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Client Service Assistant Jobs in Calgary, AB (NOW HIRING)

FP Client Service Associate

Calgary, AB · Remote

CA$52K - CA$74K/yr

The Client Service Associate (CSA) provides a high level of dedicated sales and service support to ... risk * Assist in the timely and accurate completion of new account openings, account and cash ...

... assist our advisors in their daily operations. The Client Experience Team is the 'go to' for our ... After your initial training period, you will service a set group of advisors allowing you to get to ...

Following initial training, assist in preparing, reviewing, and executing client equity ... Client Service & Demonstrations: Act as a reliable point of contact for everyday client system and ...

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Senior Accountant Cpa

Chestermere, AB · On-site

CA$60K - CA$75K/yr

Work closely with clients to provide accounting, tax, and business advisory services * Assist with tax planning and compliance for owner-managed businesses * Lead and manage client engagements from ...

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Purpose of the Role The Administrative Assistant will perform all administrative and file ... A strong focus on ensuring the highest levels of client service standards are delivered and ...

Our client, a mid-sized downtown law firm, is seeking a client-service-oriented Human Resources Assistant to join its Administration team. Reporting to the Director of Administration, this role ...

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Client Service Assistant information

What is a client service assistant?

A client service assistant is a professional who supports customer service operations by handling client inquiries, providing information, and assisting with account management. They often use communication tools like phone, email, or chat and require strong interpersonal and organizational skills. The role typically involves ensuring customer satisfaction and may require familiarity with customer relationship management (CRM) software.

What is the highest paying customer service job?

The highest paying customer service roles are often in management or specialized fields such as customer success managers, client relations directors, or technical support managers, with salaries exceeding $70,000 annually. These positions typically require extensive experience, strong communication skills, and industry-specific knowledge or certifications.

Is a CSA job stressful?

A Client Service Assistant (CSA) role can be stressful due to handling customer inquiries, resolving issues, and managing multiple tasks simultaneously. Success in the position often depends on strong communication skills, organization, and the ability to stay calm under pressure.

What jobs pay 4000 a week without a degree?

A Client Service Assistant typically does not earn $4,000 weekly without specialized experience or advanced skills. High-paying roles that can reach this level without a degree often include sales positions, real estate brokers, or certain entrepreneurial ventures, but they usually require significant experience, certifications, or a strong network. Most jobs paying this amount without a degree involve commission-based pay or self-employment.
What are the most commonly searched types of Client Service jobs in Calgary, AB? The most popular types of Client Service jobs in Calgary, AB are:
Infographic showing various Client Service Assistant job openings in Calgary, AB as of June 2026, with employment types broken down into 1% Locum Tenens, 1% As Needed, 78% Full Time, 11% Part Time, 1% Temporary, and 8% Contract. Highlights an 77% Physical, 4% Hybrid, and 19% Remote job distribution.
FP Client Service Associate

FP Client Service Associate

Td

Calgary, AB • Remote

CA$52K - CA$74K/yr

Full-time

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


Job description

Work Location:

Calgary, Alberta, Canada

Hours:

37.5

Line of Business:

TD Wealth

Pay Details:

$52,700 - $74,400 CAD

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:

The Client Service Associate (CSA) provides a high level of dedicated sales and service support to TD Wealth Financial Planners by providing them with assistance in the three main CSA activities: progress review, client contact and business building. The CSA aims to provide a legendary experience at every client interaction. The CSA has a significant impact on the net asset growth, revenue, LEI and efficiency of the Financial Planners' book of business.

In this role, you will provide a high level of dedicated sales and service support to TD Wealth Financial Planners (FP) in progress reviewing, client contacting and business building. Furthermore, you will:

  • Respond to client and FP inquiries providing options and solutions, while following policies and processes on time

  • Conduct transactions and activities that require expert knowledge across a broad range or variety of products, processes or systems and could be categorized as moderate to high risk

  • Assist in the timely and accurate completion of new account openings, account and cash transfers, iforms and other administrative documents and transactional requests for planners and clients as well as advising them when required

  • Provide the FPs with sales support by identifying net asset growth and revenue opportunities and contacting prospective clients

  • Gather and analyze data to identify and solve complex problems, escalate as required

  • Build a positive experience at every interaction and look for ways to continually improve sales and service

  • Participate fully as a member of the team, support a positive and service-oriented work environment

Job Requirements:

  • University / college diploma and/or minimum 2 years of industry experience

  • Completion of Conduct and Practices Handbook (CPH) course and Canadian Securities Course (CSC) is a strong asset

  • Advanced knowledge of business, operations and regulatory environment

  • Specialized expertise in performing diverse tasks that are highly complex, involving multiple steps, systems and jurisdictions

  • Strong communication skills with ability to work collaboratively and independently, provide assistance and build relationships

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