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 ...
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 Associate (IR Licensed) CIBC Wood Gundy
Waterloo, ON ยท On-site
CA$48K - CA$56K/yr
To learn more about CIBC, please visit CIBC.com What you'll be doing As a Client Associate, you ... Financial Services and/or Brokerage industry experience and working knowledge of various quotation ...
Client Associate (IR Licensed) CIBC Wood Gundy
Waterloo, ON ยท On-site
CA$48K - CA$56K/yr
To learn more about CIBC, please visit CIBC.com What you'll be doing As a Client Associate, you ... Financial Services and/or Brokerage industry experience and working knowledge of various quotation ...
Client Service Associate
Waterloo, ON ยท On-site
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.
Client Service Associate
Waterloo, ON ยท On-site
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.
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.
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
Kitchener, 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
Kitchener, 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 ...
As a Financial Services Associate in the Imperial Service Team, you'll support the team with client ... Client engagement - Leverage your knowledge of cash management, credit, investment and wealth ...
As a Financial Services Associate in the Imperial Service Team, you'll support the team with client ... Client engagement - Leverage your knowledge of cash management, credit, investment and wealth ...
Private Trust Client Service Associate
Kitchener, ON ยท 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 ยท 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 ...
Client Service Associate (CSA) - Planning & Scheduling - Full-time
Brantford, ON ยท 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 ยท 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
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
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 ...
Wealth Associates will be supported in their development through the Wealth Associate Advancement ... In so doing, relationship management and client servicing skills are groomed and enhanced. Skills ...
Wealth Associates will be supported in their development through the Wealth Associate Advancement ... In so doing, relationship management and client servicing skills are groomed and enhanced. Skills ...
As a Food Services Associate , reporting to the Chef Manager, you will perform a variety of ... Remain an ambassador of goodwill, ethics, and great client relations at all times on behalf of Dana ...
Quick apply
As a Food Services Associate , reporting to the Chef Manager, you will perform a variety of ... Remain an ambassador of goodwill, ethics, and great client relations at all times on behalf of Dana ...
As a Food Services Associate , reporting to the Chef Manager, you will perform a variety of ... Remain an ambassador of goodwill, ethics, and great client relations at all times on behalf of Dana ...
Quick apply
As a Food Services Associate , reporting to the Chef Manager, you will perform a variety of ... Remain an ambassador of goodwill, ethics, and great client relations at all times on behalf of Dana ...
Kitting Associate
Kitchener, ON ยท On-site
To act as a liaison between the Production and Client Service teams e.g. status checks, reporting. Job Type: Full-Time, Permanent Location: Kitchener, ON (Onsite) Responsibilities * Order fulfillment ...
Kitting Associate
Kitchener, ON ยท On-site
To act as a liaison between the Production and Client Service teams e.g. status checks, reporting. Job Type: Full-Time, Permanent Location: Kitchener, ON (Onsite) Responsibilities * Order fulfillment ...
Associate Veterinarian
Hamilton, ON ยท On-site
CA$150K - CA$200K/yr
Associate Veterinarian - West Toronto We are now seeking for a Veterinarian to join our amazing ... service to our LARGE client base. Responsibilities Builds rapport with clients by gathering ...
Associate Veterinarian
Hamilton, ON ยท On-site
CA$150K - CA$200K/yr
Associate Veterinarian - West Toronto We are now seeking for a Veterinarian to join our amazing ... service to our LARGE client base. Responsibilities Builds rapport with clients by gathering ...
Associate Veterinarian
Burlington, ON ยท On-site
CA$150K - CA$200K/yr
Associate Veterinarian - West Toronto We are now seeking for a Veterinarian to join our amazing ... service to our LARGE client base. Responsibilities Builds rapport with clients by gathering ...
Associate Veterinarian
Burlington, ON ยท On-site
CA$150K - CA$200K/yr
Associate Veterinarian - West Toronto We are now seeking for a Veterinarian to join our amazing ... service to our LARGE client base. Responsibilities Builds rapport with clients by gathering ...
Associate Veterinarian
CA$150K - CA$200K/yr
Associate Veterinarian - West Toronto We are now seeking for a Veterinarian to join our amazing ... client service to our LARGE client base. Responsibilities * Builds rapport with clients by ...
Quick apply
Associate Veterinarian
CA$150K - CA$200K/yr
Associate Veterinarian - West Toronto We are now seeking for a Veterinarian to join our amazing ... client service to our LARGE client base. Responsibilities * Builds rapport with clients by ...
Associate Veterinarian
CA$150K - CA$200K/yr
Associate Veterinarian - West Toronto We are now seeking for a Veterinarian to join our amazing ... client service to our LARGE client base. Responsibilities * Builds rapport with clients by ...
Quick apply
Associate Veterinarian
CA$150K - CA$200K/yr
Associate Veterinarian - West Toronto We are now seeking for a Veterinarian to join our amazing ... client service to our LARGE client base. Responsibilities * Builds rapport with clients by ...
Independently manage client document review and quality control of service level, including a 24 ... Associate Directors and Directors to ensure timely turnaround of documentation. Assist with the ...
Independently manage client document review and quality control of service level, including a 24 ... Associate Directors and Directors to ensure timely turnaround of documentation. Assist with the ...
Client Services Associate information
See Kitchener, ON salary details
$22.4K - $26.1K
2% of jobs
$26.1K - $29.9K
9% of jobs
$33.5K is the 25th percentile. Wages below this are outliers.
$29.9K - $33.6K
14% of jobs
$33.6K - $37.3K
16% of jobs
The median wage is $39.3K / yr.
$37.3K - $41.1K
17% of jobs
$41.1K - $44.8K
13% of jobs
$46.4K is the 75th percentile. Wages above this are outliers.
$44.8K - $48.5K
11% of jobs
$48.5K - $52.2K
7% of jobs
$52.2K - $56K
4% of jobs
$56K - $59.7K
4% of jobs
$59.7K - $63.4K
3% of jobs
$22.4K
$41.6K
$63.4K
How much do client services associate jobs pay per year?
What are the key skills and qualifications needed to thrive as a client services associate?
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?
What does a client services associate do?
- 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

Full-time
Re-posted 16 days ago