Provide proactive client service with a focus on problem resolution and attention to details ... success that is mutual. * A comprehensive Total Rewards Program, including bonuses and flexible ...
Provide proactive client service with a focus on problem resolution and attention to details ... success that is mutual. * A comprehensive Total Rewards Program, including bonuses and flexible ...
A career as a Associate at National Bank in the wealth Management Evolution team, is a job where ... client experience. Collaboration and partnership will be key to your success. We want to contribute ...
A career as a Associate at National Bank in the wealth Management Evolution team, is a job where ... client experience. Collaboration and partnership will be key to your success. We want to contribute ...
A career as an associate with the Groupe Thivierge Laflamme Wealth Management team at National Bank ... client experience. Collaboration and partnership will be key to your success. We want to contribute ...
A career as an associate with the Groupe Thivierge Laflamme Wealth Management team at National Bank ... client experience. Collaboration and partnership will be key to your success. We want to contribute ...
A career as an associate with the Groupe Thivierge Laflamme Wealth Management team at National Bank ... client experience. Collaboration and partnership will be key to your success. We want to contribute ...
A career as an associate with the Groupe Thivierge Laflamme Wealth Management team at National Bank ... client experience. Collaboration and partnership will be key to your success. We want to contribute ...
A career as an associate with the Groupe Thivierge Laflamme Wealth Management team at National Bank ... client experience. Collaboration and partnership will be key to your success. We want to contribute ...
A career as an associate with the Groupe Thivierge Laflamme Wealth Management team at National Bank ... client experience. Collaboration and partnership will be key to your success. We want to contribute ...
... client/advisor servicing models with client onboarding documentation processing activities and ... success that is mutual. * Ability to make a difference and lasting impact * Work in a dynamic ...
... client/advisor servicing models with client onboarding documentation processing activities and ... success that is mutual. * Ability to make a difference and lasting impact * Work in a dynamic ...
Trois-Rivieres A career as an Associate in the Wealth Management team at National Bank, will give ... client experience. Collaboration and partnership will be key to your success. We want to contribute ...
Trois-Rivieres A career as an Associate in the Wealth Management team at National Bank, will give ... client experience. Collaboration and partnership will be key to your success. We want to contribute ...
Laval A career as an Associate in the Wealth Management team at National Bank, will give you the ... client experience. Collaboration and partnership will be key to your success. We want to contribute ...
Laval A career as an Associate in the Wealth Management team at National Bank, will give you the ... client experience. Collaboration and partnership will be key to your success. We want to contribute ...
Kirkland A career as an Associate in the Wealth Management team at National Bank, will give you the ... client experience. Collaboration and partnership will be key to your success. We want to contribute ...
Kirkland A career as an Associate in the Wealth Management team at National Bank, will give you the ... client experience. Collaboration and partnership will be key to your success. We want to contribute ...
Riviere-Du-Loup A career as an Associate in the Wealth Management team at National Bank, will give ... client experience. Collaboration and partnership will be key to your success. We want to contribute ...
Riviere-Du-Loup A career as an Associate in the Wealth Management team at National Bank, will give ... client experience. Collaboration and partnership will be key to your success. We want to contribute ...
As a Financial Services Associate in the Business Banking Team, you'll provide administrative and ... Prepare client files, booking appointments, and maintaining schedules. Help team success by ...
As a Financial Services Associate in the Business Banking Team, you'll provide administrative and ... Prepare client files, booking appointments, and maintaining schedules. Help team success by ...
As a Financial Services Associate in the Business Banking Team, you'll provide administrative and ... Prepare client files, booking appointments, and maintaining schedules. Help team success by ...
As a Financial Services Associate in the Business Banking Team, you'll provide administrative and ... Prepare client files, booking appointments, and maintaining schedules. Help team success by ...
As a Financial Services Associate in the Business Banking Team, you'll provide administrative and ... Prepare client files, booking appointments, and maintaining schedules. Help team success by ...
As a Financial Services Associate in the Business Banking Team, you'll provide administrative and ... Prepare client files, booking appointments, and maintaining schedules. Help team success by ...
As a Financial Services Associate in the Business Banking Team, you'll provide administrative and ... Prepare client files, booking appointments, and maintaining schedules. Help team success by ...
As a Financial Services Associate in the Business Banking Team, you'll provide administrative and ... Prepare client files, booking appointments, and maintaining schedules. Help team success by ...
A career as an Associate in the Wealth Management team at National Bank, will give you the ... client experience. Collaboration and partnership will be key to your success. We want to contribute ...
A career as an Associate in the Wealth Management team at National Bank, will give you the ... client experience. Collaboration and partnership will be key to your success. We want to contribute ...
A career as an Associate in the Wealth Management team at National Bank, will give you the ... client experience. Collaboration and partnership will be key to your success. We want to contribute ...
A career as an Associate in the Wealth Management team at National Bank, will give you the ... client experience. Collaboration and partnership will be key to your success. We want to contribute ...
A career as an Associate in the Wealth Management team at National Bank, will give you the ... client experience. Collaboration and partnership will be key to your success. We want to contribute ...
A career as an Associate in the Wealth Management team at National Bank, will give you the ... client experience. Collaboration and partnership will be key to your success. We want to contribute ...
A career as an Associate in the Wealth Management team at National Bank, will give you the ... client experience. Collaboration and partnership will be key to your success. We want to contribute ...
A career as an Associate in the Wealth Management team at National Bank, will give you the ... client experience. Collaboration and partnership will be key to your success. We want to contribute ...
A career as an Associate in the Wealth Management team at National Bank, will give you the ... client experience. Collaboration and partnership will be key to your success. We want to contribute ...
A career as an Associate in the Wealth Management team at National Bank, will give you the ... client experience. Collaboration and partnership will be key to your success. We want to contribute ...
Develop and distribute client communication and marketing pieces * Review practices to ensure ... An inclusive working environment that encourages creativity, curiosity and celebrates success
Develop and distribute client communication and marketing pieces * Review practices to ensure ... An inclusive working environment that encourages creativity, curiosity and celebrates success
Client Success Associate information
See Quebec salary details
$14K - $19.5K
3% of jobs
$19.5K - $25K
1% of jobs
$25K - $30.5K
3% of jobs
$30.5K - $36K
12% of jobs
$37.3K is the 25th percentile. Wages below this are outliers.
$36K - $41.5K
26% of jobs
The median wage is $43K / yr.
$41.5K - $47K
17% of jobs
$51.5K is the 75th percentile. Wages above this are outliers.
$47K - $52.5K
16% of jobs
$52.5K - $58K
4% of jobs
$58K - $63.5K
5% of jobs
$63.5K - $69K
5% of jobs
$69K - $74.5K
7% of jobs
$14K
$46.5K
$74.5K
How much do client success associate jobs pay per year?
What is a client success associate?
What is the difference between Client Success Associate vs Customer Support Specialist?
| Aspect | Client Success Associate | Customer Support Specialist |
|---|---|---|
| Required Credentials | Typically a bachelor's degree; experience in customer relations | Often a high school diploma or associate degree; training provided |
| Work Environment | Proactive engagement, building long-term client relationships | Reactive support, resolving immediate customer issues |
| Employer & Industry Usage | Common in SaaS, tech, and service industries | Widespread across retail, telecom, and tech sectors |
The main difference is that a Client Success Associate focuses on proactive relationship management and ensuring client satisfaction over time, while a Customer Support Specialist primarily handles reactive problem-solving and technical issues. Both roles require strong communication skills but serve different stages of the customer journey.
What does a Client Success Associate do?
How does a Client Success Associate typically collaborate with other departments to address client needs?
What are the key skills and qualifications needed to thrive as a Client Success Associate, and why are they important?

Job description
Job Description
What is the opportunity?
RBC Dominion Securities is currently seeking an Investment Associate to join a large portfolio management team specialized in providing wealth management services to a sophisticated clientele. You will provide dedicated support to the portfolio management team on investment and money management activities.
What will you do?
- Execute trades and rebalance portfolios.
- Follow up on client trades to ensure proper settlement and delivery.
- Provide proactive client service with a focus on problem resolution and attention to details. Liaise with various departments for execution, where necessary.
- Respond to client inquiries (account transactions, requests for tax receipts, account reporting, etc.).
- Assist the advisory team with client onboarding.
- Help manage incoming communications from clients, Advisors and other internal and external partners.
- Maintain existing client accounts and identify opportunities to contact clients: manage timelines and key dates for accounts.
- Ensure accurate and timely updates of all necessary documentation in compliance with internal controls and industry regulatory requirements. Maintain complete and up-to-date client files within appropriate systems.
What do you need to succeed?
Must-have
- Canadian Investment Regulatory Exam (CIRE)
- Post-secondary degree in finance or a related area of study
- Minimum of 2 years of professional work experience within the investment industry
- Bilingualism (English and French) required, as you will regularly serve our clients and do business with RBC partners and/or employees across Canada with English and French speaking needs
- Strong working knowledge of Microsoft 365 apps (Word, Excel, and Outlook)
Nice-to-have
- Passion for investments, analysis, and portfolio management
- Meticulous attention to detail and excellent time management skills
- Strong problem solving and analytical skills
What's in it for you?
We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.
- A comprehensive Total Rewards Program, including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable
- Leaders who support your development through coaching and managing opportunities
- Work in a dynamic, collaborative, progressive, and high-performing team
- Opportunities to do challenging work
Job Skills
Additional Job Details
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Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above
Our Employment Opportunities
At RBC, we are guided by living shared values of Client First, Integrity, Collaboration, Respect and Excellence and winning together as One RBC. We believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.
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Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.
RBC is presently inviting candidates to apply for this existing vacancy. Applying to this posting allows you to express your interest in this current career opportunity at RBC. Qualified applicants may be contacted to review their resume in more detail.
Employment Type: FULL_TIMEAbout Royal Bank of Canada
Sourced by ZipRecruiter
Industry
Banking and credit intermediation
Company size
10,000+ Employees
Headquarters location
Toronto, Ontario, CA