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

RSM

Senior Associate - Indirect Tax

Calgary, AB

As a Senior Associate within the RSM Canada Indirect Tax practice you will be responsible for the ... Provide excellent client service to our clients and the RSM tax team through responsive and ...

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 ...

National Bank

Wealth Associate

Calgary, AB

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 · Hybrid

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 · Hybrid

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 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 ...

National Bank

Wealth Associate

Calgary, AB

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 ...

National Bank

Wealth Associate

Calgary, AB · 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 ...

HUB

Private Client Account Manager

Calgary, AB · On-site

... client service, and fostering a culture of accountability, integrity, respect and teamwork while ... The Account Manager will function as a mentor to Associate Account Manager(s), and support Account ...

Morgan Stanley

Quality Assurance Associate

Calgary, AB · On-site

Minimum 1 year in a Client Services or similar role in Equity Compensation * Strong familiarity with Morgan Stanley's ways of working and communication channels * Written and oral fluency in English ...

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All JobsClient Services Associate JobsClient Services Associate Jobs in Calgary, AB

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 Jul 14, 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 does a client service associate do?

A client service associate is responsible for assisting clients by addressing inquiries, resolving issues, and providing information about products or services. They often handle communication via phone, email, or in person, and use customer relationship management (CRM) tools to track interactions and ensure client satisfaction.

What are the key skills and qualifications needed to thrive as a Client Services Associate, and why are they important?

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 jobs pay 4000 a week without a degree?

A Client Services Associate typically earns less than $4,000 weekly, but high-paying roles without a degree include sales managers, real estate brokers, and certain skilled trades like electricians or commercial pilots, which often require experience, licensing, or certifications. These roles may involve commission, bonuses, or overtime to reach that income level.

Is a CSA job stressful?

A Client Services Associate (CSA) role can be stressful due to handling customer inquiries, resolving issues, and meeting service standards. The level of stress often depends on the workload, company environment, and communication skills required, but many CSAs develop stress management skills over time.

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 customer service associate do?

A customer service associate, often called a client services associate, handles customer inquiries, resolves issues, and provides information about products or services. They communicate via phone, email, or chat, use customer management software, and aim to ensure customer satisfaction and retention.

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 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 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

Analyst, Client Experience - Calgary, Alberta

IX Solutions Ltd.

Calgary, AB • Remote

CA$50K - CA$80K/yr

Full-time

Re-posted 3 days ago

Job description

Job Title:             Analyst, Client Experience
Job Location:     Hybrid: Onsite with clients and remote, work from home in Calgary, AlbertaCompany ProfileIX Solutions is a trusted IT partner, connecting people with technology tailored to meet their business needs. We help our clients effectively leverage modern technology and embrace digital transformation to achieve their critical business outcomes.
Ultimately, we’re here to inspire innovation — for our customers and our people. For us, that means inviting ambitious individuals to the table — those who are primed to push the envelope — and fostering an imaginative environment for them to thrive. Why? Because we believe when you bring visionaries together with a genuine drive to do better and give them transformative technology as the toolkit, the possibilities and potential for your business become boundless.Position SummaryThis role is ideal for an individual passionate about leveraging technology to drive customer success within a collaborative, customer-centric culture at IX Solutions. The Analyst, Client Experience will deliver exceptional service to clients, both proactive and reactive support, ensuring a positive client experience and fostering strong client relationships. This role involves remote and onsite IT support and technical implementations.
The Analyst, Client Experience collaborates with client stakeholders, other technical consultants, vendors, Client Leads and Account Executives to deliver proposed technical solutions and services that accurately address and align with the client’s business requirements.
The position reports to the Manager, Client Experience. The position works 40 hours per week, with business hours being 8:00am to 5:00pm PT/MT, Monday to Friday. There is a requirement for significant onsite work at client sites and after-hours work including a scheduled afterhours support rotation, time sensitive client requests, and project work. Balancing multiple priorities with deadlines is a requirement.
IX Solutions is committed to helping employees grow and develop within the organization, so the responsibilities below may be adjusted periodically to align with employee goals or aptitudes while supporting overall business objectives.Is This Position A Fit For You?This position is a fit for you if you
  • Possess generalist skills with expertise in Microsoft 365 and Azure
  • Are looking for mentorship and opportunity to grow. This is the place for you.
  • Excel in translating business requirements into technical needs
  • Thrive on building and maintaining client partnerships
  • Are committed to client success
What You’ll Do Here
  • Provide top-level IT support and technical delivery services across diverse client environments
  • Grow and nurture strong client relationships
  • Configure and maintain Microsoft 365 productivity and security solutions
  • Manage technology solutions on Microsoft Azure cloud services
  • Support Microsoft Windows Server environments
  • Participate in an afterhours support rotation
  • Develop and maintain documentation related to technical practices and client support processes
  • Perform escalations with consistent ownership through to issue resolution
  • Learn new tools, methods, and technologies relevant to our clients needs
Qualifications/Expertise
  • Minimum 2 years of IT Consulting experience (or customer service centric experience, even if not IT related)
  • Experience with Microsoft 365 Suite (especially Entra, Intune, Defender, SharePoint) is an asset
  • Experience with deployment, management, and maintenance of Microsoft Server environments
  • Experience with deployment, management, and maintenance of Active Directory environments
  • Experience with deployment, management, and maintenance of server, storage and virtualization infrastructure solutions
  • Working knowledge of basic networking concepts and ability to troubleshoot networking issues
  • Continuing education and training a must
Certifications (achieved or willing to work towards)
  • Microsoft 365 Fundamentals (MS-900)
  • Microsoft Azure Fundamentals (AZ-900)
  • Microsoft Security Fundamentals (SC-900)
  • Microsoft 365 Certified: Endpoint Administrator Associate (MD-102)
Accountabilities, Tasks and DutiesClient Relationships
  • Understand and interpret customer needs to provide excellent service levels
  • Develop strong and lasting customer relationships with key clients
  • Communicate professionally with clients, showing attention to detail and care in outputs
  • Set realistic expectations, communicate risk, and manage uncertainty
Delivery & Execution
  • Utilize IX Solutions' ticketing systems, reporting tools, and documentation repositories
  • Triage support requests in a queue, prioritizing and identifying risk appropriately
  • Provide hands-on-site support for clients and colleagues when required
Technical Expertise & Growth
  • Solid foundational knowledge in relevant technologies & subject areas
  • Show curiosity and willingness to learn new tools & methods
  • Seek feedback, reflect on performance, and apply learnings appropriately
  • Pass certification exams and complete training as appropriate to demonstrate skillset to clients and foster strong vendor relationships
Team
  • Communicate in an open, helpful manner and build relationships across the organization
  • Ability to work with a range of technical staff and cross-functional teams to develop joint solutions
  • Foster a collaborative work environment and culture
  • Challenge the status quo
  • Take personal accountability and provide end to end ownership of a solution or obstacle
  • Be willing to put in the effort when it really counts
  • Create accurate and effective documentation and develop standards
  • Engage with team and demonstrate commitment to alignment with the organizational mission and corporate values
  • Other duties as required, such as the timely completion of expense reports and timesheets
  • Ability to travel occasionally for business purposes
Requirements
  • Must be legally permitted to work in Canada
  • Hold a valid Driver’s License and vehicle
  • Proficient English (written/verbal) communication in a business setting
CompensationThe position is a full time, salaried position. Compensation is expected to be between $50,000 - $80,000 commensurate with skills, experience, and abilities.

IX Solutions is pleased to offer remote work opportunities for our employees, however we do require employees to reside in Alberta or British Columbia, Canada.

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