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Client Associate Jobs in Whitby, ON (NOW HIRING)

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 ...

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 ...

Ci

Client Service Associate

Toronto, ON · On-site

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 ...

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 ...

CIBC US

Associate, Marketing Client Strategy

Toronto, ON · On-site

CA$75K - CA$100K/yr

The Associate, Marketing Client Strategy is focused on producing high quality work to help enhance CIBC Capital Market's brand and client experience. At CIBC we enable the work environment most ...

CIBC

Associate, Marketing Client Strategy

Toronto, ON · On-site

CA$75K - CA$100K/yr

The Associate, Marketing Client Strategy is focused on producing high quality work to help enhance CIBC Capital Market's brand and client experience. At CIBC we enable the work environment most ...

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All JobsClient Associate JobsClient Associate Jobs in Whitby, 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 Whitby, ON? The most popular types of Client jobs in Whitby, ON are:
What are popular job titles related to Client Associate jobs in Whitby, ON? For Client Associate jobs in Whitby, ON, the most frequently searched job titles 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 June 2026, with employment types broken down into 100% Full Time. Highlights an 67% In-person, and 33% Hybrid job distribution.

Client Services Associate - Training Centre (Full-Time)

Worksite Safety

Richmond Hill, ON • On-site

CA$22/hr

Full-time

Posted 12 days ago

Job description

Position: Client Services Associate

Employment: Full-Time (40 hours/week)

Location: Richmond Hill, ON (In Office) 

Salary: $22/hour 

We’re looking for an enthusiastic Client Services Associate who is self-motivated and passionate about amazing customer service. If you love talking to people, solving problems and being surprisingly helpful, then this role is for you!


As an integral part of the customer-facing team, this role provides support and guidance to employers, employees and job seekers who have varied needs related to their health and safety training and the use of Worksite's online learning system. The Client Services Associate sees that clients and prospective clients have an amazing experience throughout their entire time with Worksite.


Based out of our Richmond Hill, Ontario Training Centre, this full-time role is needed to support our training team and will have a varied schedule of weekdays and weekends.


As a Client Services Associate at our training centres you can expect to:

  • Check-in students who are arriving for training and assist them with any questions 
  • Support instructor team at the location with in-class requests from students
  • Help students register in other Worksite eLearning and instructor-led training courses
  • Respond to client email inquires
  • Ensure the coffee station and kitchen is stocked and clean
  • Order classroom materials and ensure stock levels are maintained
  • Reviewing online proctoring exams
  • Assist with basic technical support related to Worksite’s Learning Management System 
  • Identify areas to improve customer experience based on customer feedback and your own observations


About You


You’ll be a perfect fit for this energetic team if: 

  • You love talking to people - in person and online - learning what they need, and helping them find a solution
  • You stay calm and steady under pressure and don’t take customer tone personally
  • You enjoy working collaboratively and supporting your team
  • You’re comfortable with structured workflows, routine tasks and working independently  
  • You think outside the box when it comes to solutions that are surprisingly helpful to ensure our clients are happy
  • You can navigate the internet and apps at lightning speed, but you are genuinely patient and understand that not everyone has the great technical skills that you have.


You’ll need to bring:

  • Experience in a relationship-centric communications-based role such as customer service, call centre or technical support
  • Experience with a CRM and/or client support system (Zendesk preferred)
  • Reliable attendance and punctuality
  • Strong verbal and written communication skills
  • Proficiency with computer tech/IT an asset
  • Able to legally work in Canada


Bonus skills (nice to have):

  • Experience with messaging or chat‑based support
  • Experience in hybrid call/chat workflows
  • Experience in education or student support environments
  • Experience in a call‑centre environment

Why A Career At Worksite Safety Is For You


We are looking for a great person to join a great team and we offer a work environment that can see you develop your career with an established leader in the industry. Worksite also offers:

  • Competitive compensation rate
  • Vacation accrual at 6% 
  • Free parking
  • Ongoing development and learning
  • Exciting and collaborative work environment
  • Working on an awesome team with a great company culture!

If this role is the right fit for you, please submit your resume and cover letter. We thank all those that apply, however, only those selected for further consideration will be contacted.


In an effort to provide an authentic experience for our candidates, Worksite Safety does not use AI tools in the recruitment process. Similarly, we appreciate candidates who offer us only content that is a true reflection of their own work.


A Little More About Us


Worksite is one of Canada’s leading providers of occupational health and safety services and was listed on Growth 500 as one of Canada's Fastest Growing Companies for three consecutive years by Canadian Business and Maclean's.


We help workers stay safe, and we help employers make it happen. We believe that work life should be enjoyable, and that creating a safe workplace should be enjoyable too. We do that through providing our clients with excellence in advice and service, as well as delivering high-quality online, instructor-led training, and safety products. 


Worksite is committed to providing a diverse and inclusive workplace. We encourage applications from all qualified candidates, including those with disabilities, and will make all reasonable accommodations needed to ensure fairness in the recruitment, assessment and selection process.


For more, please check out: https://www.youtube.com/watch?v=4FpJSm9We4o


Our Values


Building Together - We work collaboratively because we know that everyone has great ideas and unique perspectives build a better result. We are stronger when we are all-in as one team.

Growing Through Experimentation - We relentlessly pursue our vision by improving and expanding what we do, experimenting with new ideas, and valuing tests over assumptions.

Being Surprisingly Helpful - We look for ways to surprise and delight by going above and beyond to help others, even when we don't stand to gain anything from it.

Enjoying our Work Life - Because our lives are better when we enjoy our work, we build genuine, positive, and supportive relationships with each other and inject a little fun wherever we can.