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Client service associate Jobs in Calgary, AB

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Client service associate • calgary ab

Last updated: 10 days ago

Wealth Associate (On-Site)

National BankCalgary, Alberta
Full-time +2

A career as a Wealth Associate at National Bank is a job where you can showcase your ability to work in synergy with clients and colleagues.In this role, you will help wealth advisors to stand out ... Show more

 • Promoted

Service client bilingue - Travail à domicile - Horaire flexible

Teladoc HealthCalgary, Alberta
Remote
Full-time

The Tier 1 Patient and Member Support Representative plays a critical role in providing outstanding customer service to patients and members within a call center environment.This position involves ... Show more

Client Service Manager.

Paladin SecurityCalgary, Alberta
Full-time

This position oversees a portfolio of clients and leads security operations across multiple sites.As the primary point of contact, this role ensures service excellence, operational efficiency, and ... Show more

Associate (On-Site)

National BankCalgary, Alberta
Full-time +2

A career as an Associate in the Wealth Management team at National Bank, will give you the opportunity to show your ability to work in synergy with clients and colleagues.In this role, you will hel... Show more

 • Promoted

Bilingual Senior Client Service Advisor, Trade

0000050007 Royal Bank of CanadaCALGARY, Alberta, Canada
Full-time

Join our growing Client Service team and play a key role in delivering a differentiated servicing experience for strategic, high value clients.RBC’s Transaction Banking team provides comprehensive ... Show more

Customer Service Associate

Savers / Value VillageCalgary, AB, CA
Full-time +1

Job Title: Customer Service Associate.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 goo... Show more

Sr. Technical Project Manager - Client Service Delivery

DataVisorCalgary, AB, CA
Remote
Full-time
Quick Apply

DataVisor is the world’s leading AI-powered Fraud and Risk Platform that delivers the best overall detection coverage in industry.With an open SaaS platform that supports easy consolidation and enr... Show more

Remote Customer Service Associate - $21.50 / hour

Tim's FinancialCalgary, Alberta
Remote
Full-time

Our Customer Experience team is a group of top performers who work in a highly collaborative setting to ensure advancement of our systems and delivery of the highest quality experience.Think of it ... Show more

Client Success Specialist

Blackline SafetyCalgary, AB, CA
Full-time
Quick Apply

Our team at Blackline Safety is growing! As a people-driven technology company, with a mission to make sure every worker returns home safely, we drive innovation, practice resiliency, demonstrate l... Show more

Client Service Representative - $21.50/h - Remote

JunkLuggers CanadaCalgary, Alberta
Remote
Full-time

At the Junkluggers, we take great pride in our commitment to providing exceptional customer service and preserving the environment.We are dedicated to supporting our local communities and doing our... Show more

Client Experience Coordinator

MK Auto GroupCalgary, Alberta, Canada
Full-time
Quick Apply

Be the First Face of Exceptional Service.MK Auto Group is a leader in collision repair, known for delivering outstanding service and top-quality repairs.We’re looking for a professional and persona... Show more

Client Services Advisor

Carina SoftwareCalgary, Alberta, .CA
Full-time
Quick Apply

Omnira specializes in software solutions for the oil and gas industry to help exploration and production (E&P) companies make better capital investments and operations decisions.Its solutions suppo... Show more

Client Experience Leader - Calgary

Hello World RecruitmentCalgary, AB, CA
Full-time

We are currently recruiting for a.Step into a key leadership role influencing both Commercial and Personal Lines service teams.Competitive compensation package with full benefits.Make a meaningful ... Show more

Client Service Representative

019986 Hub International Canada West ULC (Canada West)Fisher Street SE,AB,Calgary
Full-time

Client Service Representative - Employee Benefits.HUB International’s National Employee Benefits and Retirement Team is dedicated to driving growth and excellence across Canada by supporting our re... Show more

Client Success Engineer

Revsolz CorpCalgary, AB, CA
Full-time
Quick Apply

Hey there, Customer Champions!.Are you a people-oriented professional with a passion for fostering strong relationships with clients?.Client Success Engineer/Specialist to join our team in Calgary!... Show more

Client Accounting Manager

FirstService ResidentialCalgary, AB, CA
Full-time

Reporting to the Vice President The Manager, Client Accounting Investment Properties, provides direction and support to the Property Accounting team.The primary responsibilities of this position in... Show more

Client Relationship Manager

Company 1 - The Manufacturers Life Insurance CompanyCAN, Alberta, Calgary, 550 6th Avenue SW, Suite 1200
Full-time

This is an opportunity to join the Canada Retirement team at Manulife.The CRM is a key field office relationship management role supporting the overall client experience and retention of corporate ... Show more

Client Service Associate, BMO Nesbitt Burns

BMOCalgary, AB, CAN
Full-time +1

Supports one or more Investment Advisors (IAs) and IA Team and staff, and branch operations with day-to-day administration and provides exceptional client service to support achievement of business... Show more

Bilingual Senior Client Service Advisor, Trade

Royal Bank of Canada>CALGARY, Canada
Full-time

Join our growing Client Service team and play a key role in delivering a differentiated servicing experience for strategic, high value clients.RBC’s Transaction Banking team provides comprehensive ... Show more

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The cities near Calgary, AB that boast the highest number of client service associate jobs are:
Wealth Associate (On-Site)

Wealth Associate (On-Site)

National BankCalgary, Alberta
30+ days ago
Job type
  • Full-time
  • Part-time
  • Permanent
Job description
Attendance On-Site Job number 31100 Category Professional Status: Permanent Type of Contract Permanent Schedule: Full-Time Full Time / Part Time? Full-Time Posting date 18-Feb-2026 Area(s) of interest: Wealth management Location(s): Calgary

A career as a Wealth Associate at National Bank is a job where you can showcase your ability to work in synergy with clients and colleagues. In this role, you will help wealth advisors to stand out by offering exceptional customer service that will have a positive, long-term impact on our clients.

The ideal candidate would have 3-5 years experience and be licensed. Trading experience would be an asset.

Your job:

  • Support investment advisors in providing superior customer service and be available to meet client requests
  • Carry out routine operations related to financial transactions (e.g., purchases and sales of securities, necessary transaction adjustments)
  • Carry out deposit, withdrawal, transfer, and currency conversion instructions for all investment accounts and ensure diligent follow-up
  • Analyze, open, and update client files
  • Produce portfolio management reports
  • Carry out the administrative management of client files by managing agendas, scheduling appointments, and preparing client meetings
  • Ensure adherence to compliance and risk management rules

Your team:

National Bank Financial – Wealth Management is the fifth largest investment brokerage firm in Canada. We have close to 1,000 investment advisors who manage the assets of more than 400,000 clients in about 100 branches. Reporting to the regional manager, you will team up with a wealth advisor to offer an exceptional client experience. Collaboration and partnership will be key to your success.

We want to contribute to your quality of life by offering you as much flexibility as possible in your work. For example, we offer a hybrid (remote and in the office) work model, work schedule arrangements to help you achieve work/life balance, and flexible leave that you can take when it's important to you.

Prerequisites:

  • Completed college and/or university diploma in a related field
  • Two years of relevant experience in the banking (“back office”), insurance, and/or financial industry
  • Completion of the Canadian Securities Course (CSC) and/or Conduct and Practices Handbook Course
  • Excellent knowledge of the Microsoft Office suite
  • Excellent customer service skills

#INDGP

Languages: English

Skills

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Communication Critical Thinking Information Analysis Multitasking Organization Skills Problem Solving Stress Management Teamwork Wealth Management Cybersecurity Accountability Client-focused Detail-oriented Digital literacy Initiative Your benefits In addition to competitive compensation, upon hiring you’ll be eligible for a wide range of flexible benefits to help promote your wellbeing and that of your family such as:
* Health and wellness program, including many options * Flexible group insurance * Generous pension plan * Employee Share Ownership Plan * Employee and family assistance program * Preferential banking services * Involvement in community initiatives * Telemedicine service * Virtual sleep clinic
We have an offer that keeps up with trends as well as your needs and those of your family.
Our dynamic work environments and cutting-edge collaboration tools foster a positive employee experience. We value employees’ ideas. Whether through our surveys or programs, regular feedback and ongoing communication are encouraged.
Making a bold move in a people-first environment We’re a bank on a human scale that stands out for its courage, entrepreneurial culture, and passion for people. Our mission is to have a positive impact on people’s lives. Our core values of partnership, agility, and empowerment inspire us, and inclusion is central to our commitments. We aim, wherever possible, to provide a barrier-free and accessible environment to all employees.
We strive to provide accessibility measures throughout the recruitment process within the limits of our available resources. If you require accommodations, feel free to let us know during our initial conversations. We welcome all candidates! What can you bring to our team?
Join us! Une carrière en tant que ConseillerAs a Senior Legal Advisor in the Legal