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

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Client Services Associate information

See Toronto, ON salary details

$22.9K

$42.6K

$64.9K

How much do client services associate jobs pay per year?

As of Jul 19, 2026, the average yearly pay for client services associate in Toronto, ON is $42,596.00, according to ZipRecruiter salary data. Most workers in this role earn between $33,879.00 and $48,671.00 per year, depending on experience, location, and employer.

What does a client service associate do?

A client service associate is responsible for assisting clients by addressing inquiries, resolving issues, and providing information about products or services. They often handle communication via phone, email, or in person, and use customer relationship management (CRM) tools to track interactions and ensure client satisfaction.

What are the key skills and qualifications needed to thrive as a Client Services Associate, and why are they important?

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?

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 jobs pay 4000 a week without a degree?

A Client Services Associate typically earns less than $4,000 weekly, but high-paying roles without a degree include sales managers, real estate brokers, and certain skilled trades like electricians or commercial pilots, which often require experience, licensing, or certifications. These roles may involve commission, bonuses, or overtime to reach that income level.

Is a CSA job stressful?

A Client Services Associate (CSA) role can be stressful due to handling customer inquiries, resolving issues, and meeting service standards. The level of stress often depends on the workload, company environment, and communication skills required, but many CSAs develop stress management skills over time.

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 customer service associate do?

A customer service associate, often called a client services associate, handles customer inquiries, resolves issues, and provides information about products or services. They communicate via phone, email, or chat, use customer management software, and aim to ensure customer satisfaction and retention.

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 are the most commonly searched types of Client Services jobs in Toronto, ON? The most popular types of Client Services jobs in Toronto, ON are:
What are popular job titles related to Client Services Associate jobs in Toronto, ON? For Client Services Associate jobs in Toronto, ON, the most frequently searched job titles are:
What job categories do people searching Client Services Associate jobs in Toronto, ON look for? The top searched job categories for Client Services Associate jobs in Toronto, ON are:
What cities near Toronto, ON are hiring for Client Services Associate jobs? Cities near Toronto, ON with the most Client Services Associate job openings:
Client Services Associate jobs near you

Client Services Associate

Cidel Private Bank

Toronto, ON

Contractor

Posted 17 days ago

Job description

This posting is for an 18 month contract position that is currently vacant.


About Cidel

Cidel is a Canadian-based global private bank and asset manager. We help high net worth individuals, families and institutions protect and grow their wealth. Our expertise spans three well-integrated service areas:

  1. Asset Management,
  2. Planning, Structuring & Trust, and
  3. Specialized Banking

We are a unique firm in the way we combine the scale and capability of a large global bank, with the continuity and genuine commitment to service of a boutique firm.

Description


We are seeking a highly motivated and detailoriented Client Services Associate to join our Client Services team for 18 months. This role supports the delivery of exceptional client service by coordinating client onboarding, account maintenance, cash management, reporting, and regulatory documentation.

Areas of Focus will Include:

Client Service & Relationship Support

  • Ensure timely and accurate resolution of all client requests and inquiries
  • Monitor group email inboxes and coordinate responses to, client matters as required

Client Account Onboarding

  • Coordinate endtoend onboarding of client accounts, including:
    • Olympic contact setup and root reservation
    • Upload of documentation for compliance review and liaison with the Compliance team as required
    • Completion of final Olympic setup steps
    • Web access setup
    • Coordination with Operations for fund or omnibus account openings
    • Statement and duplicate statement setup
    • Website access setup
    • Fee setup
    • Estate management setup, where applicable

Client Record Maintenance

  • Create and maintain accurate client records across all systems
  • Maintain and organize client documentation on shared drives
  • Perform ongoing account maintenance in all applicable systems

Cash Management & Payments

  • Coordinate client cash requests, including:
    • Instructing, tracking, and entering daily oneoff and scheduled Electronic Funds Transfers (EFTs) across multiple custodians
    • Instructing, tracking, and entering wire transfers
    • Processing cheque deposits and withdrawals

Tax & Regulatory Documentation

  • Coordinate W8, W9, CRS, NR and related tax forms with custodians, including:
    • Daily updates to the Documents Portal
    • Tracking document expirations
    • Preparing forms for client execution and mailing
    • Tracking sent and received dates and following up as required
    • Uploading completed documentation

Client Reporting

  • Assist in the preparation and distribution of client reports, including:
    • Monthly corporate and yearend account reports
    • Oneoff statements or reports as requested by clients or internal stakeholders

Registered Plan & Tax Reporting Support

  • Assist with annual registered plan tax reporting, including:
    • RRSP contribution slips
    • RRSP, IPP, and RIF withdrawal slips
    • TFSA contribution and withdrawal reporting
    • Filings with custodians and/or the CRA

Asset Transfers & Account Closures

  • Support asset transfers in and out, including:
    • Preparation of transfer forms (standalone or as part of account opening packages)
    • Initiating and tracking transfers
    • Regular followup with transfer counterparties
    • Monitoring transfers at custodians
    • Providing regular updates to Wealth Consultants
    • Entry of transfer details in Olympic
  • Support final account closing processes
  • Coordinate other asset movements, including charitable donations in and out

Special Projects

  • Assist with special projects as assigned by the Manager, including but not limited to:
    • Document mailings
    • Document and directory maintenance
    • Account and system maintenance initiatives

Requirements and Key Competencies

  • Minimum 1-3 years of experience as a Client Service Administrator, Operations Administrator, or similar role within the financial services industry
  • Experience with regulatory documentation, tax reporting, wires, and/or backoffice custody operations preferred
  • Enrollment in or completion of the Canadian Securities Course (CSC) or a similar program preferred
  • Strong proficiency in Microsoft Office Suite
  • High attention to detail, strong organizational skills, and the ability to manage multiple priorities effectively
  • Demonstrated ability to work collaboratively in a teambased environment while delivering superior client service


Please apply via Bamboo

Please note that artificial intelligence (AI) tools may be used during the recruitment process to assist in screening, assessing, or selecting applicants. All AI assisted evaluations are conducted in accordance with applicable privacy and employment standards.

We welcome applications from individuals of all abilities, backgrounds, and experiences. Reasonable accommodations are available on request for candidates taking part throughout the hiring process to support equitable access and participation. Only successful candidates will be contacted.

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