members, you'll be the first line of support ...

Senior Associate - US Tax

Kitchener, ON · On-site

CA$64K - CA$103K/yr

Responsible for client work being performed on time and within appropriate scope of services and ... The salary range (or starting rate for interns and associates) for this role represents numerous ...

As an Associate Financial Advisor, you'll form a deep understanding of your personal and small ... Client engagement - Meet with clients to understand their personal and business priorities, advise ...

As an Associate Financial Advisor, you'll form a deep understanding of your personal and small ... Client engagement - Meet with clients to understand their personal and business priorities, advise ...

Store Associates are also expected to promptly resolve any customer concerns and ensure maximum client satisfaction as well as stay up-to-date with product features and maintain the high quality and ...

Customer Support Associate

Cambridge, ON · On-site

CA$70K - CA$80K/yr

Customer Support Associate Join H2O4Life - a proudly Canadian company dedicated to providing ... Provide exceptional customer service and build strong client relationships * Represent Canadian ...

Customer Experience Associate

Listowel, ON · On-site

CA$22 - CA$27.21/hr

... Associate. We are expecting an all-around champion who can understand customer needs and advise ... TD is deeply committed to being a leader in client experience, that is why we believe that all ...

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Associate Veterinarian

Guelph, ON · On-site

CA$100K - CA$150K/yr

ASSOCIATE VETERINARIAN (Full Time/Part Time) North Bay Animal Hospital North Bay, Ontario Are you ... Maintain client/patient medical/surgical records and make certain all necessary logs are kept up to ...

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Client Associate information

See Waterloo, ON salary details

$23.8K

$44.2K

$69.9K

How much do client associate jobs pay per year?

As of Jun 16, 2026, the average yearly pay for client associate in Waterloo, ON is $44,161.00, according to ZipRecruiter salary data. Most workers in this role earn between $34,963.00 and $51,746.00 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 Waterloo, ON? The most popular types of Client jobs in Waterloo, ON are:
What job categories do people searching Client Associate jobs in Waterloo, ON look for? The top searched job categories for Client Associate jobs in Waterloo, ON are:
What cities near Waterloo, ON are hiring for Client Associate jobs? Cities near Waterloo, ON with the most Client Associate job openings:

Client Service Representative

CIBC US

Fergus, ON

Part-time

Retirement

Posted 11 days ago


Job description

We're building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what's right for our clients.

At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and what they contribute.

To learn more about CIBC, please visit CIBC.com

What you'll be doing

As a member of the Personal and Business Banking Team, you'll work in a fast-paced Banking Center and use your knowledge of financial services products to help clients with their day-to-day banking needs. As a Client Service Representative, whether it's answering questions, assisting with transactions, or proactively connecting clients with the right team members, you'll be the first line of support as clients work towards their financial goals. You're flexible to work our banking centre hours which may include evenings and weekends. To help deliver a great client experience, you're flexible to work at multiple banking centres within a reasonable travel distance.

At CIBC we enable the work environment most optimal for you to thrive in your role. To successfully perform the work, you'll be on-site full-time.

How you'll succeed

  • Client engagement - Help clients manage their accounts and products. Focus on the client experience and make interactions meaningful. Connect clients to the right CIBC team members who can help them reach their goals.
  • Problem solving - Listen, ask questions, and put yourself in the client's shoes. Act like an owner by taking accountability for client issues, and know when to lean on others to create a better solution together.
  • Leveraging technology - Become a technology expert. Share your knowledge by introducing clients to our mobile banking applications, helping them to better manage their banking needs.

Who you are

  • You put our clients first. You engage with purpose to find the right solutions. You go the extra mile, because it's the right thing to do.
  • You're goal oriented. You're motivated by accomplishing your goals and delivering your best to make a difference.
  • You're passionate about people. You find meaning in relationships, and surround yourself with a diverse network of partners. You connect with others through respect and authenticity.
  • You love to learn. You're passionate about growing your knowledge. You have a strong sense of curiosity.
  • You engage with your heart and mind. You care about people and respect different perspectives. You listen to and learn from the experiences of others.
  • Values matter to you. You bring your real self to work and you live our values - trust, teamwork, and accountability.

What CIBC Offers

At CIBC, your goals are a priority. We start with your strengths and ambitions as an employee and strive to create opportunities to tap into your potential. We aspire to give you a career, rather than just a paycheck.

  • We work to recognize you in meaningful, personalized ways including a competitive salary, incentive pay, banking benefits, a benefits program*, defined benefit pension plan*, an employee share purchase plan, a vacation offering, wellbeing support, and MomentMakers, our social, points-based recognition program.

  • Our spaces and technological toolkit will make it simple to bring together great minds to create innovative solutions that make a difference for our clients.

  • We cultivate a culture where you can express your ambition through initiatives like Purpose Day; a paid day off dedicated for you to use to invest in your growth and development.

*Subject to plan and program terms and conditions

What you need to know

  • CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong. We seek applicants with a wide range of abilities and we provide an accessible candidate experience. If you need accommodation, please contact Mailbox.careers-carrieres@cibc.com

  • CIBC is committed to clarity in our hiring process. All roles posted are opportunities we're actively recruiting for, unless stated otherwise.

  • You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit.

  • We may ask you to complete an attribute-based assessment and other skills test (such as simulation, coding, French proficiency).

  • We use artificial intelligence tools during the recruitment process. Our goal for the application process is to get to know more about you, all that you have to offer, and give you the opportunity to learn more about us.

Job Location

Fergus

Employment Type

Regular

Weekly Hours

15

Skills

Customer Service, Digital Literacy, Financial Processing, Online Banking, Organizational Efficiency, Teamwork