Prior experience in insurance, financial services, or a fast-paced administrative or client service ... Apply today for the Commercial Account Associate opportunity! Department Account Management ...
Prior experience in insurance, financial services, or a fast-paced administrative or client service ... Apply today for the Commercial Account Associate opportunity! Department Account Management ...
Client Service Associate information
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?
| Aspect | Client Service Associate | Customer Support Specialist |
|---|---|---|
| Required Credentials | High school diploma or equivalent; some roles may prefer relevant certifications | High school diploma or equivalent; technical certifications optional |
| Work Environment | Financial institutions, banks, investment firms | Retail, tech companies, service centers |
| Employer & Industry Usage | Financial services, banking, wealth management | Retail, e-commerce, tech support |
| Common Search & Comparison Intent | Understanding roles in finance and client interaction | Customer 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 cities near Edson, AB are hiring for Client Service Associate jobs? Cities near Edson, AB with the most Client Service Associate job openings:
Job description
Ignite your potential. Impact what matters.
Hi, we're HUB-a network of doers with diverse stories and a shared goal to support our clients and communities. To do it, we believe in supporting each other, because great work happens when people come together, and that means building a team where anyone can spark an idea, and where everyone can make a difference. Where pushing ourselves forward helps us give more to others.
When you partner with us, you're at the center of a vast network of risk, insurance, employee benefits, retirement and wealth management specialists that bring clarity to a changing world with tailored solutions and unrelenting advocacy - so you're ready for tomorrow.
The Opportunity:
The Commercial Insurance Associate is an entry point into commercial lines brokerage at HUB, and it's a role with real traction. You will work directly alongside experienced Account Advisors and Account Managers, supporting the day-to-day management of a commercial book of business. This is a behind-the-scenes role that keeps client files moving - and for the right person, it is where a commercial lines career gets built. You will learn how commercial accounts are structured, how underwriters think, and how the placement process works. Over time, you will take on more responsibility as your knowledge and licensing grow.
This is a full-time, in-office role and can be based out of the following locations:
Edson-204 50 Street
Hinton-104 Macleod Ave
Jasper-414 Connaught Dr
Edmonton-5227 55 Ave NW
Calgary-6712 Fisher Street SE
Grande Prairie-9906 106 St #101
What You'll Do:
Support Account Advisors and Account Managers with renewals, endorsements, and policy changes throughout the year
Prepare submission packages and gather underwriting information to be sent to our marketing team for new quotes and renewals
Assemble quotes and coverage comparisons into client-ready presentation formats
Track expiry lists and follow up on outstanding items to keep files on schedule
Monitor accounts receivable and follow up on outstanding invoices and premium payments
Maintain accurate documentation in the broker management system (Applied Epic)
Participate in client and renewal meetings alongside the advisory team as appropriate
What We're Looking For:
A Level 1 General Insurance License is an asset; unlicensed candidates who are committed to obtaining their license will be considered
Prior experience in insurance, financial services, or a fast-paced administrative or client service role is an asset - we are willing to train the right person
Strong attention to detail and comfort managing multiple files or tasks at the same time
Clear written and verbal communication skills; you are comfortable corresponding with clients and colleagues professionally
Proficiency with Microsoft Office; experience with Applied Epic or another broker management system is a plus
Organized and self-directed, with the ability to keep things moving without being prompted
Genuine interest in building a career in commercial insurance
Why Join HUB?
An exceptional, welcoming, and inclusive company culture
Excellent compensation, benefits, RRSP match, referral incentives, and company perks
Work flexibility
Paid educational training and vast learning opportunities
Room for advancement and growth within the organization
Paid day off for your birthday--we want to celebrate you!
What makes us different than all the rest?
Our Vision:To be everywhere risk exists - today and tomorrow. Helping protect what matters most.
Our Mission:To protect and support the aspirations of individuals, families, and businesses. To empower our employees to learn, grow and make a difference in their communities.
Our Core Values:
Entrepreneurship: We encourage innovation and educated risk-taking.
Integrity: We do the right thing every time.
Teamwork: We work together to maximize results.
Accountability: We measure and take responsibility for outcomes.
Service: We serve clients, communities, and colleagues.
Ready to join HUB and build a career in a rapidly growing industry?
Apply today for the Commercial Account Associate opportunity!
Department Account Management & ServiceRequired Experience: 1-2 years of relevant experienceRequired Travel: No Travel RequiredWe endeavor to make this website accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact the recruiting teamHUBRecruiting@hubinternational.com. This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.