ZipRecruiter

Log In

1

Client Management Associate Jobs in Ontario (NOW HIRING)

Assante Wealth Mgmt

Financial Services Associate

Orillia, ON · On-site

CA$55K - CA$70K/yr

An established and growing financial planning practice is seeking a Financial Services Associate to ... Manage and maintain digital branch and client management records * Execute various marketing and ...

RailPros

The Utility Construction Management Associate 2 ensures that third-party projects on, under, or ... Be part of a leading company known for its commitment to quality and client satisfaction. Benefits ...

RailPros

The Utility Construction Management Associate 2 ensures that third-party projects on, under, or ... Be part of a leading company known for its commitment to quality and client satisfaction. Benefits ...

Wheels, Inc.

Fleet Consulting Executive

Mississauga, ON · On-site

Execution of all tasks as outlined in the Wheels Client Management program for clients assigned to ... Effectively collaborate with Clients and Wheels Associates (internal organization) to overcome ...

Ebury

Associate Client Portfolio Manager

Toronto, ON · On-site

Associate Client Portfolio Manager Ebury Toronto - Office based *Exceptional on target earnings ... management experience. The successful candidate will manage a portfolio of clients taking ...

Cavell Risk, Inc.

Associate, Client Experience

Toronto, ON · On-site

CA$50K - CA$70K/yr

The Associate, Client Experience is responsible for supporting the Manager, Client Experience in various tasks to ensure efficient operations and excellent customer service. Their responsibilities ...

NFP Corp

Sr. Client Manager, PCG

Mississauga, ON · Hybrid

CA$70K - CA$85K/yr

... management firms, art appraisers, real estate firms, etc.) and their client base to grow assigned portfolio • Request referrals from clients, business associates and other departments to ensure ...

NFP Corp

Sr. Client Manager, PCG

Mississauga, ON · Hybrid

CA$70K - CA$85K/yr

... management firms, art appraisers, real estate firms, etc.) and their client base to grow assigned portfolio Request referrals from clients, business associates and other departments to ensure ...

next page

Showing results 1-20

All JobsClient Management Associate JobsClient Management Associate Jobs in Ontario

Client Management Associate information

See Ontario salary details

$10

$22

$47

How much do client management associate jobs pay per hour?

As of Jul 14, 2026, the average hourly pay for client management associate in Ontario is $22.97, according to ZipRecruiter salary data. Most workers in this role earn between $14.66 and $26.44 per hour, depending on experience, location, and employer.

What is the role of a client associate?

A client management associate is responsible for maintaining relationships with clients, addressing their needs, and ensuring satisfaction. They often handle communication, coordinate services, and support account management using tools like CRM software to facilitate client interactions.

How does a Client Management Associate typically collaborate with other departments to ensure client satisfaction?

As a Client Management Associate, you’ll regularly collaborate with teams such as sales, account management, product, and customer support to address client needs and resolve issues efficiently. You may participate in cross-functional meetings to share client feedback, coordinate on deliverables, and ensure seamless communication between departments. This collaborative approach not only helps maintain strong client relationships but also provides valuable insights into company operations and client expectations, supporting your professional growth.

What are the key skills and qualifications needed to thrive as a Client Management Associate, and why are they important?

To thrive as a Client Management Associate, you need strong communication skills, attention to detail, and a relevant bachelor's degree, often in business or a related field. Familiarity with CRM software, Microsoft Office Suite, and sometimes basic data analysis tools is typically expected. Exceptional organizational skills, adaptability, and a customer-focused mindset help you build strong client relationships and manage multiple accounts effectively. These competencies are essential for ensuring client satisfaction, maintaining long-term partnerships, and supporting business growth.

Is a CSA job stressful?

A Client Management Associate (CSA) role can be stressful due to high client interaction, meeting performance targets, and managing multiple accounts. Strong communication skills, organization, and the ability to handle pressure are important for success in this position.

What is the role of a management associate?

A management associate is an entry-level professional who undergoes training to develop skills in various business functions, such as operations, finance, and customer service. They often work closely with senior managers, participate in projects, and may pursue certifications like MBA or leadership programs to prepare for managerial roles.

What does a client management associate do?

A client management associate is responsible for maintaining relationships with clients, addressing their needs, and ensuring satisfaction. They often handle communication, coordinate services, and use customer relationship management (CRM) tools to track interactions and support client retention.
Client Management Associate jobs near you
Infographic showing various Client Management Associate job openings in Ontario as of July 2026, with employment types broken down into 1% As Needed, 67% Full Time, 30% Part Time, 1% Temporary, and 1% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $47,775 per year, or $23 per hour.

Private Client Associate

Harbourfront Wealth Management

Toronto, ON • On-site

CA$65K - CA$80K/yr

Full-time

Re-posted yesterday

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.
Overview:
Our KJH Investors Private Wealth team, is seeking a detail-oriented Private Client Associate to work closely with a Portfolio Management Team, including three Portfolio Managers, in all aspects of managing high-net-worth client relationships. This role combines investment support, client service, and operational execution. The ideal candidate brings a client-first mindset, and a high degree of professionalism in a dynamic, fast-paced environment.
Responsibilities:
  • Collaborate with the Portfolio Managers to support all aspects of client relationship management
  • Prepare and maintain client-facing materials, including presentations, portfolio reviews, and business updates
  • Follow up on client meetings and manage ad hoc client requests
  • Assist with projects related to investment strategy and client wealth management
  • Coordinate the onboarding and maintenance of client accounts, including documentation, transfers, and compliance updates
  • Process account transactions such as wire transfers, cheque requests, contributions, and disbursements
  • Execute trades
  • Coordinate the preparation, review and distribution of quarterly portfolio reports
  • Compile, review and distribute annual tax packages
  • Maintain accurate and up-to-date information across CRM and portfolio management systems
  • Ensure the accuracy and quality of all client reporting
  • Liaise with internal departments to ensure seamless execution and compliance adherence
Qualifications:
  • Minimum 3 years of experience in a private client, wealth management, or investment advisory environment
  • Completion of the Canadian Securities Course (CSC®) is an asset
  • Strong proficiency in Microsoft Office (Excel, PowerPoint, Word), Outlook, and CRM systems
  • Experience with portfolio management and reporting platforms such as d1g1t; familiarity with custodial platforms like NBIN (National Bank Independent Network)
  • Exceptional attention to detail, organizational skills, and ability to manage multiple priorities in a fast-paced environment
  • Excellent communication skills, both written and verbal
  • Highly organized, analytical, and solutions-oriented
  • Collaborative team player with a high degree of initiative and accountability
Salary Range: $65,000-$80,000 per annum (actual salary offered will be commensurate with education, experience, and internal parity).
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