Licensed Associate
Calgary, AB ยท On-site
... CRM tool to develop pipeline and opportunities for revenue and asset under administration growth Help draft the client financial newsletter by gathering information; preparing and editing articles ...
Calgary, AB ยท On-site
... CRM tool to develop pipeline and opportunities for revenue and asset under administration growth Help draft the client financial newsletter by gathering information; preparing and editing articles ...
Calgary, AB ยท On-site
... CRM tool to develop pipeline and opportunities for revenue and asset under administration growth Help draft the client financial newsletter by gathering information; preparing and editing articles ...
Calgary, AB ยท On-site
We're seeking a Customer Service Associate to join our team and deliver a great shopping experience ... Excellent customer service and relationship management skills are required * Strong organizational ...
Calgary, AB ยท On-site
We're seeking a Customer Service Associate to join our team and deliver a great shopping experience ... Excellent customer service and relationship management skills are required * Strong organizational ...
Cochrane, AB ยท On-site
We're seeking a Customer Service Associate to join our team and deliver a great shopping experience ... Excellent customer service and relationship management skills are required * Strong organizational ...
Cochrane, AB ยท On-site
We're seeking a Customer Service Associate to join our team and deliver a great shopping experience ... Excellent customer service and relationship management skills are required * Strong organizational ...
Calgary, AB ยท On-site
We're seeking a Customer Service Associate to join our team and deliver a great shopping experience ... Excellent customer service and relationship management skills are required * Strong organizational ...
Calgary, AB ยท On-site
We're seeking a Customer Service Associate to join our team and deliver a great shopping experience ... Excellent customer service and relationship management skills are required * Strong organizational ...
Calgary, AB ยท On-site
We're seeking a Customer Service Associate to join our team and deliver a great shopping experience ... Excellent customer service and relationship management skills are required * Strong organizational ...
Calgary, AB ยท On-site
We're seeking a Customer Service Associate to join our team and deliver a great shopping experience ... Excellent customer service and relationship management skills are required * Strong organizational ...
Calgary, AB ยท On-site
We're seeking a Customer Service Associate to join our team and deliver a great shopping experience ... Excellent customer service and relationship management skills are required * Strong organizational ...
Calgary, AB ยท On-site
We're seeking a Customer Service Associate to join our team and deliver a great shopping experience ... Excellent customer service and relationship management skills are required * Strong organizational ...
Okotoks, AB ยท On-site
We're seeking a Customer Service Associate to join our team and deliver a great shopping experience ... Excellent customer service and relationship management skills are required * Strong organizational ...
Okotoks, AB ยท On-site
We're seeking a Customer Service Associate to join our team and deliver a great shopping experience ... Excellent customer service and relationship management skills are required * Strong organizational ...
Calgary, AB ยท On-site
Maintain accurate lead, client, and activity information in our CRM * Ensure lead activities and follow-ups are properly tracked, updated, and completed * Maintain an organized prospect database
Calgary, AB ยท On-site
Maintain accurate lead, client, and activity information in our CRM * Ensure lead activities and follow-ups are properly tracked, updated, and completed * Maintain an organized prospect database
Calgary, AB ยท On-site
Maintain accurate lead, client, and activity information in our CRM * Ensure lead activities and follow-ups are properly tracked, updated, and completed * Maintain an organized prospect database
Quick apply
Calgary, AB ยท On-site
Maintain accurate lead, client, and activity information in our CRM * Ensure lead activities and follow-ups are properly tracked, updated, and completed * Maintain an organized prospect database
Calgary, AB ยท On-site
CA$53K/yr
Calgary The Vehicle Sales Associate is responsible for supporting the sale of Ryder's used ... Working closely with the Vehicle Sales Manager, this role combines customer relationship management ...
Calgary, AB ยท On-site
CA$53K/yr
Calgary The Vehicle Sales Associate is responsible for supporting the sale of Ryder's used ... Working closely with the Vehicle Sales Manager, this role combines customer relationship management ...
Internally this role is titled Associate Director, Revenue Operations* About The Role: We're ... Design and advise on lifecycle architecture, lead management, routing, automation, CRM/MAP ...
Quick apply
Internally this role is titled Associate Director, Revenue Operations* About The Role: We're ... Design and advise on lifecycle architecture, lead management, routing, automation, CRM/MAP ...
Calgary, AB ยท On-site
CA$22.50 - CA$28.33/hr
We strive to build deep and long-lasting relationships with our customers by performing a broad ... Associate. We are expecting an all-around champion who can understand customer needs and advise ...
Calgary, AB ยท On-site
CA$22.50 - CA$28.33/hr
We strive to build deep and long-lasting relationships with our customers by performing a broad ... Associate. We are expecting an all-around champion who can understand customer needs and advise ...
Calgary, AB ยท On-site
CA$22.50 - CA$28.33/hr
We strive to build deep and long-lasting relationships with our customers by performing a broad ... Associate. We are expecting an all-around champion who can understand customer needs and advise ...
Calgary, AB ยท On-site
CA$22.50 - CA$28.33/hr
We strive to build deep and long-lasting relationships with our customers by performing a broad ... Associate. We are expecting an all-around champion who can understand customer needs and advise ...
Calgary, AB ยท On-site
CA$22.50 - CA$28.33/hr
We strive to build deep and long-lasting relationships with our customers by performing a broad ... Associate. We are expecting an all-around champion who can understand customer needs and advise ...
Calgary, AB ยท On-site
CA$22.50 - CA$28.33/hr
We strive to build deep and long-lasting relationships with our customers by performing a broad ... Associate. We are expecting an all-around champion who can understand customer needs and advise ...
CA$22.50 - CA$28.33/hr
We strive to build deep and long-lasting relationships with our customers by performing a broad ... Associate. We are expecting an all-around champion who can understand customer needs and advise ...
CA$22.50 - CA$28.33/hr
We strive to build deep and long-lasting relationships with our customers by performing a broad ... Associate. We are expecting an all-around champion who can understand customer needs and advise ...
Okotoks, AB ยท On-site
CA$15/hr
Training & development Job Summary As a Sales Associate at Anytime Fitness Okotoks, you'll play a ... Comfortable working with technology (CRM systems, email, etc.) * Able to work a flexible schedule ...
Quick apply
Okotoks, AB ยท On-site
CA$15/hr
Training & development Job Summary As a Sales Associate at Anytime Fitness Okotoks, you'll play a ... Comfortable working with technology (CRM systems, email, etc.) * Able to work a flexible schedule ...
Calgary, AB ยท On-site
CA$22.50 - CA$28.33/hr
We strive to build deep and long-lasting relationships with our customers by performing a broad ... Associate. We are expecting an all-around champion who can understand customer needs and advise ...
Calgary, AB ยท On-site
CA$22.50 - CA$28.33/hr
We strive to build deep and long-lasting relationships with our customers by performing a broad ... Associate. We are expecting an all-around champion who can understand customer needs and advise ...
Calgary, AB ยท On-site
About the role As a Customer Experience Associate, you are the face, character and heart of our ... Nurturing rich, long-standing relationships * Contributing to the Branch's targets by identifying ...
Calgary, AB ยท On-site
About the role As a Customer Experience Associate, you are the face, character and heart of our ... Nurturing rich, long-standing relationships * Contributing to the Branch's targets by identifying ...
Associate, Wealth Solutions (West) Location: Calgary Reports to: Principal, Wealth Solutions About ... Maintain up to date client information in the CRM database including detailed meeting and call ...
Associate, Wealth Solutions (West) Location: Calgary Reports to: Principal, Wealth Solutions About ... Maintain up to date client information in the CRM database including detailed meeting and call ...
Associate, Wealth Solutions (West) Location: Calgary Reports to: Principal, Wealth Solutions About ... Maintain up to date client information in the CRM database including detailed meeting and call ...
Associate, Wealth Solutions (West) Location: Calgary Reports to: Principal, Wealth Solutions About ... Maintain up to date client information in the CRM database including detailed meeting and call ...
| Aspect | Customer Relationship Associate | Customer Service Representative |
|---|---|---|
| Required Credentials | High school diploma or equivalent; some roles prefer customer service or sales experience | High school diploma or equivalent; customer service experience often preferred |
| Work Environment | Office settings, client-facing roles, sales environments | Call centers, retail, office settings, customer support centers |
| Employer & Industry Usage | Banking, insurance, retail, telecommunications | Retail, telecom, hospitality, tech support |
| Common Search & Comparison Intent | Understanding roles involving client engagement and relationship building | Customer support and issue resolution |
The main difference is that a Customer Relationship Associate focuses on building and maintaining long-term client relationships, often involving sales and personalized service. In contrast, a Customer Service Representative primarily handles customer inquiries, complaints, and support issues. Both roles require strong communication skills and customer-focused credentials, but their daily tasks and objectives differ based on relationship management versus support functions.
The most popular types of Customer Relationship jobs in Calgary, AB are:
Cities near Calgary, AB with the most Customer Relationship Associate job openings:

Full-time
Re-posted 9 days ago
Job Description Our Calgary client is looking for a Licensed Investment Associate who will report to an Investment Advisor, and you will leverage your industry knowledge, business development and customer service skills to provide exceptional customer and financial services to our clients and internal partners. As the Investment Associate, you will: Research, analyze and execute trade orders across a portfolio of securities in an accurate and timely manner Process a variety of account activities (converting RRSP to RRIF, setting up RRIF payments, estates, beneficiary updates, etc.) Process a variety of transactions (ex: issuing cheques, deposits, contributions and withdrawals, incoming and outgoing transfers) Process trades and provide quotes Assist in researching products, services, and investment opportunities (equites, bonds, structured notes, discretionary products etc.) Assist with business development by coordinating opportunities with Centers of Influence, following up on prospective client leads, using a CRM tool to develop pipeline and opportunities for revenue and asset under administration growth Help draft the client financial newsletter by gathering information; preparing and editing articles; designing graphic presentation; preparing and distributing to clients Respond to client emails and phone calls in a timely, warm and friendly manner Proactively maintain current knowledge of policy and procedure changes within the firm and industry Commit to a rigorous follow up relating to all client transactions to ensure proper processing and minimize errors Maintain client files to ensure all documentation and notes are compliant within industry regulations. Acts as a resource person for clients (ex: generating specialized reports, questions about specific products) Provide client account reports, portfolio reviews, tax reports, etc
Perform other duties as assigned Your education and qualifications include: A minimum of 5 years' industry experience, preferably in an administrative, trading or operational capacity Diploma in business administration, accounting, finance, or similar field of study, Bachelor's degree preferred Professional designation such as PFP, CFA or CFP considered an asset Comprehensive knowledge of topics related to the financial and securities industry, including investment and insurance products and services Strong organizational skills with excellent attention to detail Demonstrate a reliable work ethic with the ability to manage multiple, competing priorities Ability to adapt quickly to changing needs and work requirements Customer-focused attitude with a commitment to providing extraordinary Demonstrate a high proficiency in Microsoft Office tools and financial software Conditions of Employment: Must be legally eligible to work in Canada Current and maintained registration as an IR, including completion of all courses and experience requirements, with IIROC with the ongoing requirement to fulfill Continuing Education requirements Completion of CSC and CPH A background check, satisfactory to the employer, will be required of the successful applicant prior to commencing employment If you are interested in this opportunity, please send a copy of your resume to Amy at aanderson@klopprichards.com quoting JOB-5637. Klopp Richards & Associates would like to thank all applicants in advance for their interest in this opportunity.