1

Client Service Associate Jobs in Alberta (NOW HIRING)

FP Client Service Associate

Calgary, AB ยท Remote

CA$52K - CA$74K/yr

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 ...

If so, then get onboard for the position of PIA Client Service Associate . In this role, you will provide dedicated specialized administrative support to an Investment Advisor or team of Advisors on ...

PIA Client Service Associate

Edmonton, AB ยท On-site

CA$43K - CA$56K/yr

If so, then get onboard for the position of PIA Client Service Associate . In this role, you will provide dedicated specialized administrative support to an Investment Advisor or team of Advisors on ...

PIA Client Service Associate

Edmonton, AB ยท On-site

CA$22.15 - CA$28.95/hr

If so, then get onboard for the position of PIA Client Service Associate . In this role, you will provide dedicated specialized administrative support to an Investment Advisor or team of Advisors on ...

If so, then get onboard for the position of PIA Centralized Client Service Associate . In this role, you will provide dedicated specialized administrative support to an Investment Advisor or team of ...

As Client Services Associate at CI Financial, you will be instrumental in collaborating with ... After your initial training period, you will service a set group of advisors allowing you to get to ...

Client Service Specialist

Calgary, AB ยท On-site

CA$55K - CA$60K/yr

The Client Service Specialist plays a critical role managing a key portfolio of clients. The successful candidate will be reliable, have excellent time management and multi-tasking skills, show ...

As a Client Service Representative (CSR) you will report directly to your Account Manager and contribute in the servicing of client requests. Specific duties that a CSR would be expected to perform ...

As a Client Service Representative, whether it's answering questions, assisting with transactions, or proactively connecting clients with the right team members, you'll be the first line of support ...

As a Client Service Representative, whether it's answering questions, assisting with transactions, or proactively connecting clients with the right team members, you'll be the first line of support ...

As a Client Service Representative, whether it's answering questions, assisting with transactions, or proactively connecting clients with the right team members, you'll be the first line of support ...

As a Client Service Representative, whether it's answering questions, assisting with transactions, or proactively connecting clients with the right team members, you'll be the first line of support ...

As a Client Service Representative, whether it's answering questions, assisting with transactions, or proactively connecting clients with the right team members, you'll be the first line of support ...

As a Senior Client Service Representative, whether it's taking the lead to answer questions, assisting with transactions, or proactively connecting clients with the right team members, you'll be the ...

As a Client Service Representative, whether it's answering questions, assisting with transactions, or proactively connecting clients with the right team members, you'll be the first line of support ...

As a Client Service Representative, whether it's answering questions, assisting with transactions, or proactively connecting clients with the right team members, you'll be the first line of support ...

As a Client Service Representative, whether it's answering questions, assisting with transactions, or proactively connecting clients with the right team members, you'll be the first line of support ...

As a Client Service Representative, whether it's answering questions, assisting with transactions, or proactively connecting clients with the right team members, you'll be the first line of support ...

next page

Showing results 1-20

Client Service Associate information

See Alberta salary details

$19.5K

$43.9K

$69K

How much do client service associate jobs pay per year?

As of Jun 16, 2026, the average yearly pay for client service associate in Alberta is $43,941.00, according to ZipRecruiter salary data. Most workers in this role earn between $33,500.00 and $52,000.00 per year, depending on experience, location, and employer.

What does a client service associate do?

A client service associate provides support to clients by addressing inquiries, resolving issues, and managing account information. They often communicate via phone, email, or in person, and use customer relationship management (CRM) tools to ensure client satisfaction and accurate record-keeping.

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

To thrive as a Client Service Associate, you need strong communication, organizational, and problem-solving skills, often backed by a bachelor's degree in business or a related field. Familiarity with CRM software, Microsoft Office Suite, and sometimes financial or industry-specific platforms is typically required. Outstanding interpersonal skills, attention to detail, and a proactive attitude help build client trust and foster positive relationships. These competencies are essential for ensuring client satisfaction, efficient service delivery, and long-term business success.

What is the difference between Client Service Associate vs Customer Support Specialist?

AspectClient Service AssociateCustomer Support Specialist
Required CredentialsHigh school diploma or equivalent; some roles may prefer relevant certificationsHigh school diploma or equivalent; technical certifications optional
Work EnvironmentFinancial institutions, banks, investment firmsRetail, tech companies, service centers
Employer & Industry UsageFinancial services, banking, wealth managementRetail, e-commerce, tech support
Common Search & Comparison IntentUnderstanding roles in finance and client interactionCustomer service roles in various industries

The Client Service Associate typically works in financial institutions, focusing on client interactions, account management, and financial products. In contrast, a Customer Support Specialist often handles technical issues, product inquiries, and general customer assistance across diverse industries. While both roles require strong communication skills, the Client Service Associate's work is more finance-oriented, whereas the Customer Support Specialist's role is broader and more technical.

What is the role of a client associate?

A client service associate is responsible for supporting client relationships by handling inquiries, processing transactions, and providing information about products or services. They often work in financial or customer service environments, utilizing communication skills and familiarity with relevant software to ensure client satisfaction and efficient service delivery.

How does a Client Service Associate typically collaborate with financial advisors and other team members?

Client Service Associates work closely with financial advisors to ensure that clients receive timely and accurate support. They often coordinate client meetings, prepare account documentation, and act as a liaison between clients and the advisory team. Effective communication and strong organizational skills are essential, as the role requires managing multiple requests while maintaining attention to detail. Collaboration with operations teams and compliance departments is also common to resolve client issues and ensure regulatory requirements are met.

What job makes $10,000 a month without a degree?

A Client Service Associate typically does not earn $10,000 a month without significant experience or advanced skills. High-paying roles that can reach this level often involve sales, real estate, or entrepreneurship, which may require strong communication skills, industry knowledge, and a proven track record rather than formal degrees.

Is client associate entry level?

A client service associate position is often considered entry-level, suitable for candidates with a high school diploma or bachelor's degree. The role typically involves developing customer service skills, familiarity with financial products, and using CRM tools, making it accessible to those starting their careers in client support or financial services.

What are Client Service Associates?

Client Service Associates are professionals who support financial advisors or account managers by assisting clients with their needs, addressing inquiries, and processing account transactions. They often serve as the first point of contact for clients, ensuring a smooth and positive experience. Their responsibilities may include handling documentation, managing account information, resolving issues, and maintaining strong client relationships. In many organizations, they play a crucial role in ensuring client satisfaction and operational efficiency.
What are the most commonly searched types of Client Service jobs in Alberta? The most popular types of Client Service jobs in Alberta are:
What cities in Alberta are hiring for Client Service Associate jobs? Cities in Alberta with the most Client Service Associate job openings:
Infographic showing various Client Service Associate job openings in Alberta as of June 2026, with employment types broken down into 1% As Needed, 83% Full Time, 14% Part Time, 1% Temporary, and 1% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $43,941 per year, or $21.1 per hour.
FP Client Service Associate

FP Client Service Associate

Td

Calgary, AB โ€ข Remote

CA$52K - CA$74K/yr

Full-time

Posted 11 days ago


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