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Client Associate Jobs in Whitby, ON (NOW HIRING)

Akkodis

Private Client Associate

Toronto, ON · Hybrid

Private Client Associate Duration: 4 Months + Possibility of Extension Location: Toronto ON Work Model: Hybrid Pay Rate: CAD 23/hr T4 - 25/hr T4 Private Client Associate As a member of the Private ...

CIBC

Client Associate (IR Licensed)

Toronto, ON

CA$50K - CA$59K/yr

To learn more about CIBC, please visit CIBC.com What you'll be doing As a Client Associate, you will work closely with Investment Advisors at CIBC Wood Gundy to help manage their portfolios and ...

CIBC US

Client Associate (IR Licensed)

Toronto, ON · On-site

CA$50K - CA$59K/yr

To learn more about CIBC, please visit CIBC.com What you'll be doing As a Client Associate, you will work closely with Investment Advisors at CIBC Wood Gundy to help manage their portfolios and ...

SPS North America

Client Services Associate

Toronto, ON · On-site

CA$19 - CA$21/hr

Client Services Associate Reports To: The Client Services Associate will report to the Client Services Supervisor, Client Services Manager, or equivalent leadership. Job Overview: The Client Services ...

RH

Client Services Associate

Toronto, ON

Client Services Associates play an integral role in providing luxury service and assessing the needs of our clients. This is the ideal role for an innovator with a sense of personal style, polished ...

RH

Client Services Associate

Toronto, ON

Client Services Associates play an integral role in providing luxury service and assessing the needs of our clients. This is the ideal role for an innovator with a sense of personal style, polished ...

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All JobsClient Associate JobsClient Associate Jobs in Whitby, ON

Client Associate information

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.

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 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 Whitby, ON?

The most popular types of Client jobs in Whitby, ON are:

What cities near Whitby, ON are hiring for Client Associate jobs?

Cities near Whitby, ON with the most Client Associate job openings:

Client Associate jobs near you
Infographic showing various Client Associate job openings in Whitby, ON as of August 2026, with employment types broken down into 87% Full Time, 8% Part Time, and 5% Contract. Highlights an 63% Physical, 3% Hybrid, and 34% Remote job distribution.

Private Client Associate

Akkodis

Toronto, ON • Hybrid

Full-time

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

Job description

Position: Private Client Associate

Duration: 4 Months + Possibility of Extension

Location: Toronto ON

Work Model: Hybrid

Pay Rate: CAD 23/hr T4 - 25/hr T4


Private Client Associate


As a member of the Private Wealth Middle Office team, you will provide specialized administrative support for accounts managed on behalf of high-net-worth clients of the trust company. You will assist with maintaining client databases and documentation.



What are the ongoing responsibilities of a Portfolio Administrator?

• Assist Private Wealth and High Net Worth groups with various projects such as Customer Relationship Management (CRM) clean up, Client Account Maintenance, data entry/filing support and ad hoc projects.

• Automate client accounts and data feeds and provide revisions of client decks.

• Support Private Client Service Associates and Portfolio Managers on client requests.

• Maintain client document archives.

• Perform ad hoc duties as assigned.


What ideal qualifications, skills & experience would help someone to be successful?

We’re looking for an individual with the right skill set, work ethic, and personality to fit in with our team. Prior experience in account administration and compliance is an asset.

• Post-secondary degree or an acceptable combination of education, training and/or related work experience.

• Good knowledge of Canadian finance industry regulations.

• Proficient in MS Office (medium/expert user of Excel, familiar with DocuSign)

• Strong analytical and problem-solving skills

• Strong attention to detail

• Ability to organize and prioritize work effectively

• Excellent written and verbal communication skills

• Ability to learn new systems quickly & adapt to evolving processes

• Detail-oriented and process-driven approach to work

• Strong work ethic, maturity, and commitment to client service

• Committed to ethical and professional standards regarding confidentiality of client information

• An enthusiastic team player who can work effectively with others both internally and externally


How to Apply:

• Interested candidates are encouraged to submit their resumes in confidence to Amarjeet.Kumar@akkodisgroup.com or via the Akkodis Canada website.


Akkodis Canada will never share your resume or any personal details without your explicit consent.

We thank all applicants for their interest in this opportunity. Only candidates meeting the above qualifications will be contacted for further discussions


Our Commitment:

At Akkodis, part of The Adecco Group, we’re committed to making the future work for everyone. We live our values, Passion, Collaboration, Inclusion, Courage, and Customers at Heart, by fostering a workplace where diversity is celebrated and every voice matters. We encourage applications from individuals of all backgrounds and identities. Together, we’re making the future work for everyone.

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