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Client Services Associate Jobs in Ontario (NOW HIRING)

Hearing Solutions

Clinic Services Associate

Ottawa, ON · On-site

Role: Clinic Services Associate Location: Ottawa At Hearing Solutions, we connect people to the ... Keep client records organized and assist with general office tasks * Ensure the clinic is clean ...

Royal Bank of Canada

Private Client Associate

Ottawa, ON · On-site

CA$46K - CA$70K/yr

Proven client service skills * Meticulous attention to detail and excellent time management skills What's in it for you? We thrive on the challenge to be our best, progressive thinking to keep ...

Royal Bank of Canada

Private Client Associate

Toronto, ON · On-site

CA$46K - CA$70K/yr

Identify, investigate, and resolve all client inquiries, administrative errors, etc. * Be a key ... Management that supports your work and progression Job Skills Customer Knowledge, Customer Service ...

Royal Bank of Canada

Private Client Associate

Toronto, ON · On-site

CA$46K - CA$70K/yr

Identify, investigate, and resolve all client inquiries, administrative errors, etc. * Be a key ... Management that supports your work and progression Job Skills Customer Knowledge, Customer Service ...

Royal Bank of Canada

Private Client Associate

Toronto, ON · On-site

CA$46K - CA$70K/yr

Identify, investigate, and resolve all client inquiries, administrative errors, etc. * Be a key ... Management that supports your work and progression Job Skills Customer Knowledge, Customer Service ...

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 · 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) Wood Gundy

Toronto, ON · On-site

CA$50K - CA$59K/yr

As a Client Associate, you will work closely with Investment Advisors at CIBC Wood Gundy to help ... Financial Services and/or Brokerage industry experience and working knowledge of various quotation ...

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Client Services Associate information

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 does a client services associate do?

A Client Services Associate acts as a key point of contact between a company and its clients, ensuring that clients receive high-quality service and support. They handle client inquiries, resolve issues, assist with account management, and coordinate with other departments to fulfill client needs. Their goal is to maintain positive client relationships and help ensure client satisfaction, often working in industries like finance, marketing, or consulting.

What are the key skills and qualifications needed to thrive as a client services associate?

To thrive as a Client Services Associate, you need strong interpersonal skills, customer service experience, and often a bachelor's degree in business or a related field. Familiarity with CRM software, Microsoft Office Suite, and sometimes industry-specific platforms is typically required. Exceptional communication, organizational abilities, and a proactive attitude help you stand out in this client-facing role. These skills and qualities are essential for building client trust, efficiently resolving issues, and supporting overall business growth.

What are some common challenges faced by client services associates, and how can they be overcome?

Client Services Associates often manage multiple client accounts simultaneously, which can lead to competing priorities and tight deadlines. Effective time management and clear communication are essential for balancing these demands. Building strong relationships with clients and proactively addressing their concerns helps prevent misunderstandings and ensures satisfaction. Collaboration with internal teams, such as sales and operations, is also key to efficiently resolving client issues and delivering high-quality service.

What is the difference between Client Services Associate vs Customer Support Specialist?

AspectClient Services AssociateCustomer Support Specialist
Required CredentialsHigh school diploma or equivalent; some roles may prefer associate degreesHigh school diploma or equivalent; technical certifications optional
Work EnvironmentOffice setting, client-facing interactions, account managementCall centers, help desks, online support platforms
Employer & Industry UsageFinancial services, consulting, professional servicesRetail, tech companies, service industries
Common Search & Comparison IntentUnderstanding roles in client relationship managementAssisting 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.

More about Client Services Associate jobs

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

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

What are popular job titles related to Client Services Associate jobs in Ontario?

For Client Services Associate jobs in Ontario, the most frequently searched job titles are:

What job categories do people searching Client Services Associate jobs in Ontario look for?

The top searched job categories for Client Services Associate jobs in Ontario are:

What cities in Ontario are hiring for Client Services Associate jobs?

Cities in Ontario with the most Client Services Associate job openings:

Client Services Associate jobs near you
Infographic showing various Client Services Associate job openings in Ontario as of August 2026, with employment types broken down into 1% As Needed, 79% Full Time, 17% Part Time, and 3% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution.

Client Associate, Commercial Lines

Jones DesLauriers

Mississauga, ON • Hybrid

Full-time

Medical, Dental, PTO

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

Key responsibilities

  • Manage a book of commercial insurance accounts, including renewal, processing transactions, and communicating with clients and insurers.

  • Handle client inquiries, assist with claims, and support renewal and new business processes such as issuing certificates and generating applications.

  • Maintain and update account information, manage premium comparisons, and perform auto quotes when required.

Job description

POSITION OVERVIEW:

Jones DesLauriers is hiring for an experienced commercial insurance broker who is committed to delivering great customer service with a focus on retention of accounts on an assigned book of business. The Client Associate will play a central role in renewing existing accounts by serving JDIMI clients in assessing and fulfilling their insurance needs to the highest standards of satisfaction. The Client Associate is accountable for determining customer needs, negotiating coverages and terms, responding to complaints and inquiries, and processing of transactions. This role will provide for additional responsibilities to the successful candidate who previously held a Client Coordinator level broker position and is looking for more challenges and authority over the book of business assigned.


RESPONSIBILITIES:

  • Handle a book of business of up to approximately $500,000 in premium
  • Responsible for retention of 95% on renewal book of business
  • Manage renewal list of accounts at 120 days in advance of policy renewal
  • Follow up and collect accounts receivables based on weekly accounts receivables report
  • Answer client inquiries on the book of business and provide support to Client Managers on their book of business
  • Market and communicate client accounts to Insurers
  • Handle claims inquiries from clients
  • Attend client and Insurer meetings/events as necessary
  • Issue certificates of insurance within 24 hours for assigned Client Managers and send to appropriate insurer
  • Generate/issue liability slips for renewals, endorsements and new business
  • Process documents: renewals, endorsements, and new business
  • Invoice and execute on premium finance contracts and premium allocations
  • Run MVRs/driver abstracts, CVOR, etc.
  • Generate applications/forms (e.g. SOV, Profits Worksheets etc.) with abeyance for follow up
  • Maintain and update premium comparisons, summaries, executive summaries (if applicable)
  • Perform Auto Quotes on Compu-Quote when required
  • Manage effectively the abeyance system
  • Creating policy binders to send out to clients
  • Other duties as assigned


REQUIREMENTS:

  • Minimum 1 to 2 years of commercial insurance experience required
  • R.I.B.O license required
  • Working towards C.I.P. or C.A.I.B. designation(s)
  • Strong attention to detail, time management and analytical skills
  • Ability to be a self starter with strong written and oral communication skills as well as organizational skills
  • Advanced skills in Outlook, Excel, Word and EPIC


WHAT WE OFFER :


  • Health and Dental Benefits
  • RRSP Match Program
  • Bonus
  • Hybrid Work Environment
  • Paid Vacation Time
  • Sick Days
  • Additional PTO available


*This is a net new role.

*Navacord DOES NOT utilize artificial intelligence in the screening, assessment, or selection of applicants for this position.

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