Client Service Associate

7 days ago

Burlington, Ontario, Canada Staffix Full time US$55,000 - US$70,000 per year

Our client a well-established and growing independent wealth management practice is seeking a detail-oriented and client-focused Client Service Associate to join their team. This role is ideal for someone who is passionate about delivering exceptional client service, thrives in a fast-paced environment, and is looking to grow their career in the financial services industry.

Key Responsibilities:

  • Assist in managing a portfolio of clients to support relationship retention and growth.

  • Deliver consistent, high-quality service in all client interactions.

  • Respond to day-to-day client requests and inquiries, including money movement (e.g., wires, transfers), account updates, and technology-related support.

  • Generate reports and documentation for advisors and clients as required.

  • Maintain accurate and up-to-date client databases and files.

  • Ensure compliance with internal risk management and privacy protocols.

Qualifications & Skills:

  • 1–2 years of experience in a similar role within the financial services industry.

  • Post-secondary education in a related field is preferred (or equivalent experience).

  • Strong interpersonal and communication skills; able to build and maintain effective client relationships.

  • Excellent organizational and time management abilities; able to manage multiple priorities.

  • Proficiency in Microsoft Office 365, including Word, Excel, Outlook, PowerPoint, and SharePoint.

Compensation:

  • Competitive base salary: $55,000 – $70,000 per year (commensurate with experience).

  • Additional variable compensation may be available (e.g., bonuses, revenue sharing).

  • Client Service

    7 days ago

    Burlington, Ontario, Canada Cherry Hill Private Wealth - Harbourfront Wealth Management Full time $55,000 - $70,000 per year

    Location:Burlington, ON - QEW and Walkers LineType:Full-Time or Part-Time | On-Site / Hybrid. This is intended as a full time role, but could be modified to part-time for the right candidate who perhaps would like to drop their kids off and pick them up at school or has other similar obligations, but who is able to work 5 hours per day in the middle, 5 days...

  • Customer Service Associate

    7 days ago

    Burlington, Ontario, Canada Value Village Full time $35,000 - $55,000 per year

    Description Position at Value VillageJob Title: Customer Service AssociateWho we are:As one of the largest for-profit thrift operators in the United States, Canada and Australia for value priced pre-owned clothing, accessories and household goods, our mission is to champion reuse and inspire a future where secondhand is second nature. We supply our stores...

  • PIC Wealth Associate

    2 weeks ago

    Burlington, Ontario, Canada Scotiabank Full time $60,000 - $120,000 per year

    Requisition ID: Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.The Wealth Associate role has been created as a means to develop client- focused talent in Private Investment Counsel. Wealth Associates will be supported in their development through the Wealth Associate Advancement Program (WAAP) and by...

  • Reception + Retail Associates

    6 days ago

    Burlington, Ontario, Canada Tommy Gun's Original Barbershop Full time $17,000 - $22,000 per year

    Exciting Opportunity: Join Our Growing Team at Tommy Guns BurlingtonTommy Gun's is on the hunt for dynamic and enthusiastic individuals to fill the crucial roles of Front Desk Reception + Retail Associates. We want YOU to be a part of our exciting journey We are not just looking for employees; we are seeking passionate Reception + Retail Associates who...

  • Associate

    1 week ago

    Burlington, Ontario, Canada RBC Full time $40,000 - $60,000 per year

    Job DescriptionWhat is the opportunity?The RBC Dominion Securities Burlington branch is currently seeking an Associate to join an advisory team.  By joining the team, you will participate in growing the business by providing exceptional and efficient service and by taking care of administrative duties related to client accounts and by responding to client...

  • Client Executive, Financial Services

    2 weeks ago

    Burlington, Ontario, Canada TransUnion Full time $80,000 - $120,000 per year

    TransUnion's Job Applicant Privacy NoticeWhat We'll BringAt TransUnion, we are dedicated to finding ways information can be used to help people make better and smarter decisions. As a trusted provider of global information solutions, our mission is to help people around the world access the opportunities that lead to a higher quality of life, by helping...

  • Cash & Customer Service Associate

    2 weeks ago

    Burlington, Ontario, Canada Langford Group Rx Full time $35,000 - $45,000 per year

    Brant Arts Pharmacy has been proudly serving the Burlington and surrounding area for 60 years We are looking for a part-time Cash & Customer Service Associate to join our growing team. If you are a candidate looking to utilize and expand your strong customer service and communication skills, we would encourage you to apply.Job Description:Work closely with...

  • Associate Project Manager

    2 weeks ago

    Burlington, Ontario, Canada The Wendy's Company Full time $60,000 - $90,000 per year

    OverviewThe Associate Project Manager (APM) is fast paced, highly interactive role which directly manages Wendy's Marketing initiatives, core product changes, Quality Supply Chain Co-Op (QSCC) projects and other supply assurance projects that support new and iconic Wendy's products and concepts.  The environment of the quick service restaurant industry...

  • Client Advisor

    2 weeks ago

    Burlington, Ontario, Canada RBC Full time $45,000 - $65,000 per year

    Job DescriptionWhat is the opportunity?This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, you help clients with their everyday banking, As an RBC ambassador, you add value in the moments that matter most to clients and collaborate with RBC partners to help...

  • Customer Service Manager

    2 weeks ago

    Burlington, Ontario, Canada Walmart Full time $60,000 - $80,000 per year

    Position Summary...Working as a Customer Service Manager at Walmart Canada is a great way to develop your skills in the retail industry. A Customer Service Manager coordinates front end operations to provide exceptional customer service to ensure a positive shopping experience and customer loyalty. This role is also accountable for maintaining compliance for...