Cultivating lasting client relationships through consistent, periodic check-ins. Completing related administrative tasks (like note taking, appointment setting, etc.) as needed. Incentives include ...
Cultivating lasting client relationships through consistent, periodic check-ins. Completing related administrative tasks (like note taking, appointment setting, etc.) as needed. Incentives include ...
Cultivating lasting client relationships through consistent, periodic check-ins. Completing related administrative tasks (like note taking, appointment setting, etc.) as needed. Incentives include ...
Cultivating lasting client relationships through consistent, periodic check-ins. Completing related administrative tasks (like note taking, appointment setting, etc.) as needed. Incentives include ...
Cultivating lasting client relationships through consistent, periodic check-ins. Completing related administrative tasks (like note taking, appointment setting, etc.) as needed. Incentives include ...
Cultivating lasting client relationships through consistent, periodic check-ins. Completing related administrative tasks (like note taking, appointment setting, etc.) as needed. Incentives include ...
Cultivating lasting client relationships through consistent, periodic check-ins. Completing related administrative tasks (like note taking, appointment setting, etc.) as needed. Incentives include ...
Cultivating lasting client relationships through consistent, periodic check-ins. Completing related administrative tasks (like note taking, appointment setting, etc.) as needed. Incentives include ...
Cultivating lasting client relationships through consistent, periodic check-ins. Completing related administrative tasks (like note taking, appointment setting, etc.) as needed. Incentives include ...
Cultivating lasting client relationships through consistent, periodic check-ins. Completing related administrative tasks (like note taking, appointment setting, etc.) as needed. Incentives include ...
Client Services Team Lead
Burlington, ON · 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 ...
Quick apply
Client Services Team Lead
Burlington, ON · 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
CA$75K - CA$100K/yr
Partner with the Client Experience Associate to execute, manage, and audit your Investment Advisor's contact service plan ACCOUNT OPENING * Execute a world class account opening and onboarding ...
Associate
CA$75K - CA$100K/yr
Partner with the Client Experience Associate to execute, manage, and audit your Investment Advisor's contact service plan ACCOUNT OPENING * Execute a world class account opening and onboarding ...
Client Service Associate
Mississauga, ON · On-site
CA$52K - CA$78K/yr
What it's like to be a Federated Client Service Associate Supporting one of our Commercial Insurance Specialist (CIS) we're looking for an exceptional Client Service Associate to provide excellent ...
Client Service Associate
Mississauga, ON · On-site
CA$52K - CA$78K/yr
What it's like to be a Federated Client Service Associate Supporting one of our Commercial Insurance Specialist (CIS) we're looking for an exceptional Client Service Associate to provide excellent ...
Associate
Burlington, ON · On-site
CA$37K - CA$50K/yr
The RBC Dominion Securities Burlington branch is currently seeking an Associate to join an advisory ... client inquiries. What will you do? - Responsible for the professional servicing of incoming ...
Associate
Burlington, ON · On-site
CA$37K - CA$50K/yr
The RBC Dominion Securities Burlington branch is currently seeking an Associate to join an advisory ... client inquiries. What will you do? - Responsible for the professional servicing of incoming ...
PIA Client Service Associate
Kitchener, ON · 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
Kitchener, ON · 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
Ottawa, ON · 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
Ottawa, ON · 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 ...
The Client Service Associate supports one or more Investment Advisors (IAs) and IA Team and staff ... Knowledge of Trust and Estate services is an asset * Knowledge of Financial/Retirement planning.
The Client Service Associate supports one or more Investment Advisors (IAs) and IA Team and staff ... Knowledge of Trust and Estate services is an asset * Knowledge of Financial/Retirement planning.
The Client Service Associate supports one or more Investment Advisors (IAs) and IA Team and staff ... Knowledge of Trust and Estate services is an asset * Knowledge of Financial/Retirement planning.
The Client Service Associate supports one or more Investment Advisors (IAs) and IA Team and staff ... Knowledge of Trust and Estate services is an asset * Knowledge of Financial/Retirement planning.
Advisor Services Associate (Contract)
CA$55K - CA$65K/yr
We currently have a career opportunity for an Advisor Services Associate for a 12-18 month contract ... Acting as the subject matter expert on all day-to-day services for client related inquiries: such ...
Quick apply
Advisor Services Associate (Contract)
CA$55K - CA$65K/yr
We currently have a career opportunity for an Advisor Services Associate for a 12-18 month contract ... Acting as the subject matter expert on all day-to-day services for client related inquiries: such ...
As a Financial Services Associate in the Imperial Service Team, you'll provide administrative and client support to seek business growth opportunities.You'll create strong working relationships while ...
As a Financial Services Associate in the Imperial Service Team, you'll provide administrative and client support to seek business growth opportunities.You'll create strong working relationships while ...
Private Trust Client Service Associate
Kitchener, ON · On-site
CA$52K - CA$74K/yr
As Private Trust Client Service Associate , you will provide consistent administrative, analytical ... Experience in financial services and/or a legal environment; interest in building a career in ...
Private Trust Client Service Associate
Kitchener, ON · On-site
CA$52K - CA$74K/yr
As Private Trust Client Service Associate , you will provide consistent administrative, analytical ... Experience in financial services and/or a legal environment; interest in building a career in ...
About Us Cherry Hill Programs brings the magic to every experience by capturing moments that last a lifetime. In partnership with retail locations, tourist attractions and destinations across North ...
About Us Cherry Hill Programs brings the magic to every experience by capturing moments that last a lifetime. In partnership with retail locations, tourist attractions and destinations across North ...
Client Service Associate (CSA) - Planning & Scheduling - Full-time
Brantford, ON · On-site
$19.61 - $20.84/hr
VON Canada is a not-for-profit organization providing home and community care services for over 125 ... As a Client Service Associate (CSA), you'll coordinate nursing and home support visits with our ...
Client Service Associate (CSA) - Planning & Scheduling - Full-time
Brantford, ON · On-site
$19.61 - $20.84/hr
VON Canada is a not-for-profit organization providing home and community care services for over 125 ... As a Client Service Associate (CSA), you'll coordinate nursing and home support visits with our ...
Client Service Associate (CSA) - Planning & Scheduling - Part-time 0.2
CA$19.61 - CA$20.84/hr
The Client Service Associate (CSA) works as part of a team to facilitate the intake of new clients ... Engages with services providers, clinical resources, clients and client family members as needed to ...
Client Service Associate (CSA) - Planning & Scheduling - Part-time 0.2
CA$19.61 - CA$20.84/hr
The Client Service Associate (CSA) works as part of a team to facilitate the intake of new clients ... Engages with services providers, clinical resources, clients and client family members as needed to ...
Client Service Associate (CSA) - Planning & Scheduling - Part-time 0.2
Brantford, ON · On-site
CA$19.61 - CA$20.84/hr
The Client Service Associate (CSA) works as part of a team to facilitate the intake of new clients ... Engages with services providers, clinical resources, clients and client family members as needed to ...
Quick apply
Client Service Associate (CSA) - Planning & Scheduling - Part-time 0.2
Brantford, ON · On-site
CA$19.61 - CA$20.84/hr
The Client Service Associate (CSA) works as part of a team to facilitate the intake of new clients ... Engages with services providers, clinical resources, clients and client family members as needed to ...
Client Services Associate information
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 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?
| 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.
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 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 is the career progression of a client services associate?
- What is the difference between a client services associate and a financial advisor?
- How to become a client services associate?
- How much is the salary of a client services associate in the US?
- What Is a Client Services Associate and How to Become One
- Client Services Associate Job Description Sample Template
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 are popular job titles related to Client Services Associate jobs in Hamilton, ON? For Client Services Associate jobs in Hamilton, ON, the most frequently searched job titles are:
What job categories do people searching Client Services Associate jobs in Hamilton, ON look for? The top searched job categories for Client Services Associate 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:
Full-time
Re-posted 16 days ago
Job description
Join a fast-growing, tech-driven organization looking for innovative individuals to help take the team to the next level.
Typical day-to-day tasks include:
Conducting virtual consultations with clients.
Assessing clients' needs and imparting knowledge on solutions.
Cultivating lasting client relationships through consistent, periodic check-ins.
Completing related administrative tasks (like note taking, appointment setting, etc.) as needed.
Incentives include but not limited to:
No cold calling
Qualified lead program
Advancement based on performance
Weekly pay
Renewals
Mentorship and complete training
Industry leading tools and technology access
Work from home (web conference-based presentations)
Looking for candidates who hold the below characteristics:
Passionate. Competitive. Motivated. Dependable. Hardworking. Adaptable. Flexible. Coachable.
If you are a hard-working, motivated team player, this may be an opportunity for you!
*All interviews will be conducted via Zoom video conferencing
(Global Elite Empire Consultants is a third-party recruiter, not an insurance agency)
We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.
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