North Tonawanda • 50 milesRemote · Hybrid · Onsite · Field · All Environments
North Tonawanda • 50 milesRemote · Hybrid · Onsite · Field · All Environments
North Tonawanda • 50 milesRemote · Hybrid · Onsite · Field · All Environments
North Tonawanda • 50 milesRemote · Hybrid · Onsite · Field · All Environments
241 client associate jobs at 121 companies in North Tonawanda, NY
1mo
Save
Mark Applied
Hide
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
1mo
Save
Mark Applied
Hide
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.
1mo
Save
Mark Applied
Hide
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
2w
Save
Mark Applied
Hide
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
Save
Mark Applied
Hide
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
Save
Mark Applied
Hide
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
Save
Mark Applied
Hide
Client Experience Associate, Investly
Toronto or Mississauga
$79k-$96k/yr HybridFull Time
3+ YOERequires 3+ years in financial services, client-facing experience in a metrics- and data-driven organization, a university degree or equivalent experience, strong communication and problem-solving skills, and digital tool proficiency.
Android, iOS, LinkedIn Hiring Assistant
2mo
Save
Mark Applied
Hide
PIA Client Service Associate
Toronto, Ontario, Canada
$43k-$57k/yr OnsiteFull Time
1+ YOE1–2 years relevant experience preferred, undergraduate or community college diploma preferred, licensed as an Investment Representative (IR) with CIRO, strong communication and client service skills, knowledge of wealth management and compliance.
2w
Save
Mark Applied
Hide
Client Onboarding Associate Analyst
Getzville, New York, United States
$55k-$68k/yr HybridFull Time
Client-facing operations role supporting account opening and maintenance, document verification, regulatory reviews, and client communication; bachelor\u0002s degree or equivalent required.
5d
Save
Mark Applied
Hide
Wealth Management Client Associate
Williamsville, New York, United States
$25-$44/hr OnsiteFull Time
High school diploma or equivalent; client service, communication, organizational, judgment, discretion, and technology skills required. FINRA credentials, investment knowledge, and client experience preferred.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
1mo
Save
Mark Applied
Hide
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.
5d
Save
Mark Applied
Hide
Client Service Associate
Middletown or St. Louis or New York City or San Francisco or Baltimore or London or Frankfurt or Toronto
$42k-$63k/yr OnsiteFull Time
2+ YOEHigh school diploma or equivalent, two years of clerical or related industry experience, strong administrative, customer service, communication, critical thinking, and Microsoft Office skills.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Outlook
2mo
Save
Mark Applied
Hide
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
2w
Save
Mark Applied
Hide
Client Onboarding Associate Analyst
Getzville, New York, United States
$55k-$68k/yr HybridFull Time
Client-facing or operations experience, knowledge of capital market products, strong analytical, communication and organization skills; Bachelor’s degree or equivalent experience required.
1mo
Save
Mark Applied
Hide
Private Client Administration Associate
Toronto, Ontario, Canada
$43k-$71k/yr HybridFull Time
Provide accurate, timely administrative support for high‑net‑worth client requests; follow custodian/compliance procedures; strong attention to detail and Excel/Word proficiency.
Microsoft Excel, Microsoft Word
1mo
Save
Mark Applied
Hide
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
5d
Save
Mark Applied
Hide
Wealth Management Client Associate
Williamsville, New York, United States
$25-$44/hr OnsiteFull Time
High school diploma/GED required; client service, communication, adaptability, judgment, and computer skills required. FINRA SIE, Series 7/66, or equivalent credentials and financial services experience preferred.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
3w
Save
Mark Applied
Hide
Client Success Associate (Bilingual, French/English)
Canada or Toronto
$68k-$79k/yr HybridFull Time
3+ YOE3+ years client-facing or account management experience, bilingual French/English fluency, strong communication, ownership, data and CRM proficiency, and ability to manage partner programs end-to-end.
Salesforce
1w
Save
Mark Applied
Hide
Client Service Associate (9-Month Contract)
Vancouver or Toronto
$55k-$65k/yr OnsiteContract
3+ YOERequires 3+ years in financial services operations or client services, registered plan and Canadian securities knowledge, CRM and Microsoft Office proficiency, and strong communication, accuracy, and problem-solving skills.
Salesforce, Microsoft Outlook, Microsoft Excel, Microsoft Word, CRM
1w
Save
Mark Applied
Hide
Senior Associate, Client Service
Toronto, Ontario, Canada
OnsiteFull Time
2+ YOE2+ years market research experience with quantitative methods; CX programme exposure preferred; strong analytical, communication and project management skills.
Microsoft Office, SPSS