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Client Services Associate Jobs in Burnaby, BC (NOW HIRING)

Royal Bank of Canada

Private Client Associate

Vancouver, BC · On-site

CA$41K - CA$60K/yr

... Services team which includes highly accredited lawyers, accountants, and financial planning ... Identify, investigate, and resolve all client inquiries, administrative errors, etc. * Be a key ...

CIBC

Client Associate (IR Licensed) CIBC Wood Gundy

Surrey, BC · On-site

CA$50K - CA$59K/yr

  • Retirement

To learn more about CIBC, please visit CIBC.com What you'll be doing As a Client Associate, you ... Financial Services and/or Brokerage industry experience and working knowledge of various quotation ...

Fidelity International

Wealth Associate

Vancouver, BC · Hybrid

What We Do The Wealth Associate is responsible for advisor support, client on-boarding, sales ... Exceptional writing, interpersonal and client service skills * Detail-oriented with superior ...

National Bank

Associate (On-Site)

Surrey, BC

  • Medical

  • Retirement

Surrey A career as an Associate in the Wealth Management team at National Bank Financial offers the ... Track deliverables such as financial plans, client reviews, and other service commitments

NATIONAL BANK OF CANADA

Associate (On-Site)

Surrey, BC · On-site

  • Medical

  • Retirement

Surrey A career as an Associate in the Wealth Management team at National Bank Financial offers the ... Track deliverables such as financial plans, client reviews, and other service commitments

Royal Bank of Canada

Associate

Surrey, BC · On-site

CA$37K - CA$45K/yr

... 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 ...

CIBC

Director, Client Onboarding & Service

Vancouver, BC · Hybrid

  • Retirement

To learn more about CIBC, please visit CIBC.com What You'll Be Doing The Director, Client Onboarding & Service will report to the National Associate Vice President of the Client Onboarding & Service ...

BMO Capital Markets

Client Service Associate

Vancouver, BC · On-site

  • Medical

  • Life

  • Retirement

Advanced knowledge of proprietary products and services in order to identify potential products and services to client needs and advising IA(s). * Knowledge of compliance practices and regulations.

BMO Capital Markets

Client Service Associate

Vancouver, BC · On-site

  • Medical

  • Life

  • Retirement

Advanced knowledge of proprietary products and services in order to identify potential products and services to client needs and advising IA(s). * Knowledge of compliance practices and regulations.

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All JobsClient Services Associate JobsClient Services Associate Jobs in Burnaby, BC

Client Services Associate information

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 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 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 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 Burnaby, BC?

The most popular types of Client Services jobs in Burnaby, BC are:

What job categories do people searching Client Services Associate jobs in Burnaby, BC look for?

The top searched job categories for Client Services Associate jobs in Burnaby, BC are:

What cities near Burnaby, BC are hiring for Client Services Associate jobs?

Cities near Burnaby, BC with the most Client Services Associate job openings:

Client Services Associate jobs near you
Infographic showing various Client Services Associate job openings in Burnaby, BC as of August 2026, with employment types broken down into 1% As Needed, 82% Full Time, 13% Part Time, 1% Temporary, and 3% Contract. Highlights an 84% Physical, 2% Hybrid, and 14% Remote job distribution.

Work From Home - Client Services Associate

Global Elite Empire Consultants

Vancouver, BC • Remote

Full-time

Re-posted 21 days ago

Job description

Join a fast-growing, tech-driven organization looking for innovative individuals to help take the team to the next level.
 
Typical day-to-day tasks include:
Conducting virtual consultations with clients.
Assessing clients' needs and imparting knowledge on solutions.
Cultivating lasting client relationships through consistent, periodic check-ins.
Completing related administrative tasks (like note taking, appointment setting, etc.) as needed.
 
Incentives include but not limited to:
No cold calling
Qualified lead program
Advancement based on performance
Weekly pay
Renewals
Mentorship and complete training
Industry leading tools and technology access
Work from home (web conference-based presentations)
 
Looking for candidates who hold the below characteristics:
Passionate. Competitive. Motivated. Dependable. Hardworking. Adaptable. Flexible. Coachable.
 
If you are a hard-working, motivated team player, this may be an opportunity for you!
 
*All interviews will be conducted via Zoom video conferencing
(Global Elite Empire Consultants is a third-party recruiter, not an insurance agency)
We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.
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