1mo
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Client Associate
Buffalo, New York, United States
$55k-$60k/yr OnsiteFull Time
Provide administrative support to financial advisors, maintain client records, prepare reports, educate clients on account services; ideally 3-5 years client service experience in finance, bachelor’s in finance/banking preferred, proficient in Microsoft Office.
Microsoft Office Suite
1mo
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Client Service Associate
Batavia, New York, United States
$44k-$67k/yr HybridFull Time
1+ YOEHigh school diploma/GED, 1+ years relevant experience, proficiency in Microsoft Office, relationship-building and adaptability, collaborative mindset; associate's degree or professional certification and client relationship experience preferred.
Microsoft Office
2w
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Client Service Associate
Toronto, Ontario, Canada
$43k-$71k/yr HybridFull Time
1+ YOE1-3 years client service experience in investment or banking, strong MS Office skills, client-facing financial services experience, ability to manage high volumes and collaborate across teams.
Microsoft Outlook, Microsoft Word, Microsoft Excel
2w
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Client Associate, Wood Gundy
Toronto, Ontario, Canada
$51k-$59k/yr OnsiteFull Time
Accredited Investment Representative (CIRO-ID) in good standing required; RR licensing an asset. Financial services/brokerage experience, strong analytical, client engagement and business development skills.
2mo
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Associate, Client Service
Toronto, Ontario, Canada
$55k-$65k/yr HybridContract
2+ YOE1-3 years in client services or agency roles; experience in advertising; strong communication; detail-oriented; multitask; cross-team coordination.
1w
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Client Success Associate
Toronto, Ontario, Canada
$80k-$89k/yr RemoteFull Time
Manage full client lifecycle, meet revenue targets, prospect and convert leads, coordinate delivery and renewals, maintain NPS and account health, and use Salesforce/Simple for tracking.
Salesforce, Simple
3w
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Client Experience Associate
Toronto, Ontario, Canada
$75k-$125k/yr OnsiteFull Time
5+ YOEBachelor's in finance preferred or equivalent experience; 5+ years in administrative/client-support roles in financial services; CSC/CPH and CIRO registration assets; strong communication and organizational skills.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft Teams, Salesforce, Croesus, AI tools
3w
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Client Service Associate
Markham or Toronto
HybridFull Time
2+ YOE2+ years administration or servicing individual insurance products preferred, bachelor’s degree preferred, proficiency in Microsoft Office/Excel and Salesforce, strong communication, organization, and client-service skills.
Microsoft Office, Microsoft Excel, Sales Force
3w
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Client Service Associate
Markham or Toronto
HybridFull Time
2+ YOE2+ years administration/servicing experience with individual insurance products preferred, Bachelor's degree preferred, proficiency with Microsoft Office/Excel and Sales Force, strong organization, communication, and client-service skills.
Microsoft Office, Microsoft Excel, Sales Force
1d
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Client Services Associate
Toronto, Ontario, Canada
$24-$29/hr OnsiteFull Time
Customer service experience in luxury retail or design setting preferred; strong communication, organization, Mac/iOS and Microsoft/Google app proficiency; ability to manage priorities and provide elevated client service.
Mac Operating System, IOS devices, Microsoft Office, Google Applications
1mo
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Client Services Associate
Toronto, Ontario, Canada
$55k-$60k/yr OnsiteContract
1+ YOE1-3 years client services/operations experience in financial services; strong Microsoft Office skills; experience with regulatory documentation, tax reporting, wires, and custody operations preferred; CSC enrollment or completion preferred.
Olympic, Microsoft Office Suite
1mo
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Client Service Associate
Buffalo, New York, United States
$35k-$90k/yr OnsiteFull Time
Provide client service and administrative support to financial advisors; detail-oriented, strong Microsoft Office skills, willingness to obtain securities licenses (Series 7/63/65/66). High school diploma required; college preferred.
Microsoft Office, Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, MSOnline, eSign, eAuthorization, Zoom
1mo
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Client Service Associate
Buffalo, New York, United States
$35k-$90k/yr OnsiteFull Time
High school diploma required (college preferred). Detail-oriented, strong Microsoft Office skills, client service experience preferred, willingness to obtain Series 7 and Series 66 or Series 63+65. Ability to manage transactions and administrative tasks.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, MSOnline, eSign, eAuthorization, Zoom
1w
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Client Scheduling Associate (Toronto)
Toronto, Ontario, Canada
$18-$21/hr HybridFull Time
Provide client scheduling and support via phone and email; strong customer service, written and verbal communication, attention to detail, organization, and multitasking skills.
2w
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Private Client Associate
Toronto, Ontario, Canada
$46k-$70k/yr OnsiteFull Time
2+ YOEUniversity degree, CSC, minimum 2 years in investment industry or similar, advanced MS Office (Excel, Word, PowerPoint) proficiency, ability to work under pressure; CFA enrollment is a plus.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint
2w
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Client Service Associate
Toronto, Ontario, Canada
$36k-$66k/yr OnsiteFull Time
3+ YOE3–5 years relevant experience; knowledge of investment and administrative processes; licensed as Investment Representative with CIRO; strong communication, organization, compliance, and analytical skills.
2mo
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Client Services Associate
Austin or Toronto
$42k-$45k/yr HybridFull Time
0+ YOEBachelor’s degree required; entry-level; strong English communication and customer service; on-site in Austin, TX; hybrid option; USD salary 42k-45k per year.
MS Office
2mo
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PIA Client Relationship Associate
Toronto, Ontario, Canada
$45k-$59k/yr OnsiteFull Time
1+ YOEProvide client relationship and admin support to Investment Advisors; 1–2 years experience; licensed as Registered Representative with CIRO; strong communication.
CRM software, Investment research tools, Microsoft Office
2w
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Wealth Management Client Associate
Williamsville, New York, United States
$25-$44/hr HybridFull Time
Provide client service and cashiering support for financial advisors; strong communication, attention to detail, and computer skills; high school diploma/GED required.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
3w
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Client Services Associate - Future Opportunities
Toronto, Ontario, Canada
$45k-$62k/yr HybridFull Time
Exceptional communicator with drive for generating revenue, strong organization/project skills, interest or background in research/business/financial markets, comfortable in metric-driven environment and consultative client engagement.
LinkedIn, Notion