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Client Service Professional Jobs in Nepean, ON (NOW HIRING)

Counter Services consists of seven Client Services Centres and three Provincial Offences offices ... Strong writing skills and ability to compose professional, clear and concise responses to written ...

Associate

Ottawa, ON · On-site

CA$37K - CA$50K/yr

Demonstrated skills in providing world-class client service that will come across as professional, warm, and friendly to our clients Nice-to-have * Knowledge of RBC Dominion Securities' systems and ...

Associate

Ottawa, ON · On-site

CA$37K - CA$50K/yr

Demonstrated skills in providing world-class client service that will come across as professional, warm, and friendly to our clients. * Exceptional verbal and written communication skills. Nice-to ...

As a Client Executive, you will be responsible for outside business-to-business (B2B) sales ... technology (IT), and professional services in an assigned territory. Benefits We Offer:

Assists in the development of the paraprofessional team to ensure delivery of the highest quality care and exceptional client service. Presents a positive image of the hospital in the professional ...

Assists in the development of the paraprofessional team to ensure delivery of the highest quality care and exceptional client service. * Presents a positive image of the hospital in the professional ...

Veterinarian

Hamilton, ON

CA$100K - CA$150K/yr

Assists in the development of the paraprofessional team to ensure delivery of the highest quality care and exceptional client service. * Presents a positive image of the hospital in the professional ...

Assists in the development of the paraprofessional team to ensure delivery of the highest quality care and exceptional client service. Presents a positive image of the hospital in the professional ...

Showing results 21-40

Client Service Professional information

See Nepean, ON salary details

$7

$15

$26

How much do client service professional jobs pay per hour?

As of Aug 20, 2026, the average hourly pay for client service professional in Nepean, ON is $15.22, according to ZipRecruiter salary data. Most workers in this role earn between $10.05 and $18.66 per hour, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as a client service professional?

To thrive as a Client Service Professional, you need strong communication, problem-solving, and organizational skills, often supported by a background in customer service or business administration. Familiarity with customer relationship management (CRM) software, call center systems, and basic office applications is typically required. Empathy, patience, and the ability to remain composed under pressure are standout soft skills in this role. These skills ensure that client needs are addressed efficiently, fostering positive relationships and contributing to client satisfaction and retention.

What are some common challenges faced by client service professionals and how can they be managed effectively?

Client Service Professionals often encounter challenges such as managing high client expectations, handling multiple inquiries simultaneously, and resolving difficult situations in a timely manner. Effective communication, strong organizational skills, and the ability to remain calm under pressure are essential for overcoming these challenges. Many teams provide ongoing training and mentorship to help new hires develop these skills, and collaboration with colleagues is encouraged to share best practices and support each other in delivering excellent service.

Is client service professional a good career?

A client service professional role involves assisting customers, resolving issues, and maintaining positive relationships, which can lead to stable employment and opportunities for advancement. The career often requires strong communication skills, problem-solving abilities, and familiarity with customer management tools. It can be a good choice for individuals interested in customer interaction and service-oriented work.

What does a client service professional do?

A client service professional is responsible for assisting clients by addressing inquiries, resolving issues, and providing information about products or services. They often communicate via phone, email, or in person, and require strong communication and problem-solving skills to ensure customer satisfaction.

What cities near Nepean, ON are hiring for Client Service Professional jobs?

Cities near Nepean, ON with the most Client Service Professional job openings:

Infographic showing various Client Service Professional job openings in Nepean, ON as of August 2026, with employment types broken down into 1% As Needed, 73% Full Time, 22% Part Time, 1% Temporary, and 3% Contract. Highlights an 94% Physical, 1% Hybrid, and 5% Remote job distribution, with an average salary of $31,668 per year, or $15.2 per hour.

CA$50K - CA$60K/yr

Full-time

Medical, Dental, PTO

Posted 24 days ago


Job description

Advisor Assistant (Bilingual)

Location: 880 Lady Ellen Place, Ottawa, ON
Salary: $50,000-$60,000 per year
Job Type: Full-Time

Join Retirement by Design

At Retirement by Design, we're passionate about helping Canadians build confidence in their financial future through exceptional planning and outstanding client service. We're looking for a highly organized, bilingual Advisor Assistant to join our collaborative team in Ottawa.

If you enjoy building relationships, thrive in a fast-paced environment, love keeping things organized, and take pride in delivering an exceptional client experience, we'd love to hear from you.

What You'll Do

As an Advisor Assistant, you'll work closely with our Financial Advisors and Operations Team to ensure a seamless client experience from start to finish.

Client Service

  • Provide exceptional service to clients by phone, email, and in person in both French and English.
  • Schedule client meetings and coordinate appointment logistics.
  • Assist in light meeting preparation
  • Follow up with clients regarding outstanding documents and service requests.
  • Maintain accurate client records and meeting notes within our CRM (Equisoft).
  • Coordinate signatures using electronic signature platforms.

Administrative Support

  • Prepare investment and insurance paperwork for advisors.
  • Assist with account openings, transfers, beneficiary updates, and other client servicing requests.
  • Upload, organize, and maintain electronic client files.
  • Monitor pending business and follow up with financial institutions as required.
  • Assist with in-force business requests
  • Coordinate incoming and outgoing mail, courier packages, and office correspondence.
  • Assist with office administration, supplies, and reception duties when needed.

Team Collaboration

  • Work closely with Advisors, Operations, and Processing teams to ensure timely completion of client requests.
  • Participate in team meetings and ongoing training.
  • Support continuous improvement initiatives and special projects.
  • Provide backup support to other Advisor Assistants when required.

What We're Looking For

Required Qualifications

  • Bilingual (French and English) - written and spoken.
  • 2+ years of administrative or client service experience.
  • Exceptional organizational and time management skills.
  • Strong attention to detail and accuracy.
  • Excellent communication and interpersonal skills.
  • Professional, friendly, and client-focused attitude.
  • Ability to prioritize multiple tasks in a fast-paced environment.
  • Proficiency with Microsoft Office (Outlook, Word, Excel, Teams).

Assets

  • Experience in the financial services industry.
  • Experience using Equisoft, Dataphile, MAKO or similar systems.
  • Knowledge of investment or insurance administration.
  • LLQP or mutual fund licensing is considered an asset.

Our Core Values

We're looking for someone who naturally demonstrates our core values:

  • Relationships Matter - Build trust and create exceptional client experiences.
  • Helps First - Support clients and teammates with a positive attitude.
  • Solution Focused - Find solutions and continuously improve.
  • Own the Growth - Take initiative, learn, and grow professionally.

What We Offer

  • Competitive salary of $50,000-$60,000 annually
  • Employer-matching Group RRSP
  • Competitive health and dental benefits
  • Paid vacation
  • Ongoing training and professional development
  • Supportive, collaborative team environment
  • Modern office located at 880 Lady Ellen Place, Ottawa
  • Opportunity to grow your career within a well-established financial planning firm

Why Retirement by Design?

We're more than just a financial planning firm-we're a team that genuinely enjoys working together. We support one another, celebrate successes, and believe that exceptional client experiences begin with an exceptional employee experience.

If you're looking for a career where your work makes a meaningful difference and where you'll be part of a collaborative, values-driven team, we'd love to meet you.

Apply today and become part of the Retirement by Design team!