... client service delivery, are subject to a Personnel Security Screening conducted through the Government of Canada. Note for Quebec candidates: if knowledge of English is required for this position ...
... client service delivery, are subject to a Personnel Security Screening conducted through the Government of Canada. Note for Quebec candidates: if knowledge of English is required for this position ...
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 ...
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 ...
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 ...
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 ...
As an Investment Associate you will work closely with a Wealth Advisor in the development and ... Exceptional client service skills, providing a professional and respectful experience WHATS IN IT ...
As an Investment Associate you will work closely with a Wealth Advisor in the development and ... Exceptional client service skills, providing a professional and respectful experience WHATS IN IT ...
As a Service Associate, this role offers a unique opportunity to gain broad exposure across RBC Wealth Management Operations by combining both phone-based client/advisor servicing models with client ...
As a Service Associate, this role offers a unique opportunity to gain broad exposure across RBC Wealth Management Operations by combining both phone-based client/advisor servicing models with client ...
Victoriaville A career as a Associate at National Bank in the wealth Management Evolution team, is ... Support investment advisors in providing superior customer service and be available to meet client ...
Victoriaville A career as a Associate at National Bank in the wealth Management Evolution team, is ... 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 ...
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 ...
We work in a uniquely collaborative model across the firm and throughout all levels of the client ... BCG fournit des solutions grace a des services de conseil en gestion de pointe, associes a la ...
We work in a uniquely collaborative model across the firm and throughout all levels of the client ... BCG fournit des solutions grace a des services de conseil en gestion de pointe, associes a la ...
Associate, Private Wealth
Montreal, QC · Hybrid
Under the supervision of the Senior Investment Counsellor, the Associate is primarily responsible ... Client Servicing Support * Cultivate strong relationships with clients becoming the "go to" person ...
Associate, Private Wealth
Montreal, QC · Hybrid
Under the supervision of the Senior Investment Counsellor, the Associate is primarily responsible ... Client Servicing Support * Cultivate strong relationships with clients becoming the "go to" person ...
A career as an Associate in the Wealth Management team at National Bank, will give you the ... Provide superior customer service in person, on the phone, and by email * Analyze client accounts ...
A career as an Associate in the Wealth Management team at National Bank, will give you the ... Provide superior customer service in person, on the phone, and by email * Analyze client accounts ...
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 ...
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 ...
Associate
Trois-rivieres, QC · On-site
A career as an Associate in the Wealth Management team at National Bank, will give you the ... Provide superior customer service in person, on the phone, and by email * Analyze client accounts ...
Associate
Trois-rivieres, QC · On-site
A career as an Associate in the Wealth Management team at National Bank, will give you the ... Provide superior customer service in person, on the phone, and by email * Analyze client accounts ...
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 Associate at National Bank in the wealth Management Evolution team, is a job where ... Support investment advisors in providing superior customer service and be available to meet client ...
A career as a Associate at National Bank in the wealth Management Evolution team, is a job where ... 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 ...
A career as a Associate at National Bank in the wealth Management Evolution team, is a job where ... Support investment advisors in providing superior customer service and be available to meet client ...
A career as a Associate at National Bank in the wealth Management Evolution team, is a job where ... 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 ...
A career as a Associate at National Bank in the wealth Management Evolution team, is a job where ... Support investment advisors in providing superior customer service and be available to meet client ...
A career as a Associate at National Bank in the wealth Management Evolution team, is a job where ... Support investment advisors in providing superior customer service and be available to meet client ...
Quebec A career as an associate with the Groupe Thivierge Laflamme Wealth Management team at ... Provide superior customer service in person, on the phone, and by email * Analyze client accounts ...
Quebec A career as an associate with the Groupe Thivierge Laflamme Wealth Management team at ... Provide superior customer service in person, on the phone, and by email * Analyze client accounts ...
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
Medical, Life, Retirement
Posted 27 days ago
Job description
TELUS Health is empowering every person to live their healthiest life. Guided by our vision, we are leveraging the power of our leading edge technology and focusing on the uniqueness of each individual to create the future of health. As a global-leading health and well-being provider - encompassing physical, mental and financial health - TELUS Health is improving health outcomes for consumers, patients, healthcare professionals, employers and employees.
Job Description SummaryAs part of a dedicated, professional team, you will be providing services to clients and members with respect to defined benefit pension plan administration. Your various responsibilities will allow you to use your analytical skills on a daily basis and to flourish in a stimulating career.
Being part of our team means
Working with a dynamic team
Growing through stimulating mandates and projects
Having career opportunities for professional development
Working in a hybrid mode, in the office and from home or fully remote
Enjoying a flexible schedule and a comprehensive benefits program
Your responsibilities
Help with the annual planning and organization of work related to pension plan administration.
Take part in the production and verification of related work.
Train and coach team members
Communicate and track the budget.
Build clients' satisfaction by listening to their needs and responding to their various requests, as well as those of members and trustees.
Support the team in carrying out a variety of special projects.
Suggest ways of improving our processes.
Core Qualifications
Minimum 4 years' relevant experience
Bachelor's degree in mathematics, finance, administration, actuarial science or other relevant training
Exceptional team spirit
Incisive analytical thinking and attention to detail
Well-organized and resourceful
Good communication and collaborative skills
Highly developed customer service skills
Excellent spoken and written French; bilingualism an asset
Proficiency with Microsoft Excel
A bit about us
We're a people-focused, customer-first, purpose-driven team who works together every day to innovate and do good. We improve lives through our technology solutions and foster a culture of innovation that empowers team members to solve complex problems and create remarkable human outcomes in a digital world.
TELUS is proud to foster an inclusive culture that embraces diversity. We are committed to fair employment practices and all qualified applicants will receive consideration for employment. We offer accommodation for applicants with disabilities, as required, during the recruitment process.
Disclaimer: In accordance with the TELUS Health Solutions Data Center Security Policy, as a condition of employment, all team members whose job functions require they work at a Data Center and/or have access to detailed knowledge of technology related to client service delivery, are subject to a Personnel Security Screening conducted through the Government of Canada.
Note for Quebec candidates: if knowledge of English is required for this position, it is because the team member will be asked, on a regular basis, to interact in English with external or internal parties or to use English applications or software as part of their tasks.
By applying to this role, you understand and agree that your information will be shared with the TELUS Group of Companies' Talent Acquisition team(s) and/or any leader(s) who will be part of the selection process.
About Lifeworks Services
Sourced by ZipRecruiter
Industry
Individual, family and community social assistance
Company size
51 - 200 Employees
Headquarters location
Eagan, MN, US
Year founded
1965