Wealth Associate
Edmonton, AB ยท 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 ...
Edmonton, AB ยท 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 ...
Edmonton, AB ยท 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 ...
Edmonton, AB ยท 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 ...
Edmonton, AB ยท 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 ...
... 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 ...
... 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 ...
... 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 ...
... 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 ...
... Client. * Full-Time Permanent position working out of our Edmonton location. What You'll Do ... Service: We serve clients, communities, and colleagues. Ready to join HUB and build a career in a ...
... Client. * Full-Time Permanent position working out of our Edmonton location. What You'll Do ... Service: We serve clients, communities, and colleagues. Ready to join HUB and build a career in a ...
Edmonton, AB ยท Hybrid
Working closely with Client Relationship Managers, the Credit Solutions Associate (CSA) isresponsible for providing the following services to a portfolio of existing and prospectiveclients: Credit ...
Edmonton, AB ยท Hybrid
Working closely with Client Relationship Managers, the Credit Solutions Associate (CSA) isresponsible for providing the following services to a portfolio of existing and prospectiveclients: Credit ...
Edmonton, AB ยท On-site
CA$64K - CA$103K/yr
Responsible for client work being performed on time and within appropriate scope of services and ... The salary range (or starting rate for interns and associates) for this role represents numerous ...
Edmonton, AB ยท On-site
CA$64K - CA$103K/yr
Responsible for client work being performed on time and within appropriate scope of services and ... The salary range (or starting rate for interns and associates) for this role represents numerous ...
... Client. * Full-Time opportunity at our Edmonton Branch Duties include but are not limited ... Service: We serve clients, communities, and colleagues Ready to join HUB and build a career in a ...
... Client. * Full-Time opportunity at our Edmonton Branch Duties include but are not limited ... Service: We serve clients, communities, and colleagues Ready to join HUB and build a career in a ...
Acheson, AB ยท On-site
Freight Sales Associate Location: Acheson, AB (Hybrid/Remote) Industry: Over-Dimensional & Heavy ... Build and maintain lasting client relationships through exceptional service and tailored solutions.
Quick apply
Acheson, AB ยท On-site
Freight Sales Associate Location: Acheson, AB (Hybrid/Remote) Industry: Over-Dimensional & Heavy ... Build and maintain lasting client relationships through exceptional service and tailored solutions.
Acheson, AB ยท On-site
Freight Sales Associate Location: Acheson, AB (Hybrid/Remote) Industry: Over-Dimensional & Heavy ... Build and maintain lasting client relationships through exceptional service and tailored solutions.
Quick apply
Acheson, AB ยท On-site
Freight Sales Associate Location: Acheson, AB (Hybrid/Remote) Industry: Over-Dimensional & Heavy ... Build and maintain lasting client relationships through exceptional service and tailored solutions.
CA$17.15 - CA$17.85/hr
SALES SUPPORT SUPERVISOR As a member of customer service team at Spence, you embody our culture and ... Ability build rapport with clients and identify client needs through our Spence selling system.
CA$17.15 - CA$17.85/hr
SALES SUPPORT SUPERVISOR As a member of customer service team at Spence, you embody our culture and ... Ability build rapport with clients and identify client needs through our Spence selling system.
Edmonton, AB ยท On-site
CA$17.15 - CA$17.85/hr
SALES SUPPORT SUPERVISOR As a member of customer service team at Spence, you embody our culture and ... Ability build rapport with clients and identify client needs through our Spence selling system.
Quick apply
Edmonton, AB ยท On-site
CA$17.15 - CA$17.85/hr
SALES SUPPORT SUPERVISOR As a member of customer service team at Spence, you embody our culture and ... Ability build rapport with clients and identify client needs through our Spence selling system.
Sales Associate (St. Albert Honda) St. Albert Honda is growing, and we are hiring Sales Associates ... Client Advisor * Real Estate Sales Professional * Financial Services Sales Representative * High ...
Sales Associate (St. Albert Honda) St. Albert Honda is growing, and we are hiring Sales Associates ... Client Advisor * Real Estate Sales Professional * Financial Services Sales Representative * High ...
Sales Associate (St. Albert Honda) St. Albert Honda is growing, and we are hiring Sales Associates ... Client Advisor * Real Estate Sales Professional * Financial Services Sales Representative * High ...
Sales Associate (St. Albert Honda) St. Albert Honda is growing, and we are hiring Sales Associates ... Client Advisor * Real Estate Sales Professional * Financial Services Sales Representative * High ...
Sales Associate (St. Albert Honda) St. Albert Honda is growing, and we are hiring Sales Associates ... Client Advisor * Real Estate Sales Professional * Financial Services Sales Representative * High ...
Sales Associate (St. Albert Honda) St. Albert Honda is growing, and we are hiring Sales Associates ... Client Advisor * Real Estate Sales Professional * Financial Services Sales Representative * High ...
The senior associate will also work on special projects related to the Business Partner's learning ... Client service and issue resolution * Compiling and reviewing data to recommend business decisions ...
The senior associate will also work on special projects related to the Business Partner's learning ... Client service and issue resolution * Compiling and reviewing data to recommend business decisions ...
THE TEAM The mission of the Retail team is to deliver world-class client experiences. THE ... Support the Service Counter team to enable efficient and elevated experiences * Support the Atelier ...
THE TEAM The mission of the Retail team is to deliver world-class client experiences. THE ... Support the Service Counter team to enable efficient and elevated experiences * Support the Atelier ...
... Service and Cashier, as needed Operations Associate Qualifications 1+ years prior work experience in a client-centric, sales & operational environment Passion for customer service and delivering ...
... Service and Cashier, as needed Operations Associate Qualifications 1+ years prior work experience in a client-centric, sales & operational environment Passion for customer service and delivering ...
THE ROLE As a Sales Associate, you provide retail services to a unique client base - members of the Canadian Armed Forces (CAF), and in assisting them, you are helping your community. You may provide ...
New
THE ROLE As a Sales Associate, you provide retail services to a unique client base - members of the Canadian Armed Forces (CAF), and in assisting them, you are helping your community. You may provide ...
New
THE ROLE As a Sales Associate, you provide retail services to a unique client base - members of the Canadian Armed Forces (CAF), and in assisting them, you are helping your community. You may provide ...
New
THE ROLE As a Sales Associate, you provide retail services to a unique client base - members of the Canadian Armed Forces (CAF), and in assisting them, you are helping your community. You may provide ...
New
$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
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.
| 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.

Full-time
Medical, Retirement
Re-posted 3 days ago
A career as a Wealth Associate at National Bank is a job where you can showcase your ability to work in synergy with clients and colleagues. In this role, you will help wealth advisors to stand out by offering exceptional customer service that will have a positive, long-term impact on our clients.
Your job:
Your team:
National Bank Financial - Wealth Management is the fifth largest investment brokerage firm in Canada. We have close to 1,000 investment advisors who manage the assets of more than 400,000 clients in about 100 branches. Reporting to the regional manager, you will team up with a wealth advisor to offer an exceptional client experience. Collaboration and partnership will be key to your success.
Prerequisites:
#INDGP