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Client Associate Jobs in Whitby, ON (NOW HIRING)

proSapient

Project Lead - Client Services

Toronto, ON · On-site

Lead Associates and Senior Associates throughout the project lifecycle and be accountable for ... Client experience: previous experience working either for, or supporting our client base is ...

Acosta

Client Service Manager

Toronto, ON · Hybrid

Hybrid Client-Facing Growth-Focused Are you a relationship-builder, strategic thinker, and natural ... With a team of over 20,000 associates, we're a community of forward-thinking, value-driven ...

Acosta

Client Service Manager

Toronto, ON · Hybrid

Hybrid Client-Facing Growth-Focused Are you a relationship-builder, strategic thinker, and natural ... With a team of over 20,000 associates, we're a community of forward-thinking, value-driven ...

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Client Associate information

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 Whitby, ON? The most popular types of Client jobs in Whitby, ON are:
What job categories do people searching Client Associate jobs in Whitby, ON look for? The top searched job categories for Client Associate 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 June 2026, with employment types broken down into 83% Full Time, 15% Part Time, and 2% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution.
Associate - Global Fund Services Valuation Services

Associate - Global Fund Services Valuation Services

JPMorgan Chase & Co

Toronto, ON • Hybrid

Full-time

Posted 19 days ago

JPMorgan Chase & Co. rating

8.1

Company rating: 8.1 out of 10

Based on 470 frontline employees who took The Breakroom Quiz

46th of 141 rated banks

Job description

As an Associate at JPMorgan, you will join one of the world's top five most admired and prominent companies. For JPMorgan, people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. You will get the opportunity to work in a diverse team that accurately delivers securities valuation services through a wide range of daily and monthly activities. You will play one of the most important roles in the asset pricing services and have the opportunity to enhance business processes and systems through different optimization projects.  Come join us and be a part of one of the best financial services companies in the world.

As an Associate in Global Valuation Services at JPMorgan Chase, you will be working in a team environment to deliver accurate and timely asset pricing through a wide range of activities such as: maintaining a strict control environment, performing value add analysis and collaborating with internal teams to develop scalable production processes.  The Global Valuation Services group has access to firm wide training available to improve skills and learn new capabilities.  There is opportunity to learn about new automation tools and take ownership of processes to improve capacity, efficiency and control.  You would be the perfect fit for us if you have great attention to detail, the ability to execute time sensitive tasks, and have a passion to drive solutions across organizational boundaries.  Global Valuation Services Group offers the opportunity to work within a hybrid environment. 

Job Responsibilities

  • Contribute to ongoing developments of the pricing control process and resolve issues escalated by the team.  Identifying control gaps and look to implement tactical and strategic solutions through technological and/ or procedural enhancement.
  • Leverage industry experience to identify and implement process improvements to increase efficiency and reduce risk that may cause client account impacts and money/ reputational loss for the company.
  • Liaise with clients, vendors, auditors, teams (internally and externally) while responding to inquiries and conducting pricing research in a prompt and professional manner.
  • Create and present updates to larger audiences including senior management. 
  • Create and maintain a positive and collaborative work environment for the team.
  • Cross train new hires and current employees on new tools and specific client processes.
  • The role holder will be required to operate flexible working hours to cover early starts and/or late finishes as demanded by the business.

Required qualifications, capabilities, and skills 

  • Bachelor degree with preference in Finance, Accounting, Economics, Mathematics, Computer Science or related field.
  • Two plus years of experience in Fixed Income, Fund Valuation, Pricing or other related roles.
  • Strong analytical/ problem solving skills and attention to detail.  Ability to trouble shoot exceptions and issues quickly to avoid market exposure.
  • Strong knowledge of Excel, including pivot tables, v-lookups, macros, etc.
  • Demonstrate ability to effectively communicate within a team environment and interact across departments.
  • Strong knowledge of industry activities, particularly corporate actions, index tracking, stock markets, and fixed income products. 
  • Self-motivated and proactive with the proven ability to work accurately and under pressure to meet deadlines both independently and in multiple team structures.
  • Previous Team Leadership experience and working with multiple vendors, clients and shared services both internally and externally.
  • Experience with process improvements through focus on efficiency increase and risk reduction.
  • High aptitude for learning new technologies.
  • Pricing vendor knowledge, i.e. ICE, Pricing Direct, Bloomberg, Reuters.

Preferred qualifications, capabilities, and skills 

  • Previous Team Leadership experience and working with multiple vendors, clients and shared services both internally and externally.
  • Experience with process improvements through focus on efficiency increase and risk reduction.
  • High aptitude for learning new technologies.
  • Pricing vendor knowledge, i.e. ICE, Pricing Direct, Bloomberg, Reuters.

JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

J.P. Morgan's Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world. 

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