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Client Relationship Associate Jobs in Surrey, BC

Td

Client Service Associate

Richmond, BC · On-site

CA$43K - CA$56K/yr

TD Private Investment Advice offers clients the chance to createone-on-one relationship with a ... If so, then get onboard for the position of PIA Client Service Associate . In this role, you will ...

Royal Bank of Canada

Associate

Vancouver, BC · On-site

CA$38K - CA$48K/yr

... Associate to provide administrative support to a successful Advisory Team ... You will provide quality client service and help deepen relationships with existing clients through ...

Td

PIA Client Service Associate

Vancouver, BC · On-site

CA$43K - CA$56K/yr

TD Private Investment Advice offers clients the chance to createone-on-one relationship with a ... If so, then get onboard for the position of PIA Client Service Associate . In this role, you will ...

Otsuka

Client Business Associate

Vancouver, BC · On-site

About the Client Reporting Team The Client Reporting team supports Orbis' institutional client and consultant relationships by delivering recurring and ad-hoc reporting, analysis, due diligence ...

CIBC

Associate Financial Advisor

Vancouver, BC · On-site

As an Associate Financial Advisor, you'll form a deep understanding of your personal and small ... the client relationship. You're flexible to work our banking centre hours which may include ...

CIBC US

Associate Financial Advisor

Vancouver, BC · On-site

As an Associate Financial Advisor, you'll form a deep understanding of your personal and small ... the client relationship. You're flexible to work our banking centre hours which may include ...

CIBC

Associate Financial Advisor

Vancouver, BC · On-site

As an Associate Financial Advisor, you'll form a deep understanding of your personal and small ... the client relationship. You're flexible to work our banking centre hours which may include ...

CIBC US

Associate Financial Advisor

Vancouver, BC · On-site

As an Associate Financial Advisor, you'll form a deep understanding of your personal and small ... the client relationship. You're flexible to work our banking centre hours which may include ...

Royal Bank of Canada

Associate

Vancouver, BC · On-site

CA$35K - CA$40K/yr

This role spans client onboarding and servicing, RBC DS applications, business development support ... The opportunity to build close, lasting relationships with clients Compensation for this position ...

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Client Relationship Associate information

What does a client relationship associate do?

A Client Relationship Associate is responsible for building and maintaining positive relationships with clients on behalf of a company. They serve as a key point of contact, addressing client inquiries, resolving issues, and ensuring a high level of customer satisfaction. Their role often involves coordinating with internal teams to meet client needs, providing updates, and identifying opportunities to strengthen client relationships. Effective communication, problem-solving skills, and a customer-focused mindset are essential for success in this position.

What are the key skills and qualifications needed to thrive as a client relationship associate, and why are they important?

To thrive as a Client Relationship Associate, you need strong interpersonal skills, a customer service mindset, and typically a bachelor's degree in business or a related field. Familiarity with CRM software, Microsoft Office Suite, and sometimes industry-specific platforms is often required. Outstanding communication, problem-solving abilities, and attention to detail help you build trust and effectively address client needs. These skills are vital for maintaining client satisfaction, ensuring retention, and supporting business growth.

How does a client relationship associate typically collaborate with other departments to ensure client satisfaction?

Client Relationship Associates frequently work with teams such as sales, account management, and customer support to deliver a seamless client experience. They often act as the main point of contact for clients, relaying feedback and requests to appropriate internal teams. This requires clear communication, prompt follow-up, and a proactive approach to resolving any issues. Building strong internal relationships helps them advocate effectively for client needs and ensures that clients receive timely, accurate information.

What skills are needed for a client relationship associate?

A client relationship associate needs strong communication and interpersonal skills to build and maintain client trust. They should have good organizational abilities, problem-solving skills, and proficiency with customer relationship management (CRM) software. Attention to detail and the ability to handle multiple tasks are also important for success in this role.

What are the most commonly searched types of Client Relationship jobs in Surrey, BC?

The most popular types of Client Relationship jobs in Surrey, BC are:

What are popular job titles related to Client Relationship Associate jobs in Surrey, BC?

For Client Relationship Associate jobs in Surrey, BC, the most frequently searched job titles are:

What job categories do people searching Client Relationship Associate jobs in Surrey, BC look for?

The top searched job categories for Client Relationship Associate jobs in Surrey, BC are:

What cities near Surrey, BC are hiring for Client Relationship Associate jobs?

Cities near Surrey, BC with the most Client Relationship Associate job openings:

Client Relationship Associate jobs near you
Infographic showing various Client Relationship Associate job openings in Surrey, BC as of August 2026, with employment types broken down into 1% As Needed, 73% Full Time, 20% Part Time, and 6% Contract. Highlights an 87% Physical, 4% Hybrid, and 9% Remote job distribution.

Client Service Associate

Td

Richmond, BC • On-site

CA$43K - CA$56K/yr

Full-time

Posted 11 days ago

Key responsibilities

  • Provide dedicated administrative support to Investment Advisors and their clients, including preparing documentation and updating clients on meetings.

  • Create reports for client account analysis, communicate with clients about products and services, and identify referral opportunities.

  • Respond to client inquiries via phone, mail, and electronic communication, ensuring high-quality client service and adherence to compliance requirements.

Job description

Work Location:

Richmond, British Columbia, Canada

Hours:

37.5

Line of Business:

TD Wealth

Pay Details:

$43,300 - $56,700 CADThis role is eligible for commission based earnings.

TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs.

As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.

Job Description:

Department Overview

TD Private Wealth Management takes a sophisticated and holistic goals discovery approach to wealth planning and protection toprovidehighly personalized advice, solutions, and service to clients.

TD Private Investment Adviceoffers clients the chance to createone-on-one relationship with a dedicated and professional Investment Advisor(IA), whilemaintainingactive participation in decisionsregardingtheir investment portfolio.It'sa very specialand supportive place to begin - and grow - a lasting, progressive, and rewarding career in wealth.

Are you admired for your attention to detail, exactingstandardsand willingness to help others deliver a legendary customer experience to our high value clients? If so, then get onboard for the position ofPIA Client Service Associate. In this role, you will provide dedicated specialized administrative support to an Investment Advisor or team of Advisors on diverse assignments. You may also correspond with clients and other branch staff. In this frontline role, your first impressions will leave lasting results on our business and customer experience.

In addition, you will:

  • Prepare documentation and provide updates to IAs in preparation for client meetings

  • Create reports for analysis of client accounts; communicate with customers to provide mentorship on products and services, andidentifyreferral opportunities

  • Accept/create leads and ensure correct referral coding administration

  • Submit marketing pieces for approval, compile client information packages,maintainmarketing materials

  • Become familiar withand adhere to compliance requirements, including all aspects of new and existing account documentation and marketing materials

  • Providea high levelof client service which includes responding to phone, mail and electronicenquiries based on knowledge offull-servicebrokerage

  • Deliver the 'gold standard' client experience at every interaction with team members,colleaguesand clients; prioritize and handle own work and consistently exercise discretion

  • Adhere to all policies and procedures andmaintaina culture and operation of risk management

  • Use insights to continually improve individual and team performance for clients

  • Participate fully as a team member, continuallyimprovingknowledge andkeepingothers informed and up to date about status and progress,issuesor other related activities

Job Requirements

  • Undergraduate degree or community college diploma preferred

  • Successful candidates willbe requiredto be licensed as an Investment Representative (IR) with the Canadian Investment Regulatory Organization (CIRO)

  • 1-2 years of relevant experience, ideally in banking, administrative roles, or related fields

  • Strong communicationskills with the ability to build relationships and work collaboratively, confidentially, and independently

  • Knowledge of wealth management and/or operations is an asset

  • Knowledge of investment products is an asset

  • Bilingualproficiency(English & French) Quebec Only

Who We Are:

TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we strive to make every interaction, product, and experience remarkably human and refreshingly simple for over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to foster deeper relationships, ensure disciplined execution, and build a simpler, faster banking experience. TD is deeply committed to being a leader in client experience, that is why we believe that all colleagues, no matter where they work, are client facing. Together, we are reimagining what banking can be for our clients, colleagues and communities.

Our Total Rewards Package
Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical, and mental well-being goals. Total Rewards at TD includes a base salary, variable compensation, and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off, banking benefits and discounts, career development, and reward and recognition programs. Learn more

Additional Information:
We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home.

Please be advised that this job opportunity is subject to provincial regulation for employment purposes. It is imperative to acknowledge that each province or territory within the jurisdiction of Canada may have its own set of regulations, requirements.


Colleague Development

If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities.

If you're passionate about helping clients and building deep, lasting relationships, TD offers diverse career paths where you can grow your expertise and make a meaningful impact.

We're committed to your success and foster a respectful workplace where diverse perspectives are valued, everyone has fair opportunities to grow, and you can unlock your full potential to achieve your career goals. Here at TD, we hire and develop the best.

Training & Onboarding
We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role.

Interview Process
We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call.


Accommodation
Your accessibility is important to us. Please let us know if you'd like accommodations (including accessible meeting rooms, captioning for virtual interviews, etc.) to help us remove barriers so that you can participate throughout the interview process.
We look forward to hearing from you!

Language Requirement (Quebec only):

Sans Objet

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