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Client Services Associate Jobs in Calgary, AB (NOW HIRING)

Td

FP Client Service Associate

Calgary, AB · Remote

CA$52K - CA$74K/yr

The Client Service Associate (CSA) provides a high level of dedicated sales and service support to TD Wealth Financial Planners by providing them with assistance in the three main CSA activities ...

Td

PIA Client Service Associate

Calgary, AB · On-site

CA$43K - CA$56K/yr

If so, then get onboard for the position of PIA Client Service Associate . In this role, you will ... services, andidentifyreferral opportunities * Accept/create leads and ensure correct referral ...

Gallagher

Client Solutions Associate

Calgary, AB · Hybrid

Overview We're looking for a Client Solutions Associate to join our Western Excellence Service Center Team! As the Client Solutions Associate, you will provide administrative and technical service ...

Smith + Andersen

Associate - Electrical

Calgary, AB · Hybrid

Canada's Best Workplaces™ for Professional Services What You'll Do * Prepare, or assist Principal ... Actively seeks opportunities to increase client satisfaction and deepen client relationships.

Myo

Part-Time Front Desk Associate - 17th Ave

Calgary, AB · On-site

CA$17 - CA$19/hr

Maintain clean, consistent client notes for seamless service to each client * Consistently monitor ... As a Front Desk Associate, you'll be the face of our clinics-creating a welcoming atmosphere ...

National Bank

Wealth Associate

Calgary, AB · On-site

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 ...

National Bank

Wealth Associate

Calgary, AB · On-site

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 ...

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Client Services Associate information

See Calgary, AB salary details

$24K

$44.6K

$68K

How much do client services associate jobs pay per year?

As of Aug 27, 2026, the average yearly pay for client services associate in Calgary, AB 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 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.

More about Client Services Associate jobs

What are the most commonly searched types of Client Services jobs in Calgary, AB?

The most popular types of Client Services jobs in Calgary, AB are:

What are popular job titles related to Client Services Associate jobs in Calgary, AB?

For Client Services Associate jobs in Calgary, AB, the most frequently searched job titles are:

What job categories do people searching Client Services Associate jobs in Calgary, AB look for?

The top searched job categories for Client Services Associate jobs in Calgary, AB are:

What cities near Calgary, AB are hiring for Client Services Associate jobs?

Cities near Calgary, AB with the most Client Services Associate job openings:

Client Services Associate jobs near you
Infographic showing various Client Services Associate job openings in Calgary, AB as of August 2026, with employment types broken down into 1% As Needed, 81% Full Time, 15% Part Time, and 3% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $44,634 per year, or $21.5 per hour.

FP Client Service Associate

Calgary, AB • Remote

Td
See more jobs at Tdexternal

CA$52K - CA$74K/yr

Full-time

Posted 14 days ago

Job description

Work Location:

Calgary, Alberta, Canada

Hours:

37.5

Line of Business:

TD Wealth

Pay Details:

$52,700 - $74,400 CAD

TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs.

As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.

Job Description:

The Client Service Associate (CSA) provides a high level of dedicated sales and service support to TD Wealth Financial Planners by providing them with assistance in the three main CSA activities: progress review, client contact and business building. The CSA aims to provide a legendary experience at every client interaction. The CSA has a significant impact on the net asset growth, revenue, LEI and efficiency of the Financial Planners' book of business.

In this role, you will provide a high level of dedicated sales and service support to TD Wealth Financial Planners (FP) in progress reviewing, client contacting and business building. Furthermore, you will:

  • Respond to client and FP inquiries providing options and solutions, while following policies and processes on time

  • Conduct transactions and activities that require expert knowledge across a broad range or variety of products, processes or systems and could be categorized as moderate to high risk

  • Assist in the timely and accurate completion of new account openings, account and cash transfers, iforms and other administrative documents and transactional requests for planners and clients as well as advising them when required

  • Provide the FPs with sales support by identifying net asset growth and revenue opportunities and contacting prospective clients

  • Gather and analyze data to identify and solve complex problems, escalate as required

  • Build a positive experience at every interaction and look for ways to continually improve sales and service

  • Participate fully as a member of the team, support a positive and service-oriented work environment

Job Requirements:

  • University / college diploma and/or minimum 2 years of industry experience

  • Completion of Conduct and Practices Handbook (CPH) course and Canadian Securities Course (CSC) is a strong asset

  • Advanced knowledge of business, operations and regulatory environment

  • Specialized expertise in performing diverse tasks that are highly complex, involving multiple steps, systems and jurisdictions

  • Strong communication skills with ability to work collaboratively and independently, provide assistance and build relationships

Who We Are:

TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we strive to make every interaction, product, and experience remarkably human and refreshingly simple for over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to foster deeper relationships, ensure disciplined execution, and build a simpler, faster banking experience. TD is deeply committed to being a leader in client experience, that is why we believe that all colleagues, no matter where they work, are client facing. Together, we are reimagining what banking can be for our clients, colleagues and communities.

Our Total Rewards Package
Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical, and mental well-being goals. Total Rewards at TD includes a base salary, variable compensation, and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off, banking benefits and discounts, career development, and reward and recognition programs. Learn more

Additional Information:
We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home.

Please be advised that this job opportunity is subject to provincial regulation for employment purposes. It is imperative to acknowledge that each province or territory within the jurisdiction of Canada may have its own set of regulations, requirements.


Colleague Development

If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities.

If you're passionate about helping clients and building deep, lasting relationships, TD offers diverse career paths where you can grow your expertise and make a meaningful impact.

We're committed to your success and foster a respectful workplace where diverse perspectives are valued, everyone has fair opportunities to grow, and you can unlock your full potential to achieve your career goals. Here at TD, we hire and develop the best.

Training & Onboarding
We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role.

Interview Process
We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call.


Accommodation
Your accessibility is important to us. Please let us know if you'd like accommodations (including accessible meeting rooms, captioning for virtual interviews, etc.) to help us remove barriers so that you can participate throughout the interview process.
We look forward to hearing from you!

Language Requirement (Quebec only):

Sans Objet

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