As an Associate at JPMorgan, you will join one of the world's top five most admired and prominent ... Cross train new hires and current employees on new tools and specific client processes. * The role ...
As an Associate at JPMorgan, you will join one of the world's top five most admired and prominent ... Cross train new hires and current employees on new tools and specific client processes. * The role ...
As an Associate at JPMorgan, you will join one of the world's top five most admired and prominent ... Cross train new hires and current employees on new tools and specific client processes. * The role ...
As an Associate at JPMorgan, you will join one of the world's top five most admired and prominent ... Cross train new hires and current employees on new tools and specific client processes. * The role ...
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 ...
Client Associate (IR licensed) CIBC Wood Gundy
Thornhill, ON · On-site
CA$50K - CA$59K/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
Thornhill, ON · On-site
CA$50K - CA$59K/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
Thornhill, ON · On-site
CA$50K - CA$59K/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
Thornhill, ON · On-site
CA$50K - CA$59K/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
Toronto, ON · On-site
CLIENT SERVICE ASSOCIATE, Successful Investor Wealth Management Inc. We are an established wealth ... Develop expertise and knowledge regarding our wealth management services, software, procedures, and ...
Quick apply
Client Service Associate
Toronto, ON · On-site
CLIENT SERVICE ASSOCIATE, Successful Investor Wealth Management Inc. We are an established wealth ... Develop expertise and knowledge regarding our wealth management services, software, procedures, and ...
What We Do The Wealth Associate is responsible for advisor support, client on-boarding, sales ... Exceptional writing, interpersonal and client service skills * Detail-oriented with superior ...
What We Do The Wealth Associate is responsible for advisor support, client on-boarding, sales ... Exceptional writing, interpersonal and client service skills * Detail-oriented with superior ...
Client Service Associate
Toronto, ON · On-site
CLIENT SERVICE ASSOCIATE, Successful Investor Wealth Management Inc. We are an established wealth ... Develop expertise and knowledge regarding our wealth management services, software, procedures, and ...
Quick apply
Client Service Associate
Toronto, ON · On-site
CLIENT SERVICE ASSOCIATE, Successful Investor Wealth Management Inc. We are an established wealth ... Develop expertise and knowledge regarding our wealth management services, software, procedures, and ...
Client Service Associate
Toronto, ON · Hybrid
CLIENT SERVICE ASSOCIATE, Successful Investor Wealth Management Inc. We are an established wealth ... Develop expertise and knowledge regarding our wealth management services, software, procedures, and ...
Client Service Associate
Toronto, ON · Hybrid
CLIENT SERVICE ASSOCIATE, Successful Investor Wealth Management Inc. We are an established wealth ... Develop expertise and knowledge regarding our wealth management services, software, procedures, and ...
Associate
CA$37K - CA$50K/yr
... as an Associate. By providing ongoing, exceptional service and support to our clients and our ... Provide proactive client service with a focus on problem resolution and attention to details.
Associate
CA$37K - CA$50K/yr
... as an Associate. By providing ongoing, exceptional service and support to our clients and our ... Provide proactive client service with a focus on problem resolution and attention to details.
Associate
Toronto, ON · On-site
CA$37K - CA$50K/yr
... as an Associate. By providing ongoing, exceptional service and support to our clients and our ... Tap into your superior problem resolution skills to provide proactive client service. Working ...
Associate
Toronto, ON · On-site
CA$37K - CA$50K/yr
... as an Associate. By providing ongoing, exceptional service and support to our clients and our ... Tap into your superior problem resolution skills to provide proactive client service. Working ...
... Associate and/or Team Leader. Who you are * You have a degree or diploma. In Business ... Client Service, Customer Experience (CX), Detail-Oriented, Internal Auditing, Teamwork
... Associate and/or Team Leader. Who you are * You have a degree or diploma. In Business ... Client Service, Customer Experience (CX), Detail-Oriented, Internal Auditing, Teamwork
... Associate and/or Team Leader. Who you are * You have a degree or diploma. In Business ... Client Service, Customer Experience (CX), Detail-Oriented, Internal Auditing, Teamwork
... Associate and/or Team Leader. Who you are * You have a degree or diploma. In Business ... Client Service, Customer Experience (CX), Detail-Oriented, Internal Auditing, Teamwork
Client and Family Advisory Committee Member Commitment: 4-6 meetings per year (Approximately 2-3 ... DCHC also provides equity-based programs and services that focus on priority populations such as ...
Client and Family Advisory Committee Member Commitment: 4-6 meetings per year (Approximately 2-3 ... DCHC also provides equity-based programs and services that focus on priority populations such as ...
Client and Family Advisory Committee Member Commitment: 4-6 meetings per year (Approximately 2-3 ... DCHC also provides equity-based programs and services that focus on priority populations such as ...
Client and Family Advisory Committee Member Commitment: 4-6 meetings per year (Approximately 2-3 ... DCHC also provides equity-based programs and services that focus on priority populations such as ...
Client and Family Advisory Committee Member Commitment: 4-6 meetings per year (Approximately 2-3 ... DCHC also provides equity-based programs and services that focus on priority populations such as ...
Quick apply
Client and Family Advisory Committee Member Commitment: 4-6 meetings per year (Approximately 2-3 ... DCHC also provides equity-based programs and services that focus on priority populations such as ...
Client and Family Advisory Committee Member Commitment: 4-6 meetings per year (Approximately 2-3 ... DCHC also provides equity-based programs and services that focus on priority populations such as ...
Quick apply
Client and Family Advisory Committee Member Commitment: 4-6 meetings per year (Approximately 2-3 ... DCHC also provides equity-based programs and services that focus on priority populations such as ...
... with Client Service Key Behaviours, Project Excellence best practices and Compliance parameters ... Lead Associates and Senior Associates throughout the project lifecycle and be accountable for ...
Quick apply
... with Client Service Key Behaviours, Project Excellence best practices and Compliance parameters ... Lead Associates and Senior Associates throughout the project lifecycle and be accountable for ...
... with Client Service Key Behaviours, Project Excellence best practices and Compliance parameters ... Lead Associates and Senior Associates throughout the project lifecycle and be accountable for ...
... with Client Service Key Behaviours, Project Excellence best practices and Compliance parameters ... Lead Associates and Senior Associates throughout the project lifecycle and be accountable for ...
Client Service Associate
Thornhill, ON · Hybrid
CA$50K - CA$60K/yr
About the Role NFP's individual Solutions Division includes the key services of life insurance ... Client Service Associate to support the needs of our Individual Solutions division. In this role ...
Client Service Associate
Thornhill, ON · Hybrid
CA$50K - CA$60K/yr
About the Role NFP's individual Solutions Division includes the key services of life insurance ... Client Service Associate to support the needs of our Individual Solutions division. In this role ...
Client Services Associate information
See Pickering, ON salary details
$22.7K - $26.4K
2% of jobs
$26.4K - $30.2K
9% of jobs
$33.9K is the 25th percentile. Wages below this are outliers.
$30.2K - $34K
14% of jobs
$34K - $37.8K
16% of jobs
The median wage is $39.8K / yr.
$37.8K - $41.5K
17% of jobs
$41.5K - $45.3K
13% of jobs
$46.9K is the 75th percentile. Wages above this are outliers.
$45.3K - $49.1K
11% of jobs
$49.1K - $52.9K
7% of jobs
$52.9K - $56.6K
4% of jobs
$56.6K - $60.4K
4% of jobs
$60.4K - $64.2K
3% of jobs
$22.7K
$42.1K
$64.2K
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 14 days ago
JPMorgan Chase & Co. rating
8.0
Based on 493 frontline employees who took The Breakroom Quiz
72nd of 171 rated banks
Job description
As an Associate at JPMorgan, you will join one of the world's top five most admired and prominent companies. For JPMorgan, people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. You will get the opportunity to work in a diverse team that accurately delivers securities valuation services through a wide range of daily and monthly activities. You will play one of the most important roles in the asset pricing services and have the opportunity to enhance business processes and systems through different optimization projects. Come join us and be a part of one of the best financial services companies in the world.
As an Associate in Global Valuation Services at JPMorgan Chase, you will be working in a team environment to deliver accurate and timely asset pricing through a wide range of activities such as: maintaining a strict control environment, performing value add analysis and collaborating with internal teams to develop scalable production processes. The Global Valuation Services group has access to firm wide training available to improve skills and learn new capabilities. There is opportunity to learn about new automation tools and take ownership of processes to improve capacity, efficiency and control. You would be the perfect fit for us if you have great attention to detail, the ability to execute time sensitive tasks, and have a passion to drive solutions across organizational boundaries. Global Valuation Services Group offers the opportunity to work within a hybrid environment.
Job Responsibilities
- Contribute to ongoing developments of the pricing control process and resolve issues escalated by the team. Identifying control gaps and look to implement tactical and strategic solutions through technological and/ or procedural enhancement.
- Leverage industry experience to identify and implement process improvements to increase efficiency and reduce risk that may cause client account impacts and money/ reputational loss for the company.
- Liaise with clients, vendors, auditors, teams (internally and externally) while responding to inquiries and conducting pricing research in a prompt and professional manner.
- Create and present updates to larger audiences including senior management.
- Create and maintain a positive and collaborative work environment for the team.
- Cross train new hires and current employees on new tools and specific client processes.
- The role holder will be required to operate flexible working hours to cover early starts and/or late finishes as demanded by the business.
Required qualifications, capabilities, and skills
- Bachelor degree with preference in Finance, Accounting, Economics, Mathematics, Computer Science or related field.
- Two plus years of experience in Fixed Income, Fund Valuation, Pricing or other related roles.
- Strong analytical/ problem solving skills and attention to detail. Ability to trouble shoot exceptions and issues quickly to avoid market exposure.
- Strong knowledge of Excel, including pivot tables, v-lookups, macros, etc.
- Demonstrate ability to effectively communicate within a team environment and interact across departments.
- Strong knowledge of industry activities, particularly corporate actions, index tracking, stock markets, and fixed income products.
- Self-motivated and proactive with the proven ability to work accurately and under pressure to meet deadlines both independently and in multiple team structures.
- Previous Team Leadership experience and working with multiple vendors, clients and shared services both internally and externally.
- Experience with process improvements through focus on efficiency increase and risk reduction.
- High aptitude for learning new technologies.
- Pricing vendor knowledge, i.e. ICE, Pricing Direct, Bloomberg, Reuters.
Preferred qualifications, capabilities, and skills
- Previous Team Leadership experience and working with multiple vendors, clients and shared services both internally and externally.
- Experience with process improvements through focus on efficiency increase and risk reduction.
- High aptitude for learning new technologies.
- Pricing vendor knowledge, i.e. ICE, Pricing Direct, Bloomberg, Reuters.
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
What JPMorgan Chase & Co. employees say
Pay
Benefits
Hours and flexibility
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About JPMorgan Chase & Co
Sourced by ZipRecruiter
Industry
Finance and insurance and banking and credit intermediation
Company size
10,000+ Employees
Headquarters location
New York, NY, US