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

The Service Associate will play a crucial role in facilitating account management and ... client's services. * Post-secondary education. * Ability to meet deadlines and work efficiently ...

We service Orbis' global client base and have team members in Canada and the United Kingdom. The team is empowered - and expected - to have a direct impact on our global institutional client efforts ...

As a Food Services Associate / Cook , reporting to the Chef Manager, you will perform a variety of ... Remain an ambassador of goodwill, ethics, and great client relations at all times on behalf of Dana ...

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Client Services Associate information

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 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.

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 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 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 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:

Infographic showing various Client Services Associate job openings in Burnaby, BC as of August 2026, with employment types broken down into 100% Full Time. Highlights an 66% In-person, and 34% Remote job distribution.

Financial Services Associate - Surrey Honda

OpenRoad Auto Group

Surrey, BC โ€ข On-site

CA$60K/yr

Other

Medical, Dental

Re-posted 3 days ago


Key responsibilities

  • Complete all documentation for sold vehicles and finalize all sold vehicle documentation.

  • Coordinate vehicle preparation, including accessories, chemical packages, and clean-up, and schedule vehicle deliveries.

  • Provide excellent customer service and respond to guest and client inquiries in person and on the telephone.


Job description

DRIVING POSSIBILITIES.


Position: Financial Services Associate

Status: Sales-Full-Time


Dealership: Surrey Honda

Department: Sales

Compensation: $60,000 - fully commission based


We are proud of our forward-thinking culture developed over 40 years of continuous improvement initiatives. OpenRoad is one of the largest and fastest-growing automotive retail groups in the country (representing 23 brands across 44 locations) with a shared vision to become the national automotive leader in customer experience. As one of “Canada’s Best Employers” and “Best Managed Companies”, we are looking for team players who are excited to continually learn, work hard, and take ownership of their role.


Our size doesn't define us, our people do. No one is just a number here, everyone matters, and our culture is the foundation of our success.


If you love the idea of joining an organization with unlimited possibilities to accelerate your career, then apply to OpenRoad and grow with us today!


A Career at OpenRoad Means You’ll Enjoy:

    • Opportunity to work with a variety of OEM Brands including Acura, Audi, BMW, Buick, Cadillac, Chevrolet, Chrysler, Dodge, GMC, Honda, Jaguar, Jeep, Land Rover, Lexus, Mazda, Mercedes-Benz, MINI, Porsche, Ram, Rolls-Royce, Subaru, Toyota, Volkswagen
    • Exclusive perks and benefits, including a Discounted Vehicle Purchasing Program, RRSP matching, and referral bonuses
    • Comprehensive extended health and dental plan (applicable for full-time positions only)
    • Strong focus on training, development, and internal promotion opportunities
    • Be part of collaborative, friendly, and progressive work culture with an emphasis on transparency, innovation, relationship, and empowerment
    • Be part of a culture that celebrates you through employee recognition programs and engagement events
     


ROLE & RESPONSIBILITIES:                                          

  • Completing all documentations for sold vehicles in the dealership.
  • Maintaining and completing internal and supplier reports.
  • Coordinating sold vehicle preparation including accessories, chemical packages, and deliver clean ups.
  • Ensuring vehicle deliveries are scheduled in a prompt and timely manner.
  • Provide excellent customer service to all guests.
  • Responding to guest and client inquiries in person and on the telephone.
  • Finalizing all sold vehicle documentation.
  • Must follow Company safety policies and practices, and immediately, report any and all accidents to General Manager.
  • This position will be expected to perform other duties as assigned by management.
  • OpenRoad reserves the right to modify this job description as business needs require.


KNOWLEDGE, SKILLS, AND ABILITIES REQUIRED:

  • Well organized and possess strong time management skills.
  • Ability to work cooperatively with all levels of the organization.
  • Excellent communication and interpersonal skills, and to be able to build relationships.
  • Highly self-motivated and have the ability to learn quickly and be open to challenges.
  • Strong financial skills and business networks.
  • Ability to communicate with others and to assimilate and understand information, in a manner consistent with the essential job functions.
  • Ability to make sound decisions in a manner consistent with the essential job functions.


Internal Candidates:
To be considered, please complete and submit the Internal Endorsement Form available on SharePoint. Please ensure all required information is provided, as incomplete submissions may delay the application process. [Link]


We are an equal opportunity employer that values diversity, inclusion, and respect in the workplace. We are committed to creating opportunities for our associates to learn, advance their careers, and reach their full potential.


Grow Your Career at OpenRoad!


We thank all applicants for their interest; however, only those selected for an interview will be contacted.