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Client Service Associate Jobs in Halifax, NS (NOW HIRING)

Associate Consultant, Health & Benefits Halifax - Hybrid HUB International's National Accounts Team ... and strengthening client relationships * Ensure quality control and alignment with service ...

Apply now to learn more about our service and available positions. * Nature and Scope : As a member ... Telehealth Associate acts as the first point of access to Telecare Services and responds to all ...

Working as an OMNI Customer Fulfillment Associate at Walmart Canada is a great opportunity to build ... This position is well suited for individuals seeking an engaging role in customer service or retail.

Working as an OMNI Customer Fulfillment Associate at Walmart Canada is a great opportunity to build ... This position is well suited for individuals seeking an engaging role in customer service or retail.

Senior Associate

Halifax, NS · On-site

  • Medical

  • Retirement

Senior Associate - Mechanical Location: Halifax, NS Who We Are Smith + Andersen is a trusted ... firm services and supporting national initiatives. • Lead complex client engagements ...

Senior Associate - Electrical Location: Halifax, NS Who We Are Smith + Andersen is a trusted ... firm services and supporting national initiatives. • Lead complex client engagements ...

Showing results 21-40

Client Service Associate information

See Halifax, NS salary details

$19.5K

$43.9K

$69K

How much do client service associate jobs pay per year?

As of Aug 17, 2026, the average yearly pay for client service associate in Halifax, NS 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 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.

What do you do as a client service associate?

A client service associate is responsible for assisting clients by answering questions, resolving issues, and providing information about products or services. They often handle account management, communicate via phone or email, and use customer relationship management (CRM) tools to ensure client satisfaction and retention.

What are the most commonly searched types of Client Service jobs in Halifax, NS?

The most popular types of Client Service jobs in Halifax, NS are:

What cities near Halifax, NS are hiring for Client Service Associate jobs?

Cities near Halifax, NS with the most Client Service Associate job openings:

Infographic showing various Client Service Associate job openings in Halifax, NS as of August 2026, with employment types broken down into 1% As Needed, 78% Full Time, 18% Part Time, and 3% Contract. Highlights an 95% Physical, 2% Hybrid, and 3% Remote job distribution, with an average salary of $43,941 per year, or $21.1 per hour.

Associate, Genesis, Client Trading Operations

MUFG Investor Services

Halifax, NS

Full-time

Posted 19 days ago


Job description

Company Description

About MUFG Investor Services:

MUFG Investor Services provides asset servicing solutions to the global investment management industry. Leveraging the financial and intellectual capital of MUFG – one of the largest banks in the world with $2.8 trillion in assets – we provide clients access to a range of leading solutions from fund administration, middle-office outsourcing, custody, foreign exchange, trustee services and depository to securities lending and other banking services.

With a diverse and dynamic network of offices across the globe, MUFG Investor Services provides challenging and rewarding careers. We achieve this by offering continuous learning and development, collaborative team work environment, promotion of work-life integration, and exposure to a wide variety of work.

Imagine your future at MUFG Investor Services where you can grow professionally, in a diverse and inclusive workplace that rewards your contribution. 

Job Description
  • Prepare and validate trading documentation for capital commitments, subscriptions, redemptions, switches, and transfer trades in line with client and fund requirements.
  • Compile, examine, and review AML/KYC due-diligence packages for submission to underlying fund administrators.
  • Process custody trade settlements, including initiating wire instructions and completing verification callbacks.
  • Monitor and manage trading deadlines to ensure all trades are executed, confirmed, and reconciled accurately and on time.
  • Maintain full ownership of the end-to-end trade workflow, ensuring accuracy, completeness, and regulatory compliance.
  • Apply operational controls, follow SOPs, and complete required checklists to meet internal compliance standards.
  • Liaise professionally with clients, fund administrators, and internal teams to resolve trade-related queries.
  • Analyze, investigate, and independently resolve discrepancies or exceptions raised by external or internal stakeholders.
  • Provide timely responses to operational inquiries and maintain thorough documentation and communication records.
  • Identify risks, control gaps, and efficiency opportunities to support continuous process and workflow improvement.
Qualifications
  • Post-secondary education/University Degree with a concentration in finance, accounting or related fields
  • 1-2 years of experience working in the fund administration industry with exposure to Client Delivery, Investor Delivery and/or AML/KYC processes
  • An understanding of fund services practices, such as fund order execution and settlements, various fund structures, fund documentation, investor account opening, and AML/FATCA requirements.
  • Experience in client trading is desirable.
  • Strong computer skills, particularly with Microsoft Office Excel and Adobe PDF.
  • Working knowledge of SWIFT, including Securities and Payment Swift messages, and experience processing wires is beneficial but not required.
  • Ability to discern time-sensitive issues and prioritize appropriately.
  • Qualities such as attention to detail and being organized are essential.
  • Ability to multitask and meet established deadlines, in a dynamic work environment
  • Effective communication skills are required

Additional Information

What’s in it for you to join MUFG Investor Services?  

Take a look at our careers site and you’ll find everything you’d expect from a career with the fastest-growing business at one of the world’s largest financial groups. Now take another look. Because it’s how we defy expectations that really defines us. You’ll feel that difference in all kinds of ways. Our vibrant CULTURE. Connected team. Love of innovation, laser client focus, and next-level LEARNING & DEVELOPMENT.

So, why settle for the ordinary? Apply now for a Brilliantly Different career. 

We are committed to using Artificial Intelligence (AI) tools responsibly and being transparent about what we do to build trust and confidence. At MUFG Investor Services, we use AI tools to support our recruitment process by helping us understand how well candidates’ applications align with the requirements of the role.

All AI recommendations are reviewed by our recruitment team before any decisions are made.

More information on our use of AI tools is available in our Privacy Notice available to you as part of your application.

MUFG is an equal opportunity employer.