As a Financial Services Associate in the Business Banking Team, you'll provide administrative and ... Client engagement - Leverage your knowledge of cash management, credit, investment and wealth ...
As a Financial Services Associate in the Business Banking Team, you'll provide administrative and ... Client engagement - Leverage your knowledge of cash management, credit, investment and wealth ...
SBB, Client Service Associate
Montreal, QC · On-site
CA$74/hr
Prior experience in Small Business Banking product and services an asset * Undergraduate degree or ... TD is deeply committed to being a leader in client experience, that is why we believe that all ...
SBB, Client Service Associate
Montreal, QC · On-site
CA$74/hr
Prior experience in Small Business Banking product and services an asset * Undergraduate degree or ... TD is deeply committed to being a leader in client experience, that is why we believe that all ...
SBB, Client Service Associate
Montreal, QC · On-site
CA$74/hr
Prior experience in Small Business Banking product and services an asset * Undergraduate degree or ... TD is deeply committed to being a leader in client experience, that is why we believe that all ...
SBB, Client Service Associate
Montreal, QC · On-site
CA$74/hr
Prior experience in Small Business Banking product and services an asset * Undergraduate degree or ... TD is deeply committed to being a leader in client experience, that is why we believe that all ...
SBB, Client Service Associate
Montreal, QC · On-site
CA$74/hr
Prior experience in Small Business Banking product and services an asset * Undergraduate degree or ... TD is deeply committed to being a leader in client experience, that is why we believe that all ...
SBB, Client Service Associate
Montreal, QC · On-site
CA$74/hr
Prior experience in Small Business Banking product and services an asset * Undergraduate degree or ... TD is deeply committed to being a leader in client experience, that is why we believe that all ...
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 ...
The program offers a strong foundation in financial planning, relationship building, and client ... services, including personal and commercial banking, wealth management and private banking ...
The program offers a strong foundation in financial planning, relationship building, and client ... services, including personal and commercial banking, wealth management and private banking ...
Summit Readiness Associate, Commercial Development Programs (Relationship Manager Stream) Montreal
Montreal, QC · On-site
Summit Readiness Associate, Commercial Development Programs (Relationship Manager Stream) Are you ... Engage in complex, hands-on assignments across credit, risk, and client service disciplines to ...
Summit Readiness Associate, Commercial Development Programs (Relationship Manager Stream) Montreal
Montreal, QC · On-site
Summit Readiness Associate, Commercial Development Programs (Relationship Manager Stream) Are you ... Engage in complex, hands-on assignments across credit, risk, and client service disciplines to ...
Summit Readiness Associate, Commercial Development Program (Relationship Manager Stream) Gatineau
Gatineau, QC · On-site
Summit Readiness Associate, Commercial Development Programs (Relationship Manager Stream) Are you ... Engage in complex, hands-on assignments across credit, risk, and client service disciplines to ...
Summit Readiness Associate, Commercial Development Program (Relationship Manager Stream) Gatineau
Gatineau, QC · On-site
Summit Readiness Associate, Commercial Development Programs (Relationship Manager Stream) Are you ... Engage in complex, hands-on assignments across credit, risk, and client service disciplines to ...
Members of our Financial Services and Regulation team advise financial institutions, including ... Demonstrate business acumen and the ability to build excellent client relationships; * Have strong ...
Members of our Financial Services and Regulation team advise financial institutions, including ... Demonstrate business acumen and the ability to build excellent client relationships; * Have strong ...
Associate, Financial Restructure Group
Montreal, QC · On-site
CA$96K - CA$136K/yr
The position works closely with the commercial and full-service branch network and with external ... TD is deeply committed to being a leader in client experience, that is why we believe that all ...
Associate, Financial Restructure Group
Montreal, QC · On-site
CA$96K - CA$136K/yr
The position works closely with the commercial and full-service branch network and with external ... TD is deeply committed to being a leader in client experience, that is why we believe that all ...
As a Valuation Services Director, you will be focused on producing thorough reports as well as fostering client relationships and consulting with them to find the best solutions. You'll work closely ...
As a Valuation Services Director, you will be focused on producing thorough reports as well as fostering client relationships and consulting with them to find the best solutions. You'll work closely ...
Senior Analyst / Associate Director) Investment Strategy & Client Solutions Build the future with ... Provide exceptional client service. * Maintain a strong understanding of the needs and expectations ...
Senior Analyst / Associate Director) Investment Strategy & Client Solutions Build the future with ... Provide exceptional client service. * Maintain a strong understanding of the needs and expectations ...
As a Valuation Services Director, you will be focused on producing thorough reports as well as fostering client relationships and consulting with them to find the best solutions. You'll work closely ...
As a Valuation Services Director, you will be focused on producing thorough reports as well as fostering client relationships and consulting with them to find the best solutions. You'll work closely ...
Senior Analyst / Associate Director) Investment Strategy & Client Solutions Build the future with ... Provide exceptional client service. * Maintain a strong understanding of the needs and expectations ...
Senior Analyst / Associate Director) Investment Strategy & Client Solutions Build the future with ... Provide exceptional client service. * Maintain a strong understanding of the needs and expectations ...
Senior Analyst / Associate Director) Investment Strategy & Client Solutions Build the future with ... Provide exceptional client service. * Maintain a strong understanding of the needs and expectations ...
Senior Analyst / Associate Director) Investment Strategy & Client Solutions Build the future with ... Provide exceptional client service. * Maintain a strong understanding of the needs and expectations ...
Senior Analyst / Associate Director) Investment Strategy & Client Solutions Build the future with ... Provide exceptional client service. * Maintain a strong understanding of the needs and expectations ...
Senior Analyst / Associate Director) Investment Strategy & Client Solutions Build the future with ... Provide exceptional client service. * Maintain a strong understanding of the needs and expectations ...
The Investment Associate provides advanced trading and client service support to Scotia iTRADE's High Value and highly active trader client segment. This role requires specialized expertise in equity ...
The Investment Associate provides advanced trading and client service support to Scotia iTRADE's High Value and highly active trader client segment. This role requires specialized expertise in equity ...
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.
Quick apply
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.
Wealth Associate (Hybrid)
Chicoutimi, QC · Hybrid
Chicoutimi A career as a Wealth Associate at National Bank is a job where you can showcase your ... Support investment advisors in providing superior customer service and be available to meet client ...
Wealth Associate (Hybrid)
Chicoutimi, QC · Hybrid
Chicoutimi A career as a Wealth Associate at National Bank is a job where you can showcase your ... Support investment advisors in providing superior customer service and be available to meet client ...
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 ...
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 ...
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 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 are some common challenges faced by Client Services Associates, and how can they be overcome?
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
Full-time
Retirement
Posted 5 days ago
Job description
We're building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what's right for our clients.
At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and what they contribute.
To learn more about CIBC, please visit CIBC.com
What you'll be doing
As a member of the Personal and Business Banking Team, you'll partner with Financial Advisors tohelp high value clients secure their futures and set up their businesses. As a Financial Services Associate in the Business Banking Team, you'll provide administrative and client support to seek business growth opportunities.You'll create strong working relationships while making a difference in your clients' financial success. You're flexible to work our banking centre hours which may include evenings and weekends. To help deliver a great client experience, you're flexible to work at multiple banking centres within a reasonable travel distance.
At CIBC we enable the work environment most optimal for you to thrive in your role. To successfully perform the work, you'll be on-site full-time.
How you'll succeed
- Client engagement - Leverage your knowledge of cash management, credit, investment and wealth protection to answer questions and provide information to clients. Partner with your Financial Advisor to help clients meet their financial goals.
- Problem solving - Listen, ask questions, and put yourself in the client's shoes. Act like an owner by taking accountability for client issues, and know when to lean on others to find solutions.
- Organizational skills - Prepare client files, booking appointments, and maintaining schedules. Help team success by improving team productivity and proactively uncovering business opportunities.
Who you are
- You put our clients first. You engage with purpose to find the right solutions. You go the extra mile, because it's the right thing to do.
- You engage with your heart and mind. You care about people and respect different perspectives. You listen to and learn from the experiences of others.
- You're passionate about people. You find meaning in relationships, and surround yourself with a diverse network of partners. You connect with others through respect and authenticity.
- You're motivated by collective success. You know that teamwork can transform a good idea into a great one. You know that an inclusive team that enjoys working together can bring a vision to life.
- You love to learn. You're passionate about growing your knowledge. You have a strong sense of curiosity.
- Values matter to you. You bring your real self to work and you live our values - trust, teamwork, and accountability.
- You're fluent in French and English to serve our clients in the community.
What CIBC Offers
At CIBC, your goals are a priority. We start with your strengths and ambitions as an employee and strive to create opportunities to tap into your potential. We aspire to give you a career, rather than just a paycheck.
We work to recognize you in meaningful, personalized ways including a competitive salary, incentive pay, banking benefits, a benefits program*, defined benefit pension plan*, an employee share purchase plan, a vacation offering, wellbeing support, and MomentMakers, our social, points-based recognition program.
Our spaces and technological toolkit will make it simple to bring together great minds to create innovative solutions that make a difference for our clients.
We cultivate a culture where you can express your ambition through initiatives like Purpose Day; a paid day off dedicated for you to use to invest in your growth and development.
*Subject to plan and program terms and conditions
What you need to know
CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong. We seek applicants with a wide range of abilities and we provide an accessible candidate experience. If you need accommodation, please contact Mailbox.careers-carrieres@cibc.com
CIBC is committed to clarity in our hiring process. All roles posted are opportunities we're actively recruiting for, unless stated otherwise.
You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit.
We may ask you to complete an attribute-based assessment and other skills test (such as simulation, coding, French proficiency).
We use artificial intelligence tools during the recruitment process. Our goal for the application process is to get to know more about you, all that you have to offer, and give you the opportunity to learn more about us.
Job Location
Montreal-Decarie & FerrierEmployment Type
RegularWeekly Hours
37.5Skills
Analytical Thinking, Business Growth, Client Issue Resolution, Client Service, Communication, Customer Experience (CX), Financial Products, Post-Sales Support, Product Knowledge, Teamwork