1

Client Success Associate Jobs in Montreal, QC (NOW HIRING)

A career as a Wealth Associate at National Bank is a job where you can showcase your ability to ... client experience. Collaboration and partnership will be key to your success. Prerequisites:

A career as a Wealth Associate at National Bank is a job where you can showcase your ability to ... client experience. Collaboration and partnership will be key to your success. Prerequisites:

A career as a Wealth Associate at National Bank is a job where you can showcase your ability to ... client experience. Collaboration and partnership will be key to your success. Prerequisites:

CG is driven by an unwavering commitment to build lasting client relationships - we achieve this by ... Come be a part of our Canadian success story and help deliver superior experiences for our clients.

You will deepen client relationships by offering sound advice and support to clients and to the ... success that is mutual. * A comprehensive Total Rewards Program, including bonuses and flexible ...

Montreal A career as a Wealth Associate at National Bank is a job where you can showcase your ... client experience. Collaboration and partnership will be key to your success. Prerequisites:

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 ...

Showing results 21-40

Client Success Associate information

See Montreal, QC salary details

$14K

$46.4K

$74.3K

How much do client success associate jobs pay per year?

As of Aug 17, 2026, the average yearly pay for client success associate in Montreal, QC is $46,395.00, according to ZipRecruiter salary data. Most workers in this role earn between $37,394.00 and $54,346.00 per year, depending on experience, location, and employer.

What does a Client Success Associate do?

A Client Success Associate is responsible for ensuring that clients have a positive experience with a company’s products or services. They act as a primary point of contact for clients, helping with onboarding, addressing concerns, and providing ongoing support. Their goal is to build strong relationships, increase customer satisfaction, and help clients achieve their desired outcomes. They may also collaborate with sales, product, and support teams to resolve issues and identify opportunities for improving the client experience.

What are the key skills and qualifications needed to thrive as a Client Success Associate?

To thrive as a Client Success Associate, you need strong relationship-building abilities, problem-solving skills, and a background in business or communications, often supported by a bachelor's degree. Familiarity with customer relationship management (CRM) tools like Salesforce or HubSpot and proficiency with data tracking systems are typically required. Exceptional communication, active listening, and adaptability help professionals stand out in this client-facing role. These skills and qualities are vital for fostering client satisfaction, resolving issues efficiently, and supporting long-term business growth.

How does a Client Success Associate typically collaborate with other departments to address client needs?

As a Client Success Associate, you'll frequently collaborate with teams such as Sales, Product, and Support to ensure client satisfaction and resolve issues efficiently. This often involves participating in cross-functional meetings, relaying client feedback to relevant departments, and coordinating solutions for complex client requests. Effective communication and teamwork are essential, as you'll act as a bridge between clients and internal teams to ensure expectations are met and ongoing improvements are made.

What is the difference between Client Success Associate vs Customer Support Specialist?

AspectClient Success AssociateCustomer Support Specialist
Required CredentialsTypically a bachelor's degree; experience in customer relationsOften a high school diploma or associate degree; training provided
Work EnvironmentProactive engagement, building long-term client relationshipsReactive support, resolving immediate customer issues
Employer & Industry UsageCommon in SaaS, tech, and service industriesWidespread 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 are the most commonly searched types of Client Success jobs in Montreal, QC?

The most popular types of Client Success jobs in Montreal, QC are:

What job categories do people searching Client Success Associate jobs in Montreal, QC look for?

The top searched job categories for Client Success Associate jobs in Montreal, QC are:

Infographic showing various Client Success Associate job openings in Montreal, QC as of August 2026, with employment types broken down into 1% As Needed, 78% Full Time, 15% Part Time, 5% Contract, and 1% Nights. Highlights an 87% Physical, 2% Hybrid, and 11% Remote job distribution, with an average salary of $46,395 per year, or $22.3 per hour.

Full-time

Medical, Retirement

Re-posted 7 days ago


Job description

A career as a Wealth Associate at National Bank is a job where you can showcase your ability to work in synergy with clients and colleagues. In this role, you will help wealth advisors to stand out by offering exceptional customer service that will have a positive, long-term impact on our clients.

Your job: 

  • Support investment advisors in providing superior customer service and be available to meet client requests
  • Carry out routine operations related to financial transactions (e.g., purchases and sales of securities, necessary transaction adjustments)
  • Carry out deposit, withdrawal, transfer, and currency conversion instructions for all investment accounts and ensure diligent follow-up
  • Analyze, open, and update client files
  • Produce portfolio management reports
  • Carry out the administrative management of client files by managing agendas, scheduling appointments, and preparing client meetings
  • Ensure adherence to compliance and risk management rules

Your team: 

National Bank Financial - Wealth Management is the fifth largest investment brokerage firm in Canada. We have close to 1,000 investment advisors who manage the assets of more than 400,000 clients in about 100 branches. Reporting to the regional manager, you will team up with a wealth advisor to offer an exceptional client experience. Collaboration and partnership will be key to your success. 

Prerequisites: 

  • Completed college and/or university diploma in a related field
  • Two years of relevant experience in the banking (\"back office\"), insurance, and/or financial industry
  • Completion of the Canadian Securities Course (CSC) and/or Conduct and Practices Handbook Course
  • Completion of CIRE: Canadian Investment Regulatory Exam 
  • Excellent knowledge of the Microsoft Office suite
  • Excellent customer service skills

 #INDGP

Your benefits In addition to competitive compensation, upon hiring you’ll be eligible for a wide range of flexible benefits to help promote your wellbeing and that of your family such as:
* Health and wellness program, including many options * Flexible group insurance * Generous pension plan * Employee Share Ownership Plan * Employee and family assistance program * Preferential banking services * Involvement in community initiatives * Telemedicine service * Virtual sleep clinic
We have an offer that keeps up with trends as well as your needs and those of your family.
Our dynamic work environments and cutting-edge collaboration tools foster a positive employee experience. We value employees’ ideas. Whether through our surveys or programs, regular feedback and ongoing communication are encouraged.
Making a bold move in a people-first environment We’re a bank on a human scale that stands out for its courage, entrepreneurial culture, and passion for people. Our mission is to have a positive impact on people’s lives. Our core values of partnership, agility, and empowerment inspire us, and inclusion is central to our commitments. We aim, wherever possible, to provide a barrier-free and accessible environment to all employees.
We strive to provide accessibility measures throughout the recruitment process within the limits of our available resources. If you require accommodations, feel free to let us know during our initial conversations. We welcome all candidates! What can you bring to our team?
Join us!