Working closely with a team of Client Advisors , the Service Associate reviews and screens new insurance applications, ensures accurate entry of information into insurance portals, processes renewals ...
Working closely with a team of Client Advisors , the Service Associate reviews and screens new insurance applications, ensures accurate entry of information into insurance portals, processes renewals ...
Working closely with a team of Client Advisors , the Service Associate reviews and screens new insurance applications, ensures accurate entry of information into insurance portals, processes renewals ...
Working closely with a team of Client Advisors , the Service Associate reviews and screens new insurance applications, ensures accurate entry of information into insurance portals, processes renewals ...
Working closely with a team of Client Advisors , the Service Associate reviews and screens new insurance applications, ensures accurate entry of information into insurance portals, processes renewals ...
Working closely with a team of Client Advisors , the Service Associate reviews and screens new insurance applications, ensures accurate entry of information into insurance portals, processes renewals ...
Working closely with a team of Client Advisors , the Service Associate reviews and screens new insurance applications, ensures accurate entry of information into insurance portals, processes renewals ...
Working closely with a team of Client Advisors , the Service Associate reviews and screens new insurance applications, ensures accurate entry of information into insurance portals, processes renewals ...
Working closely with a team of Client Advisors , the Service Associate reviews and screens new insurance applications, ensures accurate entry of information into insurance portals, processes renewals ...
Working closely with a team of Client Advisors , the Service Associate reviews and screens new insurance applications, ensures accurate entry of information into insurance portals, processes renewals ...
Working closely with a team of Client Advisors , the Service Associate reviews and screens new insurance applications, ensures accurate entry of information into insurance portals, processes renewals ...
Working closely with a team of Client Advisors , the Service Associate reviews and screens new insurance applications, ensures accurate entry of information into insurance portals, processes renewals ...
Associate
Red Deer, AB · On-site
... as an Associate. By providing ongoing, exceptional service and support to our clients, you will ... Tap into your superior problem resolution skills to provide proactive client service. Working ...
Associate
Red Deer, AB · On-site
... as an Associate. By providing ongoing, exceptional service and support to our clients, you will ... Tap into your superior problem resolution skills to provide proactive client service. Working ...
You'll tackle client's needs with a solution-oriented approach that creatively addresses complex ... Services, Senior Associate, you'll work as part of a team of problem solvers, helping to solve ...
You'll tackle client's needs with a solution-oriented approach that creatively addresses complex ... Services, Senior Associate, you'll work as part of a team of problem solvers, helping to solve ...
Senior Associate - Indirect Tax
Calgary, AB · On-site
As a Senior Associate within the RSM Canada Indirect Tax practice you will be responsible for the ... Provide excellent client service to our clients and the RSM tax team through responsive and ...
Senior Associate - Indirect Tax
Calgary, AB · On-site
As a Senior Associate within the RSM Canada Indirect Tax practice you will be responsible for the ... Provide excellent client service to our clients and the RSM tax team through responsive and ...
Senior Associate - Indirect Tax
Edmonton, AB · On-site
As a Senior Associate within the RSM Canada Indirect Tax practice you will be responsible for the ... Provide excellent client service to our clients and the RSM tax team through responsive and ...
Senior Associate - Indirect Tax
Edmonton, AB · On-site
As a Senior Associate within the RSM Canada Indirect Tax practice you will be responsible for the ... Provide excellent client service to our clients and the RSM tax team through responsive and ...
Senior Associate - Indirect Tax
Red Deer, AB · On-site
As a Senior Associate within the RSM Canada Indirect Tax practice you will be responsible for the ... Provide excellent client service to our clients and the RSM tax team through responsive and ...
Senior Associate - Indirect Tax
Red Deer, AB · On-site
As a Senior Associate within the RSM Canada Indirect Tax practice you will be responsible for the ... Provide excellent client service to our clients and the RSM tax team through responsive and ...
BRIEF INTRODUCTION As an Administrative Associate you will be responsible for contributing to the ... Consistently demonstrate high levels of client service to deepen relationships; * by supporting the ...
BRIEF INTRODUCTION As an Administrative Associate you will be responsible for contributing to the ... Consistently demonstrate high levels of client service to deepen relationships; * by supporting the ...
Managing and working with assigned associate staff to meet the needs of clients and insurers ... Committed to excellence in customer service and builds strong relationships with clients * Sales ...
Managing and working with assigned associate staff to meet the needs of clients and insurers ... Committed to excellence in customer service and builds strong relationships with clients * Sales ...
Managing and working with assigned associate staff to meet the needs of clients and insurers ... Committed to excellence in customer service and builds strong relationships with clients * Sales ...
Managing and working with assigned associate staff to meet the needs of clients and insurers ... Committed to excellence in customer service and builds strong relationships with clients * Sales ...
BRIEF INTRODUCTION As an Administrative Associate you will be responsible for contributing to the ... Consistently demonstrate high levels of client service to deepen relationships; * by supporting the ...
BRIEF INTRODUCTION As an Administrative Associate you will be responsible for contributing to the ... Consistently demonstrate high levels of client service to deepen relationships; * by supporting the ...
Wealth Associate
Calgary, AB · On-site
A career as a Wealth Associate at National Bank is a job where you can showcase your ability to ... Support investment advisors in providing superior customer service and be available to meet client ...
Wealth Associate
Calgary, AB · On-site
A career as a Wealth Associate at National Bank is a job where you can showcase your ability to ... Support investment advisors in providing superior customer service and be available to meet client ...
Wealth Associate
Calgary, AB · On-site
A career as a Wealth Associate at National Bank is a job where you can showcase your ability to ... Support investment advisors in providing superior customer service and be available to meet client ...
Wealth Associate
Calgary, AB · On-site
A career as a Wealth Associate at National Bank is a job where you can showcase your ability to ... Support investment advisors in providing superior customer service and be available to meet client ...
Wealth Associate
Edmonton, AB · On-site
A career as a Wealth Associate at National Bank is a job where you can showcase your ability to ... Support investment advisors in providing superior customer service and be available to meet client ...
Wealth Associate
Edmonton, AB · On-site
A career as a Wealth Associate at National Bank is a job where you can showcase your ability to ... Support investment advisors in providing superior customer service and be available to meet client ...
Wealth Associate
Edmonton, AB · On-site
A career as a Wealth Associate at National Bank is a job where you can showcase your ability to ... Support investment advisors in providing superior customer service and be available to meet client ...
Wealth Associate
Edmonton, AB · On-site
A career as a Wealth Associate at National Bank is a job where you can showcase your ability to ... Support investment advisors in providing superior customer service and be available to meet client ...
A career as a Wealth Associate at National Bank is a job where you can showcase your ability to ... Support investment advisors in providing superior customer service and be available to meet client ...
A career as a Wealth Associate at National Bank is a job where you can showcase your ability to ... Support investment advisors in providing superior customer service and be available to meet client ...
Client Services Associate information
See Alberta salary details
$24K - $28K
2% of jobs
$28K - $32K
9% of jobs
$35.9K is the 25th percentile. Wages below this are outliers.
$32K - $36K
14% of jobs
$36K - $40K
16% of jobs
The median wage is $42.1K / yr.
$40K - $44K
17% of jobs
$44K - $48K
13% of jobs
$49.7K is the 75th percentile. Wages above this are outliers.
$48K - $52K
11% of jobs
$52K - $56K
7% of jobs
$56K - $60K
4% of jobs
$60K - $64K
4% of jobs
$64K - $68K
3% of jobs
$24K
$44.6K
$68K
How much do client services associate jobs pay per year?
What does a client service associate do?
What are the key skills and qualifications needed to thrive as a Client Services Associate, and why are they important?
What Is a Client Services Associate?
A client services associate is responsible for supporting financial advisors by providing a number of sales and support functions. In this career, you are typically employed by financial or wealth management organizations. Your job duties include giving quotes to customers, keeping records of investment transactions, building customer portfolios, and handling general customer service requests. Qualifications include experience with stocks, bonds and other investments, and strong customer service and oral communication skills.
What is the difference between Client Services Associate vs Customer Support Specialist?
| Aspect | Client Services Associate | Customer Support Specialist |
|---|---|---|
| Required Credentials | High school diploma or equivalent; some roles may prefer associate degrees | High school diploma or equivalent; technical certifications optional |
| Work Environment | Office setting, client-facing interactions, account management | Call centers, help desks, online support platforms |
| Employer & Industry Usage | Financial services, consulting, professional services | Retail, tech companies, service industries |
| Common Search & Comparison Intent | Understanding roles in client relationship management | Assisting customers with issues or inquiries |
The main difference is that Client Services Associates focus on managing client accounts and building relationships in professional settings, while Customer Support Specialists primarily handle customer inquiries and technical issues. Both roles require strong communication skills but differ in their scope and work environment.
What jobs pay 4000 a week without a degree?
Is a CSA job stressful?
What are some common challenges faced by Client Services Associates, and how can they be overcome?
What does a customer service associate do?
What does a Client Services Associate do?
- What is the career progression of a Client Services Associate?
- What is the difference between a Client Services Associate and a Financial Advisor?
- How to Become a Client Services Associate
- How much is the salary of a Client Services Associate in the US?
- What Is a Client Services Associate and How to Become One
- Client Services Associate Job Description Sample Template
Other
Re-posted 23 days ago
Job description
We put our people first. As an employer of choice, Acera Insurance, offers an outstanding workplace and employee culture that creates valuable opportunities for all employees.Â
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Our people are:
- Encouraged to challenge the status quo and never stop learning in their commitment to excellence.
- Empowered with a sense of accountability and autonomy to take ownership of their work.
- Treated with respect and act with integrity by putting clients, colleagues, and community first.
- Recognized for their achievements and celebrate festivities, big and small, to make work fun.
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We also proudly offer most employees the opportunity to become owners. With over 700 employee owners, Acera Insurance is the only Canadian brokerage that is widely owned by its employees. Our employee owners have a vested interest and get to share in Acera Insurance's success - which they make possible.
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Join our award-winning network of over 1,300 professionals across Canada and change the way people feel about insurance.
SERVICE ASSOCIATE, PERSONAL INSURANCE
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The Service Associate, Personal Insurance is an important part of the Personal Insurance team. Working closely with a team of Client Advisors, the Service Associate reviews and screens new insurance applications, ensures accurate entry of information into insurance portals, processes renewals, policy changes, cancellations and reinstatement, records and communicates changes, bills accounts, and maintains strong working relationships with brokers. This role does not require prior insurance experience, but strong excel and word skills, high attention to detail and an ability to manage/prioritize tasks to balance a busy workload. The keys to success in this role include having strong computer skills, the ability to work collaboratively as part of a team, and the commitment to staying organized in a busy environment with changing priorities.Â
LOCATION AND STATUSÂ
- Calgary, Edmonton, Fort McMurray, or Sylvan Lake, AB
- Full-time, permanentÂ
QUALIFICATIONSÂ
- Insurance experience is considered an asset
- Experience in an office environment
- Strong excel and word skills as well as a confident user of the Microsoft Office Suite of products, familiar with office technology such as scanners and copiers.Â
- Experience with insurance document management software is considered an assetÂ
VALUES & COMPETENCIESÂ
- High degree of professionalism and integrityÂ
- Self-starter with strong organizational abilityÂ
- Critical thinker with strong attention to detailsÂ
- Flexible and adaptable with proven problem-solving skillsÂ
- Works well within a team and independentlyÂ
Acera Insurance is the largest independent, employee-controlled brokerage in Canada. We are proudly 100% Canadian owned and operated. With over 70 locations across British Columbia, Alberta, Saskatchewan, Ontario, Nova Scotia, and the Yukon, $1.4 billion in gross written premium, and $1.3 billion group retirement savings assets under management, our team provides individuals, families and businesses unbiased insurance and risk management solutions that have a distinct Canadian perspective. Our collaborative work structure combines our people's strength and expertise to offer greater value, knowledge, and resources to our personal and commercial clients nationwide, including comprehensive group benefits.
Acera Insurance is an equal opportunity employer and is committed to all forms of diversity in the workplace. All qualified individuals are encouraged to apply.Â