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Client Service Associate Jobs in Barrie, ON (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 ... Engage with clients on a regular basis by phone and email to provide excellent client service on ...

Dollar Tree

Customer Service Associate

Newmarket, ON

$17.60/hr

We're seeking a Customer Service Associate to join our team and deliver a great shopping experience for every customer. Duties include, but are not limited to, the following: * Assist customers with ...

Dexterra Group

Food Service Associate

Orillia, ON

As a Food Services Associate , reporting to the Chef Manager, you will perform a variety of ... Remain an ambassador of goodwill, ethics, and great client relations at all times on behalf of Dana ...

Dollar Tree

Customer Service Associate I

Aurora, ON · On-site

$17.60/hr

We're seeking a Customer Service Associate to join our team and deliver a great shopping experience for every customer. Duties include, but are not limited to, the following: * Assist customers with ...

Dollar Tree

Customer Service Associate I

Bolton, ON · On-site

$17.60/hr

We're seeking a Customer Service Associate to join our team and deliver a great shopping experience for every customer. Duties include, but are not limited to, the following: * Assist customers with ...

Dollar Tree

Customer Service Associate I

Midland, ON · On-site

$17.60/hr

We're seeking a Customer Service Associate to join our team and deliver a great shopping experience for every customer. Duties include, but are not limited to, the following: * Assist customers with ...

Dollar Tree

Customer Service Associate I

Barrie, ON

$17.60/hr

We're seeking a Customer Service Associate to join our team and deliver a great shopping experience for every customer. Duties include, but are not limited to, the following: * Assist customers with ...

Dollar Tree

Customer Service Associate I

Midland, ON

$17.60/hr

We're seeking a Customer Service Associate to join our team and deliver a great shopping experience for every customer. Duties include, but are not limited to, the following: * Assist customers with ...

Dollar Tree

Customer Service Associate I

Angus, ON · On-site

$17.60/hr

We're seeking a Customer Service Associate to join our team and deliver a great shopping experience for every customer. Duties include, but are not limited to, the following: * Assist customers with ...

Dollar Tree

Customer Service Associate I

Orillia, ON

$17.60/hr

We're seeking a Customer Service Associate to join our team and deliver a great shopping experience for every customer. Duties include, but are not limited to, the following: * Assist customers with ...

Dollar Tree

Customer Service Associate I

Orillia, ON

$17.60/hr

We're seeking a Customer Service Associate to join our team and deliver a great shopping experience for every customer. Duties include, but are not limited to, the following: * Assist customers with ...

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Showing results 1-20

All JobsClient Service Associate JobsClient Service Associate Jobs in Barrie, ON

Client Service Associate information

See Barrie, ON salary details

$19.6K

$44.3K

$69.5K

How much do client service associate jobs pay per year?

As of Aug 17, 2026, the average yearly pay for client service associate in Barrie, ON is $44,251.00, according to ZipRecruiter salary data. Most workers in this role earn between $33,736.00 and $52,367.00 per year, depending on experience, location, and employer.

What is a client service associate?

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.

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 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.

How much do client service associates make?

The average salary for a client service associate typically ranges from $40,000 to $55,000 annually, depending on experience, location, and the industry. Entry-level roles may start lower, while experienced associates or those with specialized skills can earn higher wages, often supplemented with bonuses or benefits.

What are the most commonly searched types of Client Service jobs in Barrie, ON?

The most popular types of Client Service jobs in Barrie, ON are:

What cities near Barrie, ON are hiring for Client Service Associate jobs?

Cities near Barrie, ON with the most Client Service Associate job openings:

Client Service Associate jobs near you
Infographic showing various Client Service Associate job openings in Barrie, ON as of August 2026, with employment types broken down into 1% As Needed, 76% Full Time, 20% Part Time, and 3% Contract. Highlights an 95% Physical, 1% Hybrid, and 4% Remote job distribution, with an average salary of $44,251 per year, or $21.3 per hour.

Financial Services Associate

Assante Wealth Mgmt

Orillia, ON • On-site

CA$55K - CA$70K/yr

Full-time

Medical, Dental, Vision, Retirement

Re-posted 4 days ago

Job description

JOB DESCRIPTION

An established and growing financial planning practice is seeking a Financial Services Associate to join our team. This is an opportunity for a career-oriented individual who wishes to leverage their existing financial background and grow their transferable skills within our branch. The incumbent will work closely with an Advisor in the management of the Advisor’s book of business by providing effective client service and executing business development and other sales related activities.

To be successful, the candidate will need to collaborate with Advisors, clients, and various other stakeholders. This position requires strong written and verbal communication skills, attention to detail, the ability to prioritize effectively and a passion for delivering outstanding client service.

RESPONSIBILITIES

  • Assist financial advisors with the servicing of new and existing client accounts
  • Engage with clients on a regular basis by phone and email to provide excellent client service on behalf of the branch
  • Execute and ensure proper settlement of client trades in accordance with Investment Advisor’s instructions
  • Assist the advisors in preparing accurate documentation including new account applications, client review material, presentations, correspondence, and various summary reports
  • Assist in the preparation of client portfolio and insurance reviews
  • Liaise and assist with various stakeholders, including 3rd party lawyers and accountants
  • Manage and maintain digital branch and client management records
  • Execute various marketing and business development initiatives, such as Market update newsletters
  • Maintain up to date knowledge of securities, mutual funds, and insurance industry
  • Prepare simple to complex tax returns for individuals (training can be provided)

QUALIFICATIONS

  • Post-secondary education in Business or Finance is preferred
  • 5+ years of relevant financial/business/customer service experience
  • Working knowledge of investment products and plans is required
  • Proficiency in Microsoft Office, including Excel, PowerPoint, Word, Outlook
  • Working knowledge of Box, Salesforce, DocuSign, Tax Software is considered an asset.
  • CSC course certified
  • Additional financial courses, credits/or licensing within the financial services industry is an asset

KNOWLEDGE, SKILLS AND ABILITIES 

  • Prioritization - Ability to take direction and work concurrently with various stakeholders.
  • Prioritization - Ability to determine priorities and communicate anticipated completion times.
  • Communication - Strong and professional verbal and written communication skills
  • Client service focus – Maintains a professional and client service-driven approach, going above and beyond for our clients
  • Proactive – Actively takes on responsibilities
  • Team oriented – Helpful, encouraging, and supportive. Focusing on collaboration and team success
  • Precision - Ability to maintain a high level of accuracy and strong attention to detail