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Client Services Assistant information

What is a client services assistant?

Client Services Assistants are professionals who support a company’s clients by addressing their needs, answering questions, and ensuring a positive experience. They typically handle administrative tasks, schedule appointments, manage correspondence, and may assist with problem resolution. Their role is crucial in maintaining strong client relationships and ensuring that clients are satisfied with the services provided by the organization.

What are some typical challenges a client services assistant might face and how can they overcome them?

Client Services Assistants often juggle multiple client requests and administrative tasks simultaneously, which can make time management a common challenge. Prioritizing urgent client needs while maintaining attention to detail in documentation is essential. Developing strong organizational skills and proactively communicating with clients and team members can help manage workload and prevent misunderstandings. Regular check-ins with supervisors or senior team members can also provide guidance and support for handling complex client issues.

What is the difference between Client Services Assistant vs Customer Service Representative?

AspectClient Services AssistantCustomer Service Representative
CredentialsHigh school diploma or equivalent; some roles may prefer associate degreeHigh school diploma or equivalent; some roles may prefer post-secondary education
Work EnvironmentOffice settings, client-facing roles, administrative supportCall centers, retail, office settings, customer support centers
Employer & IndustryFinancial services, consulting, professional servicesRetail, telecommunications, hospitality, various industries
Search & Comparison IntentUnderstanding support roles assisting clients directlyHandling customer inquiries and resolving issues

The main difference between a Client Services Assistant and a Customer Service Representative lies in their focus and work environment. Client Services Assistants typically work in professional settings supporting specific clients, often with a focus on account management. Customer Service Representatives usually handle general customer inquiries across various industries, often via phone or online. Both roles require strong communication skills but differ in their scope and industry application.

What are the most commonly searched types of Client Services jobs in Alberta?

The most popular types of Client Services jobs in Alberta are:

What are popular job titles related to Client Services Assistant jobs in Alberta?

For Client Services Assistant jobs in Alberta, the most frequently searched job titles are:

What job categories do people searching Client Services Assistant jobs in Alberta look for?

The top searched job categories for Client Services Assistant jobs in Alberta are:

What cities in Alberta are hiring for Client Services Assistant jobs?

Cities in Alberta with the most Client Services Assistant job openings:

Client Services Assistant jobs near you
Infographic showing various Client Services Assistant job openings in Alberta as of August 2026, with employment types broken down into 1% As Needed, 76% Full Time, 18% Part Time, 1% Temporary, and 4% Contract. Highlights an 93% Physical, 3% Hybrid, and 4% Remote job distribution.

Client Services Representative

CMB Insurance Brokers

Grande Prairie, AB • On-site

Full-time

This job post has expired 1 day ago. Applications are no longer accepted.

Key responsibilities

  • Respond to client inquiries via telephone, email, and written communication, providing timely and proactive service.

  • Prepare and process various insurance-related documents such as correspondence, certificates, endorsements, invoices, and claims requests.

  • Update and maintain client and policy information in systems like Acturis, and organize files and mail as part of daily administrative tasks.

Job description

Entry-level opportunity with no insurance experience required.


CMB is a place where driven professionals come to build meaningful careers in a vital and evolving industry. We foster a values-based culture that emphasizes collaboration, continuous learning, and personal growth. With structured development programs, clear advancement opportunities, and a strong commitment to internal talent, CMB empowers its team members to thrive and make a lasting impact.


What do we offer?

  • Competitive & Unique Compensation Structures – Designed to reward performance and support long-term career growth.
  • Growth Opportunities – Clear paths for advancement and internal promotions.
  • Benefits Active Day One – Enjoy full health and wellness coverage from your first day.
  • Award-Winning Employer – Recognized as a Top Insurance Employer four years in a row.
  • Supportive Culture – A values-driven workplace that prioritizes collaboration and respect.
  • Mentorship & Leadership Training – Structured development for those with leadership aspirations.
  • Education Support – Licensing, training, and course grants to help you grow professionally.
  • Industry Stability – Be part of an essential and resilient sector with long-term demand.
  • Modern Work Environment – Tools, tech, and flexibility to help you do your best work.


As a Client Service Representative (CSR) you will report directly to your Account Manager and contribute in the servicing of client requests. Specific duties that a CSR would be expected to perform are as follows:


Client Service

  • Focus on client service including timely response to telephone, email and fax/written enquiries by creating expectations and timelines for work completion with a proactive service approach.
  • Ensure the proper and appropriate use of company processes and procedures, including brand maintenance, as designated by the Processing Department when performing the tasks below:
  • Prepare correspondence, pink cards, endorsement requests, client record books, schedules, finance contracts, invoices, cover notes and cancellation requests, claims requests and notice of loss as determined.
  • Coordinate and prepare certificate requests such as mortgagee requests, lessor, loss payable, additional insured’s, CSIO, ISNetWorld.
  • Update Acturis and assist with all schedules & new business submissions as required.
  • Create accurate invoices for endorsements, renewals, policy audits, memos, binder bills and financing.
  • Maintain, update and organize computer and paper files utilized by the department.
  • Acturis – keeping policy information updated and accurate; creating appropriate abeyances; completing all abeyances as requested.
  • Mail – incoming mail (Canada Post, ICS and Courier) sorted, time stamped and processed into the system.
  • Mail – outgoing; letters, envelopes, prepare all courier way bills, accurate mailing labels and appropriate postage.
  • Scanning & Filing – Put away all roll cart files and drop filing.
  • Light office duties as assigned.
  • Other duties that may be assigned.


Team Support

  • Report any problems on potential lost accounts before occurrence to the Team Lead [Business Service Specialist]
  • Take all steps to avoid Errors & Omissions, and report any potential E&O to the [Business Service Specialist]
  • Attend and participate in Team meetings, general staff meetings and company functions


Office Support

  • Abide by and adhere to the policies and procedures as outlined in the CMB Policies & Procedures Manual.
  • Utilize the Agency Manager, Microsoft Office Suite, APF Finance and ISNet World programs
  • Be familiar with and support the Entrepreneur Operating System (EOS)


Knowledge and Experience:

  • 1-2 years of experience with in a team environment in a customer service position.
  • 1-2 years of experience with in an insurance environment or professional business environment would be considered an asset, but not required.
  • Experience with The Agency Manager, Microsoft Office Suite, Compu Quote or comparable computer systems.


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