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Client Services Associate Jobs in Quebec (NOW HIRING)

National Bank

This role allows you to develop your understanding of client needs, your advisory skills and your ... Preferential banking services * Involvement in community initiatives * Telemedicine service

Genda Americas

Field Service Associate

Montreal, QC · On-site

CA$50K - CA$55K/yr

Genda Americas est fier de son service client et de son expérience exceptionnels. Si vous partagez ... Field Service Associate - Montreal, Quebec, Canada Genda Americas proudly has a Play to Win culture.

Royal Bank of Canada

Associate

Montreal, QC · On-site

As an Associate, you provide direct client and sales support to the Financial Planners to enable them to focus on planning and advice activities for clients. You contribute to a differentiated client ...

National Bank

Associate

Trois-rivieres, QC

A career as an Associate in the Wealth Management team at National Bank, will give you the ... service in person, on the phone, and by email Analyze client accounts to prepare for activities ...

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All JobsClient Services Associate JobsClient Services Associate Jobs in Quebec

Client Services Associate information

See Quebec salary details

$24K

$44.6K

$68K

How much do client services associate jobs pay per year?

As of Jul 15, 2026, the average yearly pay for client services associate in Quebec is $44,634.00, according to ZipRecruiter salary data. Most workers in this role earn between $35,500.00 and $51,000.00 per year, depending on experience, location, and employer.

What does a client service associate do?

A client service associate is responsible for assisting clients by addressing inquiries, resolving issues, and providing information about products or services. They often handle communication via phone, email, or in person, and use customer relationship management (CRM) tools to track interactions and ensure client satisfaction.

What are the key skills and qualifications needed to thrive as a Client Services Associate, and why are they important?

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 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?

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.

What jobs pay 4000 a week without a degree?

A Client Services Associate typically earns less than $4,000 weekly, but high-paying roles without a degree include sales managers, real estate brokers, and certain skilled trades like electricians or commercial pilots, which often require experience, licensing, or certifications. These roles may involve commission, bonuses, or overtime to reach that income level.

Is a CSA job stressful?

A Client Services Associate (CSA) role can be stressful due to handling customer inquiries, resolving issues, and meeting service standards. The level of stress often depends on the workload, company environment, and communication skills required, but many CSAs develop stress management skills over time.

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 does a customer service associate do?

A customer service associate, often called a client services associate, handles customer inquiries, resolves issues, and provides information about products or services. They communicate via phone, email, or chat, use customer management software, and aim to ensure customer satisfaction and retention.

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.
More about Client Services Associate jobs
What are the most commonly searched types of Client Services jobs in Quebec? The most popular types of Client Services jobs in Quebec are:
What are popular job titles related to Client Services Associate jobs in Quebec? For Client Services Associate jobs in Quebec, the most frequently searched job titles are:
What job categories do people searching Client Services Associate jobs in Quebec look for? The top searched job categories for Client Services Associate jobs in Quebec are:
What cities in Quebec are hiring for Client Services Associate jobs? Cities in Quebec with the most Client Services Associate job openings:
Client Services Associate jobs near you

Investment Advisory Service Associate (Hybrid)

National Bank

Saint-georges, QC • Hybrid

Full-time

Medical, Retirement

Re-posted 4 days ago

Job description

Attendance
Hybrid
Job number
33635
Category
Professional
Status: Permanent
Type of Contract
Permanent
Schedule: Full-Time 
Full Time / Part Time?
Full-Time
Posting date
10-Jun-2026
Area(s) of interest: Advisory services, Personal banking
Location(s): Saint-Georges

As an Investment Advisory Service Associate at National Bank, you’ll have the opportunity to discover the profession of financial planner by acting as an advisor to clients and following financial plans drawn up by a financial planner. This role allows you to develop your understanding of client needs, your advisory skills and your knowledge of financial planning while contributing to portfolio results.

Your role
  • Work closely with your assigned financial planner(s) to help them better support the clients in their portfolios
  • Advise clients, listening actively in order to better meet their investment needs
  • In collaboration with the financial planner, create business development opportunities for clients and contribute to portfolio results
  • Identify business opportunities for partners in both investment and financing
  • Be able to open certain investment accounts and advise the customers on the best strategy to adopt
Your team
 
With National Bank, you benefit from working in a large established company, covering a large territory with great potential, and enjoying flexible working conditions, while helping local people build their lives.
 
Our training programs use on-the-job learning to help you master your role. Personalized training content is available to foster ongoing learning. You’ll also have access to colleagues with a wide range of expertise, experience, and backgrounds to enrich all aspects of your development.
 
Prerequisites
  • College diploma (DEC) and 3 years of experience OR bachelor’s degree and 1 to 3 years of relevant experience
  • Mutual fund representative (MFR) designation
  • Business development experience in the financial advisory services industry, an asset
  • Basic investment knowledge
  • Proficient with IT tools used in investment and comfortable navigating digital tools
  • Ability to rigorously manage several requests at the same time
Languages:
French
Skills

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Communication Emotional Intelligence Problem Solving Teamwork Accountability Client-focused Learning Agility Standards Compliance Listening
Your benefits
In addition to competitive compensation, upon hiring you’ll be eligible for a wide range of flexible benefits to help promote your wellbeing and that of your family such as:

* Health and wellness program, including many options
* Flexible group insurance
* Generous pension plan
* Employee Share Ownership Plan
* Employee and family assistance program
* Preferential banking services
* Involvement in community initiatives
* Telemedicine service
* Virtual sleep clinic

We have an offer that keeps up with trends as well as your needs and those of your family.

Our dynamic work environments and cutting-edge collaboration tools foster a positive employee experience. We value employees’ ideas. Whether through our surveys or programs, regular feedback and ongoing communication are encouraged.

Making a bold move in a people-first environment
We’re a bank on a human scale that stands out for its courage, entrepreneurial culture, and passion for people. Our mission is to have a positive impact on people’s lives. Our core values of partnership, agility, and empowerment inspire us, and inclusion is central to our commitments. We aim, wherever possible, to provide a barrier-free and accessible environment to all employees.

We strive to provide accessibility measures throughout the recruitment process within the limits of our available resources. If you require accommodations, feel free to let us know during our initial conversations. We welcome all candidates! What can you bring to our team?

Join us!
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