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Added 6 days ago
PIA Client Service Associate
TD
Kamloops, BC
Full-time
…value clients? If so, then get onboard for the position of PIA Client Service Associate. In this role, you will provide dedicated specialized administrative support to an Investment Advisor…
Added 6 days ago
PIA Client Service Associate
TD
Regina, SK
Full-time
…value clients? If so, then get onboard for the position of PIA Client Service Associate. In this role, you will provide dedicated specialized administrative support to an Investment Advisor…
Added 5 days ago
PIA Client Service Associate
TD
Saanich, BC
Full-time
…value clients? If so, then get onboard for the position of PIA Client Service Associate. In this role, you will provide dedicated specialized administrative support to an Investment Advisor…
Added 3 days ago
PIA Client Service Associate
TD
Mississauga, ON
Full-time
…value clients? If so, then get onboard for the position of PIA Client Service Associate. In this role, you will provide dedicated specialized administrative support to an Investment Advisor…
Added 6 days ago
Client Service Associate
BMO
Vancouver, BC · FBT
Full-time
…operations with day-to-day administration and provides exceptional client service to support achievement of business objectives. A client-focused role, committed to managing and growing…
Added 5 days ago
Client Service Associate, Private Wealth
BMO
Oakville, ON · OAKPLACE
Full-time
The Client Service Associate supports one or more Investment Advisors (IAs) and IA Team and staff, and Private Wealth branch operations with day-to-day administration and provides…
Added 1 day ago
Client Service Associate - Commercial Insurance
BFL CANADA
Vancouver, BC
Full-time
We are looking for a Client Service Associate to join our team in our Vancouver office!
Added 1 day ago
Client Service Associate - Real Estate Insurance
BFL CANADA
Vancouver, BC
Full-time
We are looking for a Client Service Associate to join our team in our Vancouver Office!
Added 26 days ago
Client Service Associate, Wealth Management - Owen Sound, 12-month contract
The Canada Life Assurance Company
Owen Sound, ON
In this position, you will provide administrative, operational, and client service support to one or more Advisors. This role is essential to maintaining efficient daily operations,…
Added 3 days ago
Client Service Associate, Wealth Management - Aurora, ON
The Canada Life Assurance Company
Toronto, ON
In this position, you will provide administrative, operational, and client service support to one or more Advisors. This role is essential to maintaining efficient daily operations,…
Added 1 month ago
Client Service Associate (CSA) - Planning & Scheduling - Temporary, Full-time
VON Canada (Ontario)
Brantford, ON
$19.61 to $20.84 CAD / hour
Full-time · Temporary
Are you passionate about health care and ready to make a meaningful impact in your community? As a Client Service Associate (CSA), you'll coordinate nursing and home support visits with our…
Added 3 days ago
Client Service Associate
BMO
Vancouver, BC · FBT
Full-time
…operations with day-to-day administration and provides exceptional client service to support achievement of business objectives. As this role contributes to the overall success of the…
Added 4 days ago
Client Service Associate (CSA) - Planning & Scheduling - Part-time 0.4
VON Canada (Ontario)
Mississauga, ON
$19.97 to $23.02 CAD / hour
Part-time
Are you passionate about health care and ready to make a meaningful impact in your community? As a Client Service Associate (CSA), you'll coordinate nursing and home support visits with our…
Added 3 days ago
Client Service Associate (CSA) - Planning & Scheduling - Part-time 0.4
VON Canada
Mississauga, ON
$19.97 to $23.02 CAD / hour
Part-time
Are you passionate about health care and ready to make a meaningful impact in your community? As a Client Service Associate (CSA), you'll coordinate nursing and home support visits with our…
Added 26 days ago
Client Service Associate, Wealth Management - St. Catharines
The Canada Life Assurance Company
St. Catharines, ON
Excellent client service skills are required.
Added 4 days ago
PIA Client Service Associate (Fixed Term Contract)
TD
Toronto, ON
Part-time
…value clients? If so, then get onboard for the position of PIA Client Service Associate. In this role, you will provide dedicated specialized administrative support to an Investment Advisor…
Added 5 days ago
PIA Client Service Associate
TD
Vancouver, BC
Full-time
…value clients? If so, then get onboard for the position of PIA Client Service Associate. In this role, you will provide dedicated specialized administrative support to an Investment Advisor…
Added 5 days ago
Private Trust Client Service Associate
TD
Toronto, ON
Full-time
Are you revered for your attention to detail and seamless service delivery to both client and your relationship manager? If so, then this can be a perfect for you. As Private Trust Client…
Added 5 days ago
Associate Program - Client Service (Montreal) - January 2027
Dialectica
Montreal, QC
Full-time
The Client Service Team is the revenue epicentre of our business. As an Associate in the CST, you will need to think quickly and critically, conduct high-level research into industries and…
Added 5 days ago
Client Service Associate
BMO
Calgary, AB · CALG
Full-time
…operations with day-to-day administration and provides exceptional client service to support achievement of business objectives. A client-focused role, committed to managing and growing…
Added 5 days ago
PIA Client Service Associate (12M STA)
TD
Whitby, ON
Full-time
…value clients? If so, then get onboard for the position of PIA Client Service Associate. In this role, you will provide dedicated specialized administrative support to an Investment Advisor…
Added 6 days ago
Client Service Associate
RBC
Montreal, QC
Full-time
…Dominion Securities is looking for a highly motivated and dynamic Client Service Associate. We seek a detail-oriented, proactive, and driven professional who is passionate about delivering…
Added 6 days ago
Client Service Associate
Royal Bank of Canada
Montreal, QC
Full-time
…Dominion Securities is looking for a highly motivated and dynamic Client Service Associate. We seek a detail-oriented, proactive, and driven professional who is passionate about delivering…
Added 6 days ago
Client Service Associate- EN
RBC Dominion Securities
Montreal, QC
Full-time
…Dominion Securities is looking for a highly motivated and dynamic Client Service Associate. We seek a detail-oriented, proactive, and driven professional who is passionate about delivering…
Added 11 days ago
Client Service Associate London, ON
Scotia Wealth Management
London, ON
Full-time
The Client Service Associate contributes to the overall success of the Client Administrative Services Regional team, ensuring specific individual goals, plans, initiatives are executed /…

DATA Communications Management Corp

Associate, Client Service

Richmond Hill, ON, Canada

Pay: $45,000 to $50,000 CAD / year
Job type: Full-time
Experience: Bachelor’s degree in Business, IT, Communications or related field with 1-3 years of experience in client support or IT support
Posting language: English
Posted: Aug 14, 2026

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Applications open in a new tab.

Original job description

Position: Associate, Client Service
Employment Type: Full Time Permanent
Vacancy Status: Existing Vacancy
Location: Richmond Hill, ON (Onsite)

Octacom, a division of DCM, is an enterprise software and services company focused on document and data management solutions. Octacom specializes in document management and workflow automation software, as well as document imaging and data capture services. Octacom’s core solutions focus on large scale digitization and financial process automation, enabling large enterprise clients across a wide range of industries to streamline and optimize their Accounts Payable and Accounts Receivable processes.

The Role

As an Associate, Client Service, you’ll play a key part in ensuring our clients receive outstanding support and seamless service, from onboarding new clients to managing ongoing requests and changes.

This is an onsite role working Monday to Friday in our Richmond Hill office. There will be an option to work remotely for 1 day per week after a successful probation period.

Key Responsibilities

Serve as the primary point of contact for client inquiries via HubSpot-based helpdesk and resolve issues independently or by coordinating with internal teams as required
Assist with onboarding new clients, implementing new projects, and executing change requests with accuracy, while frequently monitoring internal processes for continuous improvement
Contribute to documentation, planning and testing for new product rollouts
Build a deep understanding of Octacom’s services to effectively provide informed responses, solutions, and support to clients
Participate in client meetings as needed and attend educational events to stay updated on industry best practices
Support Monthly and Quarterly Business Reviews by collecting and analyzing client data and preparing presentation materials

Skills & Experiences

Bachelor’s degree in Business, IT, Communications or related field with 1-3 years of experience in client support or IT support
Experience in a B2B IT or document/data management environment is an asset
Excellent written and verbal communication skills, with high attention to detail and problem-solving skills
Able to work effectively independently and collaborate with cross-functional teams
Proactive and accountable with continuous improvement mindset, focusing on positive client experience
Proficient in Microsoft Office Suite

What we offer

Comprehensive healthcare, dental, and vision coverage for you and family starting on first day of work
3 weeks of vacation annually
Collaborative and supportive work environment where your ideas are valued and your impact is visible

Compensation

$45,000 – $50,000 CAD per year

The compensation range listed reflects the expected compensation for the role. Actual compensation will be determined based on individual skills and experience.

If you don’t meet every requirement listed above, we still encourage you to apply. We’re interested in the diverse experience, potential, and perspective you can bring to the team.

Octacom, a division of DCM, is committed to equal employment opportunity, employs and does not discriminate against all qualified persons without regard to race, colour, religion, national origin, sex, age, disability, or any other classification protected by applicable federal and provincial laws. Should you require any accommodation throughout the recruitment and selection process, please get in touch with us through the form at the bottom of the page (https://www.datacm.com/about-us/lifedcm/), so that we can ensure your equal participation.

Apply About employer

More about this job

Responsibilities

The Associate will serve as the primary point of contact for client inquiries and manage the onboarding process for new clients. They will also contribute to project planning, product rollouts, and the preparation of business review materials.

Requirements

Candidates must hold a bachelor's degree in Business, IT, or Communications with 1-3 years of relevant experience. Strong communication skills, attention to detail, and proficiency in Microsoft Office are required.

Skills

Client support
IT support
HubSpot
Document management
Data management
Workflow automation
Accounts payable
Accounts receivable
Communication skills
Problem-solving
Microsoft Office Suite
Project implementation
Data analysis

Benefits

Healthcare coverage
Dental coverage
Vision coverage
Vacation

Visa sponsorship

Not detected in the job text

Keywords

Client Service
Document Management
Data Capture
Workflow Automation
Accounts Payable
Accounts Receivable
HubSpot
Helpdesk
B2B
IT Support
Microsoft Office Suite
Business Reviews
Project Management
Digitization
Financial Process Automation

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