Position Details What You Will Do The Life Advisory Insurance Support Associate is the first point ... Maintain and update client records in the CRM system, ensuring that all information is current and ...
Position Details What You Will Do The Life Advisory Insurance Support Associate is the first point ... Maintain and update client records in the CRM system, ensuring that all information is current and ...
Client Services Associate (Part-Time)
Burlington, ON · On-site
$22/hr
Client Services Associate Employment: Part-Time (20 hours/week) Location: Burlington, ON (In Office ... As an integral part of the customer-facing team, this role provides support and guidance to ...
Client Services Associate (Part-Time)
Burlington, ON · On-site
$22/hr
Client Services Associate Employment: Part-Time (20 hours/week) Location: Burlington, ON (In Office ... As an integral part of the customer-facing team, this role provides support and guidance to ...
Client Services Associate Employment: Part-Time (20 hours/week) Location: Burlington, ON (In Office ... As an integral part of the customer-facing team, this role provides support and guidance to ...
Quick apply
Client Services Associate Employment: Part-Time (20 hours/week) Location: Burlington, ON (In Office ... As an integral part of the customer-facing team, this role provides support and guidance to ...
Client Services Associate (Part-Time)
Burlington, ON · On-site
CA$22/hr
Client Services Associate Employment: Part-Time (20 hours/week) Location: Burlington, ON (In Office ... As an integral part of the customer-facing team, this role provides support and guidance to ...
Quick apply
Client Services Associate (Part-Time)
Burlington, ON · On-site
CA$22/hr
Client Services Associate Employment: Part-Time (20 hours/week) Location: Burlington, ON (In Office ... As an integral part of the customer-facing team, this role provides support and guidance to ...
Client Services Associate - Training Centre (Full-Time)
Richmond Hill, ON · On-site
CA$22/hr
Client Services Associate Employment: Full-Time (40 hours/week) Location: Richmond Hill, ON (In ... Support instructor team at the location with in-class requests from students * Help students ...
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Client Services Associate - Training Centre (Full-Time)
Richmond Hill, ON · On-site
CA$22/hr
Client Services Associate Employment: Full-Time (40 hours/week) Location: Richmond Hill, ON (In ... Support instructor team at the location with in-class requests from students * Help students ...
Client Services Associate - Training Centre (Part-Time)
Richmond Hill, ON · On-site
CA$22/hr
Client Services Associate Employment: Part-Time (20 hours/week) Location: Richmond Hill, ON (In ... Support instructor team at the location with in-class requests from students * Help students ...
Quick apply
Client Services Associate - Training Centre (Part-Time)
Richmond Hill, ON · On-site
CA$22/hr
Client Services Associate Employment: Part-Time (20 hours/week) Location: Richmond Hill, ON (In ... Support instructor team at the location with in-class requests from students * Help students ...
Client Services Associate Employment: Part-Time (20 hours/week) Location: Richmond Hill, ON (In ... Support instructor team at the location with in-class requests from students * Help students ...
Client Services Associate Employment: Part-Time (20 hours/week) Location: Richmond Hill, ON (In ... Support instructor team at the location with in-class requests from students * Help students ...
Client Services Associate Employment: Full-Time (40 hours/week) Location: Richmond Hill, ON (In ... Support instructor team at the location with in-class requests from students * Help students ...
Client Services Associate Employment: Full-Time (40 hours/week) Location: Richmond Hill, ON (In ... Support instructor team at the location with in-class requests from students * Help students ...
Client Services Associate Employment: Full-Time (40 hours/week) Location: Richmond Hill, ON (In ... Support instructor team at the location with in-class requests from students * Help students ...
Quick apply
Client Services Associate Employment: Full-Time (40 hours/week) Location: Richmond Hill, ON (In ... Support instructor team at the location with in-class requests from students * Help students ...
Client Services Associate Employment: Part-Time (20 hours/week) Location: Richmond Hill, ON (In ... Support instructor team at the location with in-class requests from students * Help students ...
Quick apply
Client Services Associate Employment: Part-Time (20 hours/week) Location: Richmond Hill, ON (In ... Support instructor team at the location with in-class requests from students * Help students ...
Support Worksite's instructor team with in-class student requests * Follow up with existing clients to support them with any questions about their training purchases * Explore customer needs through ...
Support Worksite's instructor team with in-class student requests * Follow up with existing clients to support them with any questions about their training purchases * Explore customer needs through ...
Client Service Associate
Toronto, ON · On-site
CLIENT SERVICE ASSOCIATE, Successful Investor Wealth Management Inc. We are an established wealth ... Foster strong long-lasting relationships with clients by providing exceptional client support and ...
New
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Client Service Associate
Toronto, ON · On-site
CLIENT SERVICE ASSOCIATE, Successful Investor Wealth Management Inc. We are an established wealth ... Foster strong long-lasting relationships with clients by providing exceptional client support and ...
New
Client Service Associate
Toronto, ON · On-site
CLIENT SERVICE ASSOCIATE, Successful Investor Wealth Management Inc. We are an established wealth ... Foster strong long-lasting relationships with clients by providing exceptional client support and ...
Quick apply
Client Service Associate
Toronto, ON · On-site
CLIENT SERVICE ASSOCIATE, Successful Investor Wealth Management Inc. We are an established wealth ... Foster strong long-lasting relationships with clients by providing exceptional client support and ...
Client Service Associate
Toronto, ON · Hybrid
CLIENT SERVICE ASSOCIATE, Successful Investor Wealth Management Inc. We are an established wealth ... Foster strong long-lasting relationships with clients by providing exceptional client support and ...
Client Service Associate
Toronto, ON · Hybrid
CLIENT SERVICE ASSOCIATE, Successful Investor Wealth Management Inc. We are an established wealth ... Foster strong long-lasting relationships with clients by providing exceptional client support and ...
Client Experience Associate
Toronto, ON · On-site
Supporting CPMs in all aspects of client relationship management, including preparing materials, scheduling, and organizing client meetings (in person or online); * Ensuring that all reports and ...
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Client Experience Associate
Toronto, ON · On-site
Supporting CPMs in all aspects of client relationship management, including preparing materials, scheduling, and organizing client meetings (in person or online); * Ensuring that all reports and ...
Overview A Desktop Support Associate plays a crucial role in ensuring the smooth operation of Bank ... Strong understanding of Microsoft server & client operating systems. * Familiarity with ...
Overview A Desktop Support Associate plays a crucial role in ensuring the smooth operation of Bank ... Strong understanding of Microsoft server & client operating systems. * Familiarity with ...
Client Service Associate
CA$42K - CA$71K/yr
As a Client Service Associate at CI Financial, you will be instrumental in collaborating with ... Collaborate within a team approach to support Advisors in process-related matters and handle ...
Client Service Associate
CA$42K - CA$71K/yr
As a Client Service Associate at CI Financial, you will be instrumental in collaborating with ... Collaborate within a team approach to support Advisors in process-related matters and handle ...
Support Worksite's instructor team with in-class student requests * Follow up with existing clients to support them with any questions about their training purchases * Explore customer needs through ...
Quick apply
Support Worksite's instructor team with in-class student requests * Follow up with existing clients to support them with any questions about their training purchases * Explore customer needs through ...
As an integral part of the customer-facing team, this role provides support and guidance to ... The Client Services Associate sees that clients and prospective clients have an amazing experience ...
Quick apply
As an integral part of the customer-facing team, this role provides support and guidance to ... The Client Services Associate sees that clients and prospective clients have an amazing experience ...
Client Services Team Lead
Burlington, ON · On-site
... support the Client Services team to ensure that the customers journey, as well as the Client Services Associate's work experience, is a fantastic one! Based out of theBurlington, ON head office, this ...
Quick apply
Client Services Team Lead
Burlington, ON · On-site
... support the Client Services team to ensure that the customers journey, as well as the Client Services Associate's work experience, is a fantastic one! Based out of theBurlington, ON head office, this ...
Client Support Associate information
What does a Client Support Associate do?
How does a Client Support Associate typically collaborate with other departments to resolve customer issues?
What are the key skills and qualifications needed to thrive as a Client Support Associate, and why are they important?
What is the difference between Client Support Associate vs Customer Service Representative?
| Aspect | Client Support Associate | Customer Service Representative |
|---|---|---|
| Required Credentials | High school diploma or equivalent; some roles may prefer post-secondary education | High school diploma or equivalent; on-the-job training often provided |
| Work Environment | Corporate offices, call centers, or remote settings; focused on client accounts | Retail stores, call centers, or online support; general customer interactions |
| Employer & Industry Usage | Financial services, tech companies, consulting firms | Retail, telecom, hospitality, and various service industries |
While both roles involve assisting customers, a Client Support Associate typically handles specialized client accounts in professional settings, requiring specific industry knowledge. Customer Service Representatives often provide general support across various industries, focusing on broad customer inquiries. The roles differ mainly in scope and industry focus, but both aim to ensure customer satisfaction and retention.

Life Insurance Support Associate - Contract
Thornhill, ON • On-site
Full-time
Life, Retirement
Re-posted 10 days ago
Job description
CCG Advisory Services offers Members and customers trusted life and health insurance and life advisory services that put people's needs first. We provide a dynamic and professional environment which strives to offer the ultimate customer experience. We share in each other's successes, drive change and support each other while cultivating a great working environment to deliver on what is best for the customer.
Are you ready to join an award-winning, purpose-driven culture? Welcome to the CAA Club Group of Companies (CCG), where purpose leads to passion!
At CCG, we are committed to delivering an exceptional Associate experience. We offer:
Work-life harmony with access to an award-winning holistic wellness program,
Continuous learning through our robust corporate curriculum and education reimbursement program,
Incredible rewards, travel incentives, and product and service discounts,
Pay-for-performance and best-in-class recognition programs, and
Competitive benefits that include a defined contribution plan, personal spending account, and so much more
Join our growing team where everyone belongs!
Please note, salary range is not inclusive of total compensation. The expected salary range for this position will be impacted by factors such as the successful candidate's skills, experience and working location, as well as the specific position's business line, scope and level. Candidates with salary expectations outside of the range are encouraged to apply.
The Life Advisory Insurance Support Associate is the first point of contact for clients to answer questions, provide updates on their applications, and resolve any issues that arise during the underwriting process. They will also assist the life insurance sales team by preparing quotes, processing applications, and following up on pending cases.
- Maintain and update client records in the CRM system, ensuring that all information is current and accurate
- Ensure all sales activities comply with company policies, industry regulations, and legal requirements
- Contact clients for renewal of Accidental Death and Health Plans
- Analyze data to identify trends and provide insights
- Post-secondary education in Business Administration, Finance or a related field
- Obtained or currently in progress of obtaining Insurance License
- Currently in the insurance industry or new graduates with the desired degrees or licenses
- Desire to grow in the life insurance industry
- Competitive total compensation and benefits package
- Annual shared success program based on performance
- Annual merit increases based on performance
- DC Pension Plan with a matching contribution component
- Complimentary CAA Membership
Please note that we may use AI tools to help us through the recruitment process.
Please note that internal applicants are asked to formally express their interest by applying online no later than 10 business days of the position being posted
We are an equal opportunity employer and are committed to providing employment accommodation in accordance with all applicable Provincial Human Rights and Accessibility Legislation. CCG will provide accommodations to job applicants with disabilities throughout the recruitment process. If you require an accommodation, please notify us and we will work with you to meet your needs