Client Support Associate (Financial Services) If you've always dreamt of an exciting career in Banking, Finance and Technology Services, now's the time to make it a reality. Graduate training ...
Client Support Associate (Financial Services) If you've always dreamt of an exciting career in Banking, Finance and Technology Services, now's the time to make it a reality. Graduate training ...
About the role The Client Service Team is the revenue epicentre of our business. As an Associate in ... About Dialectica Dialectica is an information services company that helps businesses access the ...
Quick apply
About the role The Client Service Team is the revenue epicentre of our business. As an Associate in ... About Dialectica Dialectica is an information services company that helps businesses access the ...
Manager, Client Services
Montreal, QC · Hybrid
Provide leadership and guidance to the client management team (Relationship Managers and Associate Relationship Managers), ensuring service levels are consistently met and strong client satisfaction ...
Manager, Client Services
Montreal, QC · Hybrid
Provide leadership and guidance to the client management team (Relationship Managers and Associate Relationship Managers), ensuring service levels are consistently met and strong client satisfaction ...
Private Client Associate
Montreal, QC · On-site
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 ...
Private Client Associate
Montreal, QC · On-site
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 ...
About the role The Client Service Team is the revenue epicentre of our business. As an Associate in ... About Dialectica Dialectica is an information services company that helps businesses access the ...
Quick apply
About the role The Client Service Team is the revenue epicentre of our business. As an Associate in ... About Dialectica Dialectica is an information services company that helps businesses access the ...
About the role The Client Service Team is the revenue epicentre of our business. As an Associate in ... About Dialectica Dialectica is an information services company that helps businesses access the ...
Quick apply
About the role The Client Service Team is the revenue epicentre of our business. As an Associate in ... About Dialectica Dialectica is an information services company that helps businesses access the ...
About Dialectica Dialectica is a leading B2B information services firm that serves the world's top ... Client Service Team is the revenue epicentre of our business. As an Associate in the CST, you will ...
Quick apply
About Dialectica Dialectica is a leading B2B information services firm that serves the world's top ... Client Service Team is the revenue epicentre of our business. As an Associate in the CST, you will ...
Client Service Associate, Financial Planning
Montreal, QC · On-site
CA$74/hr
The Financial Planning Client Service Associate provides a high level of dedicated sales and ... services et de soutien dans une langue autre que le francais.
Client Service Associate, Financial Planning
Montreal, QC · On-site
CA$74/hr
The Financial Planning Client Service Associate provides a high level of dedicated sales and ... services et de soutien dans une langue autre que le francais.
Associate
Montreal, QC · On-site
... as an Associate. By providing ongoing, exceptional service and support to our clients and our ... Tap into your superior problem resolution skills to provide proactive client service. Working ...
Associate
Montreal, QC · On-site
... as an Associate. By providing ongoing, exceptional service and support to our clients and our ... Tap into your superior problem resolution skills to provide proactive client service. Working ...
Associate
Brossard, QC · On-site
... as an Associate. By providing ongoing, exceptional service and support to our clients and our ... Tap into your superior problem resolution skills to provide proactive client service. Working ...
Associate
Brossard, QC · On-site
... as an Associate. By providing ongoing, exceptional service and support to our clients and our ... Tap into your superior problem resolution skills to provide proactive client service. Working ...
Client Service Associate
Montreal, QC · On-site
... Associate. We seek a detail-oriented, proactive, and driven professional who is passionate about ... At least two years of experience in wealth management, financial services, or similar client ...
Client Service Associate
Montreal, QC · On-site
... Associate. We seek a detail-oriented, proactive, and driven professional who is passionate about ... At least two years of experience in wealth management, financial services, or similar client ...
PIA Client Service Associate
CA$43K - CA$56K/yr
If so, then get onboard for the position of PIA Client Service Associate . In this role, you will ... services, and identify referral opportunities * Accept/create leads and ensure correct referral ...
PIA Client Service Associate
CA$43K - CA$56K/yr
If so, then get onboard for the position of PIA Client Service Associate . In this role, you will ... services, and identify referral opportunities * Accept/create leads and ensure correct referral ...
Working with a team of Client Service Associates and reporting to the Supervisor, Client Experience ... services sector. * Enrolment or completion of CSC is an asset; * Because of our bilingual client ...
Working with a team of Client Service Associates and reporting to the Supervisor, Client Experience ... services sector. * Enrolment or completion of CSC is an asset; * Because of our bilingual client ...
If so, then get onboard for the position of PIA Client Service Associate . In this role, you will ... services, and identify referral opportunities * Accept/create leads and ensure correct referral ...
If so, then get onboard for the position of PIA Client Service Associate . In this role, you will ... services, and identify referral opportunities * Accept/create leads and ensure correct referral ...
Evenement John-Molson - 27 janvier 2026 / John Molson Event - January 27, 2026
CA$22.50 - CA$28.33/hr
... services, products, and solutions to existing or prospective TD customers. At the branch, we ... Associate. We are expecting an all-around champion who can understand customer needs and advise ...
Evenement John-Molson - 27 janvier 2026 / John Molson Event - January 27, 2026
CA$22.50 - CA$28.33/hr
... services, products, and solutions to existing or prospective TD customers. At the branch, we ... Associate. We are expecting an all-around champion who can understand customer needs and advise ...
As a Financial Services Associate in the Imperial Service Team, you'll provide administrative and client support to seek business growth opportunities.You'll create strong working relationships while ...
As a Financial Services Associate in the Imperial Service Team, you'll provide administrative and client support to seek business growth opportunities.You'll create strong working relationships while ...
As a Financial Services Associate in the Imperial Service Team, you'll provide administrative and client support to seek business growth opportunities.You'll create strong working relationships while ...
As a Financial Services Associate in the Imperial Service Team, you'll provide administrative and client support to seek business growth opportunities.You'll create strong working relationships while ...
Wealth Associates will be supported in their development through the Wealth Associate Advancement ... In so doing, relationship management and client servicing skills are groomed and enhanced. Skills ...
Wealth Associates will be supported in their development through the Wealth Associate Advancement ... In so doing, relationship management and client servicing skills are groomed and enhanced. Skills ...
Vous apprendrez tout ce dont vous avez besoin pour debuter votre carriere dans les services ... Client Registration & Support Associate If you've always dreamt of an exciting career in Banking ...
Vous apprendrez tout ce dont vous avez besoin pour debuter votre carriere dans les services ... Client Registration & Support Associate If you've always dreamt of an exciting career in Banking ...
Client Services Associate information
See Quebec 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
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Posted 25 days ago
Job description
**English Version Below**
Associe au support client (services financiers)
Si vous avez toujours reve d'une carriere stimulante dans les services bancaires, financiers et technologiques, c'est le moment de la concretiser.
Formation pour les diplomes, soutien continu, opportunites aupres d'employeurs mondiaux de premier plan, le programme Alumni pour diplomes vous offre tout ce dont vous avez besoin. (Et ne vous inquietez pas, il n'y a pas de clause de formation. Pas de frais de sortie, pas de pieges caches.)
Chez mthree, nous placons de recents diplomes aupres de grandes entreprises mondiales. Nos clients comprennent des banques d'investissement de premier plan et d'autres organisations dans divers secteurs, allant de l'assurance a la sante, en passant par le voyage.
Ces roles sont exigeants et requierent une grande attention aux details, une forte orientation client, un sens aigu du risque ainsi qu'une bonne connaissance des reglementations. Chez mthree, nous pouvons vous fournir la formation professionnelle necessaire pour debuter votre carriere dans le secteur bancaire et ouvrir des portes vers des institutions financieres de premier plan.
Certaines de ces fonctions incluent:
- Respecter le cadre de controle interne afin d'assurer la fiabilite et la tracabilite du travail effectue.
- Effectuer des taches d'enregistrement, de maintenance et de soutien pour la suite de produits de banque electronique offerte.
- Participer a des projets en collaboration avec les equipes TI locales, les gestionnaires de produits de tresorerie et de commerce, au besoin (par exemple : nouveaux projets, tests UAT, etc.).
- Gerer rapidement les demandes entrantes, consigner toutes les demandes dans l'outil de suivi approprie et trouver une solution adequate.
- Maintenir une expertise sur toutes les gammes de produits (Cash & Trade) et les systemes applicables. Ameliorer continuellement ses connaissances relatives aux offres de produits en fonction des ameliorations de produits ou des changements reglementaires et assurer le transfert de connaissances au sein de l'equipe.
- Participer aux reunions de departement et a d'autres activites de la banque ainsi qu'accomplir diverses taches et projets pouvant etre assignes par le gestionnaire de temps a autre.
Comment fonctionne le programme Alumni:
- Postulez via cette offre d'emploi.
- Completez notre processus d'evaluation.
- Suivez la formation a distance. Vous apprendrez tout ce dont vous avez besoin pour commencer votre carriere dans les services bancaires. En apprenant aupres d'experts mthree ayant des decennies d'experience, vous serez forme aux competences techniques et interpersonnelles recherchees par les organisations. La formation est entierement gratuite et sans couts caches.
- Joignez-vous a un client de mthree pour une periode de 12 a 24 mois tout en recevant du soutien et des augmentations salariales tous les 12 mois.
- La grande majorite des participants deviennent ensuite des employes permanents chez le client a la fin du programme.
Ce que vous apprendrez a l'Academie mthree:
- Connaissance des marches financiers, du trading et des reglementations financieres.
- Fonctionnement interne des banques d'investissement, des ventes aux processus de back-office.
- Cycle de vie complet des transactions, le risque, la reglementation et la conformite.
- Analyse d'affaires, analyse de donnees et competences en gestion de projet.
- Comment reconnaitre et combattre l'utilisation abusive des services financiers comme vehicule pour certains types de crimes financiers.
Ce dont vous aurez besoin:
- Maitrise de MS Office (Word, Excel et PowerPoint).
- Bonne connaissance et comprehension des ordinateurs, systemes, plateformes bancaires electroniques et systemes ERP.
- Bonne connaissance pratique des produits de tresorerie (structure de paiement, SWIFT, etc.) et comprehension de base des produits de commerce (LC, SBLC, BG, etc.).
- Langues : maitrise de l'anglais, du francais OU de l'anglais et de l'espagnol OU des trois, a l'oral et a l'ecrit. Le portugais serait considere comme un atout important.
Ce que vous obtiendrez:
- Formation interactive approfondie en petits groupes avec des diplomes comme vous. Notre formation est concue et offerte par des experts du secteur qui connaissent votre domaine en profondeur.
- Salaire competitif pour diplomes avec augmentations tous les 12 mois pour refleter votre progression.
- Ensemble d'avantages sociaux flexibles.
- Formation continue, soutien et evenements sociaux tout au long de votre programme.
- Une occasion de lancer votre carriere et d'acquerir une experience precieuse dans un secteur stimulant et dynamique.
Chez mthree, nos valeurs soutiennent les collegues courageux, les moteurs de changement et les champions de l'apprentissage, tout en favorisant la sante et le bien-etre de tous les employes. Nous sommes fiers de celebrer la diversite de chaque individu qui contribue a faire de mthree l'entreprise qu'elle est aujourd'hui et qu'elle sera demain. Nous valorisons la diversite tant au sein de mthree qu'aupres de nos entreprises partenaires et nous nous engageons a offrir un environnement ou tous les collegues peuvent s'epanouir. Cela signifie promouvoir une forte culture de l'egalite et surtout de l'inclusion.
Client Support Associate (Financial Services)
If you've always dreamt of an exciting career in Banking, Finance and Technology Services, now's the time to make it a reality.
Graduate training, ongoing support, opportunities at leading global employers - the Alumni graduate program gives you everything you need. (And don't worry, there's no training bond. No exit fees, no hidden catches).
Here at mthree, we pair great graduates with brilliant global businesses. Our clients include tier one investment banks and other organizations across a range of industries, from insurance to healthcare to travel.
These roles are challenging, demanding attention to detail and a strong client focus, a keen sense of risk and an awareness of the regulations. At mthree, we can provide you with the professional training to embark on your career within banking and open doors to world leading financial institutions.
Some of these roles include:
- Follow the internal control framework to ensure reliability and traceability of the work done
- Perform registration, maintenance and support tasks for the Electronic Banking Suite of products offered by BNP Paribas.
- Assist with projects in collaboration with Local IT, Cash Management and Trade product managers when required (example: new projects, UAT testing, etc.).
- Timely handling of incoming requests, log all requests on applicable tracking tool and find an appropriate solution.
- Maintain expertise on all product lines (Cash & Trade) and systems applicable. Continually enhance and acquire new knowledge relating to relevant product offerings of BNP Paribas in line with any product enhancements and/or regulatory changes, ensure knowledge transfer within the team. Participation in department meetings and other activities of the bank as well as handle various tasks/projects which may be assigned by manager from time to time
How the Alumni program works:
- Apply via this job advert.
- Complete our assessment process.
- Get trained remotely. You'll learn everything you need to start your career in banking services. Learning from experts from mthree who have decades of experience, you'll be taught the technical and soft skills that organizations really need. Training is completely free and there are no hidden costs or catches.
- Join a mthree client for 12-24 months while receiving support and salary increases every 12 months.
- The vast majority then convert to permanent employees with the client at the end of the program.
What you'll learn at the mthree Academy:
- Knowledge of financial markets, trading and financial regulations.
- The inner workings of investment banks, from sales to back-office processes.
- The full trade lifecycle; risk; regulation and compliance.
- Business analysis, data analytics and project skills.
- How to recognize and combat the exploitation of financial services companies as a vehicle for specific types of financial crime.
What you'll need:
- Proficient in MS Office (Word, Excel & PPT)
- Good working knowledge/understanding of Computers/Systems/Electronic Banking Platforms/ERP Systems
- Good working knowledge of Cash products (Payment Structure, SWIFT, etc.) and basic understanding of Trade products (LCs, SBLCs, BGs, etc.)
- Languages: Fluent in English, French OR English & Spanish OR all 3 (written and spoken) (Portuguese - would be considered a strong asset).
What you'll get:
- In-depth interactive training in small classes with graduates like you. Our training is created and delivered by industry experts who know your field inside out.
- A generous graduate salary with pay rises every 12 months to reflect your progress.
- A flexible benefit package.
- Ongoing training, support and social events throughout your placement.
- An opportunity to kickstart your career and gain valuable experience in an attractive and exciting industry.
At mthree, our values support courageous teammates, needle movers, and learning champions all while striving to support the health and well-being of all employees. We take great pride in celebrating the diversity of each individual who contributes to making mthree the company it is today and will be in the future. We value diversity both within mthree and with our partner companies, and we're proud to provide an environment where all our colleagues can flourish. That means promoting a strong culture of equality but, most importantly, inclusion.