ZipRecruiter

Log In

1

Client Service Associate Jobs in Oshawa, ON (NOW HIRING)

CIBC US

Client Associate (IR Licensed)

Toronto, ON · On-site

CA$50K - CA$59K/yr

To learn more about CIBC, please visit CIBC.com What you'll be doing As a Client Associate, you will work closely with Investment Advisors at CIBC Wood Gundy to help manage their portfolios and ...

CIBC

Client Associate (IR Licensed)

Toronto, ON

CA$50K - CA$59K/yr

To learn more about CIBC, please visit CIBC.com What you'll be doing As a Client Associate, you will work closely with Investment Advisors at CIBC Wood Gundy to help manage their portfolios and ...

Dollar Tree

Customer Service Associate

Newmarket, 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 ...

Cavell Risk, Inc.

Director, Client Experience

Toronto, ON · On-site

$100 - $130/hr

Leads, provides direction to, delegates, supports and evaluates the work of the Manager, Client Experience and the Associate, Client Experience; * Oversees the client service experience, ensuring ...

previous page

Showing results 41-60

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

Client Service Associate information

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 Oshawa, ON?

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

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

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

Client Service Associate jobs near you
Infographic showing various Client Service Associate job openings in Oshawa, ON as of August 2026, with employment types broken down into 1% As Needed, 75% Full Time, 22% Part Time, and 2% Contract. Highlights an 88% Physical, 1% Hybrid, and 11% Remote job distribution.

Associate, Nexus, Client Delivery

MUFG Investor Services

Toronto, ON • On-site

Full-time

Re-posted 6 days ago

Job description

Company Description

About MUFG Investor Services:

Experience something Brilliantly Different with a career at MUFG Investor Services.  

MUFG Investor Services is a trusted partner to many of the world’s largest public and private funds, providing asset servicing and operational solutions built for alternatives. With over $1 trillion in client assets under administration, we offer fund administration, banking, payments, fund financing, foreign exchange overlay, corporate and regulatory services, custody, business consulting, and more. Operating from 17 locations worldwide, we help clients mitigate risk, enhance efficiency, and navigate the operational complexities of today’s investment management landscape. As a division of Mitsubishi UFJ Financial Group (MUFG), one of the world’s largest financial institutions with approximately $3 trillion in assets, we combine deep expertise with the strength and stability of a leading financial institution. To learn more, visit us at www.mufg-investorservices.com.

Job Description

Reporting to the Associate Director, this is a unique opportunity to join a dynamic, fast-growing company in Financial Services. You Will:

  • Provide a full range of fund accounting services, including NAV preparation, booking accruals, investment valuation, performing cash and portfolio reconciliations.
  • Prepare capital call, distribution calculation and allocation.
  • Prepare fee schedules including calculation of management fee and waterfall, ensuring all calculations observe applicable fund documents.
  • Prepare Investor allocations for each NAV cycle ensuring capital transactions are booked correctly and P&L is allocated correctly.
  • Prepare NAV packages and other ad hoc deliverables as defined in the service level agreements.
  • Complete other ad hoc requests and projects.
  • Communicate with internal MUFG teams and external clients, ensuring all deliverables and requests are met.
  • Prepare/Assist with audited Financial Statements, audit assistance, and other regulatory services, as applicable.
Qualifications
  • Hold a university degree in Finance/ Accounting, qualified accountant or other relevant qualification will be an asset
  • Have a minimum of 2 years progressive accounting/ audit/ fund administration experience in hedge fund, private credit or private equity will be advantageous
  • Good accounting knowledge - especially in NAV, Management Fee and Waterfall calculation, profit and lost, and balance sheet
  • Strong computer skills with strength in Microsoft Office products and willing to embrace new technologies for efficient solution. Proficiency with Microsoft Excel is particularly asset.
  • Experience with accounting software: Geneva would be an advantage
  • Able to communicate well with internal and external clients.

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 thank all candidates for applying; however, only those proceeding to the interview stage will be contacted. 

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.

Apply