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Customer Associate Representative Jobs in Ontario

Client Associate

Toronto, ON · On-site

CA$26 - CA$30.35/hr

It is an asset if you are Registered Representative (RR) licensed. * Financial Services and/or ... Customer Experience (CX), Developing Proposals, Financial Products, Investment Portfolios ...

New

Client Associate

Toronto, ON

CA$26 - CA$30.35/hr

It is an asset if you are Registered Representative (RR) licensed. * Financial Services and/or ... Customer Experience (CX), Developing Proposals, Financial Products, Investment Portfolios ...

New

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Customer Associate Representative information

What does a customer associate representative do?

A Customer Associate Representative is responsible for assisting customers with inquiries, resolving issues, and providing information about products or services. They often communicate with customers via phone, email, or chat, ensuring customer satisfaction and maintaining positive relationships. Their duties may also include processing orders, handling complaints, and updating customer records. Strong communication and problem-solving skills are essential for success in this role.

What are the key skills and qualifications needed to thrive as a customer associate representative?

To thrive as a Customer Associate Representative, you need strong communication skills, problem-solving abilities, and a high school diploma or equivalent. Familiarity with customer relationship management (CRM) systems, call center software, and basic office applications is typically required. Outstanding interpersonal skills, patience, and the ability to remain calm under pressure set top performers apart in this role. These skills and qualities are crucial for effectively resolving customer inquiries, ensuring satisfaction, and maintaining positive company-client relationships.

What are some common challenges faced by customer associate representatives, and how can they be successfully managed?

Customer Associate Representatives often encounter challenges such as handling difficult or upset customers, managing high call volumes, and quickly resolving a variety of issues. Successful representatives develop strong communication skills, patience, and adaptability to address customer concerns effectively. Many organizations provide ongoing training and mentorship, enabling associates to learn conflict resolution techniques and product knowledge, which are essential for overcoming these challenges and ensuring customer satisfaction.

What are the most commonly searched types of Customer Representative jobs in Ontario?

The most popular types of Customer Representative jobs in Ontario are:

What cities in Ontario are hiring for Customer Associate Representative jobs?

Cities in Ontario with the most Customer Associate Representative job openings:

Client Associate

Toronto, ON • On-site

CA$26 - CA$30.35/hr

Part-time

Posted 2 days ago

New


Job description

We're building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what's right for our clients.

At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and what they contribute.

To learn more about CIBC, please visit CIBC.com

What you'll be doing

As a Client Associate, you will work closely with Investment Advisors at CIBC Wood Gundy to help manage their portfolios and develop new business. You will directly engage with high-net-worth clients to offer support, uncover business opportunities, and proactively improve the client experience.

At CIBC we enable the work environment most optimal for you to thrive in your role. To successfully perform the work, you'll be on-site.

The expected hourly rate of pay range for this role is $26.00 to $30.35.

The hourly rate is determined by a variety of factors, including the candidate's skills, experience, and job-related knowledge, as well as geographic location and specific business needs. Our compensation philosophy supports ongoing growth and development, enabling progression within the salary range as team members advance in their roles.

We are committed to providing fair, equitable, and competitive compensation opportunities for all employees and we encourage open conversations about compensation throughout the recruitment process.

How you'll succeed

  • Client Engagement - Focus on each client's experience and connect on a personal level to make every interaction meaningful. Anticipate client needs and communicate promptly with your team to build trust and deepen client relationships. Identify activities, processes, and opportunities to improve the client experience.

  • Business Development - Proactively identify business opportunities for your team. Work closely with Investment Advisors to support business development activities and assist in the building of investment plans based on the client's profile, goals, and risk/reward tolerance.

  • Relationship Building - Heighten CIBC brand awareness in your community by attending local events and participating in marketing and outreach activities. Grow your network to create lasting connections that will generate future opportunities.

Who you are

  • You're a certified professional. You have current accreditation and are in good standing as an Investment Representative (IR) with Canadian Investment Regulatory Organization - Investment Dealer (CIRO-ID). It is an asset if you are Registered Representative (RR) licensed.

  • Financial Services and/or Brokerage industry experience and working knowledge of various quotation equipment is required.

  • You put our clients first. You engage with the purpose of finding the right solutions. You go the extra mile because it is the right thing to do.

  • You're driven to succeed. You are motivated by accomplishing your goals and delivering your best to make an impact.

  • You engage with your heart and mind. You care about people and understand different perspectives. You listen and learn from the experiences of others.

  • You understand that success is in the details. You notice things that others don't. Your critical thinking skills help to inform your decision making.

  • Values matter to you. You bring your real self to work, and you live our values - trust, teamwork, and accountability.

What CIBC Offers

At CIBC, your goals are a priority. We start with your strengths and ambitions as an employee and strive to create opportunities to tap into your potential.

  • We work to recognize you in meaningful, personalized ways including a competitive compensation, a banking benefit*, wellbeing support and additional offers such as employee and family assistance programs and MomentMakers, our social, points-based recognition program.

  • Our spaces and technological toolkit will make it simple to bring together great minds to create innovative solutions that make a difference for our clients.

*Subject to program terms and conditions

What you need to know

  • CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong. We seek applicants with a wide range of abilities and we provide an accessible candidate experience. If you need accommodation, please contact Mailbox.careers-carrieres@cibc.com

  • CIBC is committed to clarity in our hiring process. All roles posted are opportunities we're actively recruiting for, unless stated otherwise.

  • You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit

  • We may ask you to complete an attribute-based assessment and other skills test (such as simulation, coding, French proficiency).

  • We use artificial intelligence tools during the recruitment process. Our goal for the application process is to get to know more about you, all that you have to offer, and give you the opportunity to learn more about us.

Expected End Date

2027-09-17

Job Location

Toronto-181 Bay St. 6th

Employment Type

Temporary (Fixed Term)

Weekly Hours

1

Skills

Analytical Thinking, Business Development, Business Documentation, Customer Experience (CX), Developing Proposals, Financial Products, Investment Portfolios, Marketing Activities, Transaction Banking, Work Collaboratively