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Client Services Associate Jobs in Hamilton, ON (NOW HIRING)

PIA Client Service Associate

Mississauga, ON ยท 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, and identify referral opportunities * Accept/create leads and ensure correct referral ...

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Client Services Team Lead

Burlington, ON ยท On-site

CA$55K - CA$70K/yr

The Client Services Team Lead will oversee a team of 10 - 15 Client Services Associates and provide coaching on ticket-based calls, emails and chats, ensuring quality interactions with Worksite ...

Associate

Hamilton, ON ยท On-site

CA$37K - CA$50K/yr

Tap into your superior problem resolution skills to provide proactive client service. * Effectively manage incoming communications from clients, Advisors and other internal and external partners. Job ...

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.

PIA Client Service Associate

Ottawa, ON ยท 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, and identify referral opportunities * Accept/create leads and ensure correct referral ...

PIA Client Service Associate

Brampton, ON ยท 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, and identify referral opportunities * Accept/create leads and ensure correct referral ...

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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 Hamilton, ON?

The most popular types of Client Services jobs in Hamilton, ON are:

What cities near Hamilton, ON are hiring for Client Services Associate jobs?

Cities near Hamilton, ON with the most Client Services Associate job openings:

Infographic showing various Client Services Associate job openings in Hamilton, ON as of August 2026, with employment types broken down into 100% Full Time. Highlights an 67% In-person, and 33% Remote job distribution.

Client Services Team Lead

Worksite Safety Compliance Centre

Burlington, ON โ€ข On-site

CA$55K - CA$70K/yr

Full-time

Medical, PTO

Re-posted 19 days ago


Job description

Position: Client Services Team Lead

Employment: Full-time (40 Hours/Week)

Location: Burlington, ON - In Office
Salary: $55,000 - 70,000/year

We're looking for an enthusiastic Client Services Team Lead who is passionate about amazing customer service and building a great team environment.If you love helping people both enjoy their work lives and be successful in their roles, then this role is for you!


The Client Services Team Lead will oversee a team of 10 - 15 Client Services Associates and provide coaching on ticket-based calls, emails and chats, ensuring quality interactions with Worksite's national client base of employers, employees and job seekers. You will be responsible for overseeing the day to day activities of team and overall function of the Client Services role. This will include: team training and coaching through ticket review and call listening, representing the needs of the team in management meetings, involvement in recruiting, hiring and onboarding of new team members, and providing ongoing feedback on their performance based on established KPIs.

Through a deep understanding and knowledge of our health and safety products and services, as well as a genuine love of helping people, you will motivate and support the Client Services team to ensure that the customer's journey, as well as the Client Services Associate's work experience, is a fantastic one!


Based out of theBurlington, ON head office, this full-time role works in-office Monday to Friday, with a minimum of one 11-7 shift per week, and the occasional need to work Saturday or Sunday.


As a Client Services Team Lead you can expect to:

  • Monitor customer interactions through chat, phone and email and provide coaching to the client services team on the quality of their support to clients
  • Assign responsibilities to the team and assign work as needed
  • Recruit and onboard new team members
  • Ensure appropriate shift coverage and schedule the team for shifts throughout the week/weekend
  • Collaborate with other Worksite departments to share client feedback for improved client experience
  • Manage the digital knowledge base
  • Identify any gaps in knowledge and provide continued training to the Client Services team
  • Review customer-team interactions and ensure the team has the skills and guidance needed for success
  • Assist with ticket support when required, by taking calls, chats and emails during high-volume and peak times
  • Identify areas to improve customer experience based on customer feedback and your own observations


About You


You'll be a perfect fit for this energetic team if you:

  • Enjoy working in an office and leading a team, giving feedback and working towards shared goals
  • Love talking with customers and colleagues alike, learning what they need and helping them find a solution
  • Think outside the box when it comes to solutions that are surprisingly helpful to ensure our clients, and the team are happy
  • Believe that change is a good thing, and are optimistic about the unexpected and unplanned
  • Navigate the internet and apps at lightning speed, but you are genuinely patient and understand that not everyone has the great technical skills that you have.


You'll need to bring:

  • Experience having direct reports and playing an active role in bringing about individual, team and company success
  • Experience in a relationship-centric communications-based role such as customer service or technical support
  • Experience in performance management including reviews, constructive feedback and succession planning
  • An Agile mindset as we continue to grow and expand our services to support our dynamic client base
  • Experience with a CRM and/or client support system (Zendesk preferred)
  • Strong verbal and written communication skills
  • Able to legally work in Canada
  • Valid Ontario driver's licence
  • Experience working in health and safety is a definite bonus!


Why a career at Worksite is for you:

  • Competitive salary rate
  • Three weeks' paid vacation
  • Health benefits package (fully funded by Worksite), including Wellness and Health Spending allowances
  • Collaborative and exciting work environment
  • Ongoing opportunities for learning
  • Working on an awesome team with a great company culture!


For a little more about us, please check out:https://www.youtube.com/watch?v=4FpJSm9We4o


If this role is the right fit for you, please submit your resume and cover letter. We thank all those that apply, however, only those selected for further consideration will be contacted.


About Worksite

Worksite is one of Canada's leading providers of occupational health and safety services, and was listed on the Growth 500 as one of Canada's Fastest Growing Companies for the third consecutive year in 2020 by Canadian Business and Maclean's.


We help workers stay safe, and we help employers make it happen. We believe that work life should be enjoyable, and that creating a safe workplace should be enjoyable too. We do that through providing our clients with excellence in advice and service, as well as delivering high-quality online, instructor led training, and safety products.


Worksite is committed to providing a diverse and inclusive workplace. We encourage applications from all qualified candidates, including those with disabilities, and will make all reasonable accommodations needed to ensure fairness in the recruitment, assessment and selection process.


Worksite Values

Building Together- We work collaboratively because we know that everyone has great ideas and unique perspectives build a better result. We are stronger when we are all-in as one team.

Growing Through Experimentation- We relentlessly pursue our vision by improving and expanding what we do, experimenting with new ideas, and valuing tests over assumptions.

Being Surprisingly Helpful- We look for ways to surprise and delight by going above and beyond to help others, even when we don't stand to gain anything from it.

Enjoying our Work Life- Because our lives are better when we enjoy our work, we build genuine, positive, and supportive relationships with each other and inject a little fun wherever we can.