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Added 1 month ago
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Inside Sales Associate, Apartments.com - Toronto, Ontario
CoStar
Toronto, ON
- $60,000 to $65,000 CAD / year
- Full-time
As an Apartments.com Sales Associate, you will be part of a dynamic team that operates as a strategic digital marketing partner to the Multifamily industry. Through engaging sales…
Added 1 month ago
SG
Tech Ops Engineer
Scientific Games
HR Canada
- Full-time
…développement, l'assurance qualité, les fournisseurs et les opérations…
Added 1 month ago
National CAT Adjuster
CAA Club Group
Thornhill, ON
At CCG, we are committed to delivering an exceptional Associate experience. We offer:
Added 6 months ago
Sales Associate, Part Time Flex, Toronto - Pottery Barn
Pottery Barn
Toronto, Ontario
As a Sales Associate you provide customers with a unique shopping experience by offering excellent customer service. Utilize effective selling techniques and provide in-depth product…
Added 3 months ago
SQ
Client Service Associate
Simon Quick Advisors
Quinte West, Ontario
- Full-time
The Client Service Associate supports the Client Advisor team with day-to-day client needs and requests.
Added 3 months ago
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Campus Talent Acquisition, Senior Associate (Bilingual FR/EN) (Contract)
PwC
Montreal, Quebec
- Full-time
As a Campus Talent Acquisition, Senior Associate, you will play an important role in supporting how PwC attracts Students and Early Career Professionals. By building strong relationships…
Added 3 months ago
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Lead Artist (Procedural) / Chef.fe d’équipe Artiste (Procédural)
NBCUniversal
Montreal, Quebec
- Full-time
…Stations, Bravo, and Peacock, our premium ad-supported streaming service. We produce and distribute premier filmed entertainment and programming through our powerhouse film and television…
Added 1 month ago
OT
Associate, Shareholder Services
Odyssey Trust Company
Toronto, ON
- Full-time
Maintaining a strong focus on retention and growth by delivering exceptional service.
Added 1 month ago
OT
Associate, Shareholder Services
Odyssey Trust Company
Calgary, AB
- Full-time
Maintaining a strong focus on retention and growth by delivering exceptional service.
Added 1 month ago
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Manager, Sales Operations Analytics & Pricing (CAN)
Ulteig
Canada
- Full-time
Support pricing analysis for strategic pursuits, large opportunities, key client accounts, new service offerings, and market expansion opportunities.
Added 2 months ago
Global Equity Derivatives- Associate Director, Toronto
Scotiabank
Toronto, ON
…government and institutional investor clients. GBM is a full-service wholesale bank and investment dealer in Canada and Mexico and offers a range of products and services in the U.S., Latin…
Added 1 month ago
AI
Sales Associate - Auto Gallery of Winnipeg
AutoCanada Inc.
Winnipeg, MB
- $60,000 to $100,000 CAD / year
- Full-time
3+ years of experience in a customer-facing role required with experience in retail, sales, marketing, and customer service being preferred
Added 1 month ago
S
Seasonal Associate
Sephora
AB · Alberta, AB
- $17 to $20 CAD / hour
As a Seasonal Associate, you’ll be responsible for providing an outstanding client experience by supporting both store operations and onstage service during peak business moments. You’ll…
Added 1 month ago
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Associate
Wellington-Altus
AB
- Full-time
As a key member of the West Oak Family Office (West Oak) team, the Associate plays an integral role in managing client relationships and delivering exceptional investment management and…
Added 6 months ago
CC
Insurance Sales Agent
CAA Club Group
Vaughan, Ontario
- Full-time
For over 50 years, our Property and Casualty insurance Company, CAA Insurance, has provided dependable and trustworthy service to protect Canadians and what matters to them. CAA Insurance…
Added 6 months ago
RC
Senior Associate - US Tax
RSM Canada
Edmonton, Alberta
- Full-time
Stays alert to client needs that may result in growth opportunities for the firm and communicates to client service coordinator
Added 6 months ago
CC
Senior Insurance Broker (Winnipeg)
CAA Club Group
Winnipeg, Manitoba
- Full-time
At CCG, we are committed to delivering an exceptional Associate experience. We offer:
Added 6 months ago
PB
Pottery Barn Stock Associate
Pottery Barn
Calgary, Alberta
- Full-time
Exemplify the highest level of customer service standards to internal and external customers
Added 6 months ago
ON
Associé aux ventes/Retail Sales Associate - Promenade St Bruno
Old Navy
Saint-Bruno, Quebec
- Part-time
…liens avec nos clients, tout en leur fournissant un excellent service à la clientèle. Vous agirez à titre d’expert des produits afin d’informer et d’inspirer les clients, et de leur…
Added 2 months ago
W
Director - Pension Outsourcing
WTW
Montreal, QC
- $90,000 to $125,000 CAD / year
- Full-time
…clients, contribute to special projects, and provide ad hoc client support services. You will serve as the day-to-day project manager, contributing to client management and special…
Added 3 months ago
C
AWS Solutions Architect- AI/ML
Cloudelligent
Remote, Canada
- Full-time
- Remote
…business transformation. You will collaborate with clients, service delivery managers, and cross-functional teams to understand business goals, assess existing infrastructure, and develop…
Added 3 months ago
C
AWS Solutions Architect- AI/ML
Cloudelligent
Remote, Canada
- Full-time
- Remote
…business transformation. You will collaborate with clients, service delivery managers, and cross-functional teams to understand business goals, assess existing infrastructure, and develop…
Added 3 months ago
SZ
Fitness Sales Associate
Stretch Zone - 1181
Toronto, Ontario · North York, ON
- $18 to $22 CAD / hour
- Full-time
Stretch Zone is looking for an energetic, relationship-focused Fitness Membership Sales Associate to grow our membership base and deliver an exceptional member experience. This role is…
Added 3 months ago
SZ
Fitness Sales Associate
Stretch Zone - 1181
Toronto, Ontario · North York, ON
- $18 to $22 CAD / hour
- Full-time
Stretch Zone is looking for an energetic, relationship-focused Fitness Membership Sales Associate to grow our membership base and deliver an exceptional member experience. This role is…
Added 2 months ago
EI
Inside Sales/Customer Service Representative
EMS-Tech Inc
Burnaby, British Columbia
- Full-time
As a Inside Sales/Customer Service Associate, you will manage and coordinate spare parts orders, prepare quotations, and ensure timely delivery of parts. This role requires excellent…

Simon Quick Advisors

Client Service Associate

Quinte West, ON, Canada

Company: Simon Quick Advisors Position: Client Service Associate Location: Denver, CO Compensation: Starting at $70,000 · Full-time

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Job details

Pay: Company: Simon Quick Advisors Position: Client Service Associate Location: Denver, CO Compensation: Starting at $70,000
Job type: Full-time
Experience: 0 - 3 years of working experience.
Posting language: English
Posted: Jul 13, 2026

Original job description

Company: Simon Quick Advisors
Position: Client Service Associate
Location: Denver, CO
Compensation: Starting at $70,000

Company Description

Simon Quick Advisors is an independent, employee-owned RIA that offers holistic financial planning solutions for affluent families, business owners and executives. We offer sophisticated strategies built around individual needs, preferences, risk tolerances, objectives, and tax considerations.

Our purpose is to give our clients and our team the freedom to pursue what matters. We give our clients the peace of mind in knowing that they have a trusted partner in Simon Quick. This allows them to focus more of their attention on their careers, relationships, and hobbies. Similarly, we exist to serve our employees. We seek to provide our team with fulfilling careers, significant growth opportunities, and a best-in-class employee experience, ultimately giving them the same sense of freedom.

Mission of the Position

The Client Service Associate supports the Client Advisor team with day-to-day client needs and requests.

Top Accountabilities

Works with the advisor and analyst to prioritize and execute all client related tasks and requests.
Populates and processes documentation for client onboarding, investments, and other account maintenance.
Tracks, enters, and reconciles investment activity across our proprietary database, various custodians, and our reporting provider through monitoring daily activity reports.
Interacts with third party service providers (i.e. outside custodians, reporting providers, and other advisors).
Maintains client confidentiality and assists in identifying potentially fraudulent activity.

Other Duties & Responsibilities

Acts as a liaison with tax professionals during tax season.
Initiates and executes all money movements for investments and client liquidity needs.
Interfaces with money managers regarding investment activity and administration for KYC and AML requests.

Key Criteria/Requirements

Bachelor’s degree.
0 - 3 years of working experience.
Experience with programs including DocuSign; Adobe (PDF) Writer; Salesforce; Microsoft Office, particularly Excel, Outlook, Planner, and Word.

Key Competencies

Reliability and Commitment - Consistently dependable, meets deadlines, and fulfills responsibilities with dedication and quality.
Planning and Organizing - Effectively prioritizes tasks, manages time well, and ensures resources are used efficiently to achieve goals.
Process Management - Streamlines workflows, optimizes resources, and ensures consistent, high-quality outcomes.
Initiative - Proactively identifies opportunities, takes action, and drives improvements.
Growth Mindset - Embraces challenges, learns from feedback, and continuously seeks to improve skills and knowledge.
Energy - Brings enthusiasm and a positive attitude to tasks, maintaining high levels of motivation and productivity.
Accountability - Takes responsibility for actions and outcomes, consistently delivering on commitments and owning both successes and mistakes.
Attention to Detail - Thoroughly reviews work, ensuring accuracy and precision in every task.
Client Focus - Prioritizes client needs, delivers exceptional service, and builds strong, lasting relationships through effective communication and responsiveness.
Collaboration and Teamwork - Works effectively with others, shares information openly, and contributes to team goals while respecting diverse perspectives and ideas.

Physical Requirements

Must be able to remain in a stationary position 50% of the time.
Constantly operates a computer and other office productivity machinery, such as a calculator, copy machine, and computer printer.
The ability to communicate information and ideas so others will understand. Must be able to exchange accurate information in these situations.

Simon Quick Advisors, LLC is an Equal Opportunity Employer and we do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity, status as a veteran, and basis of disability or any other federal, state or local protected class.

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More about this job

Responsibilities

The Client Service Associate supports the advisor team by executing client tasks, processing onboarding documentation, and reconciling investment activity. They also act as a liaison with third-party providers and tax professionals to ensure seamless account administration.

Requirements

Candidates must hold a bachelor's degree and have 0-3 years of working experience. Proficiency in Salesforce, Microsoft Office, DocuSign, and Adobe PDF Writer is required.

Skills

Client Onboarding
Investment Tracking
Account Maintenance
DocuSign
Adobe PDF Writer
Salesforce
Microsoft Excel
Microsoft Outlook
Microsoft Planner
Microsoft Word
KYC
AML
Process Management
Financial Planning
Data Reconciliation

Visa sponsorship

Not detected in the job text

Keywords

RIA
Financial Planning
Investment Activity
Custodians
KYC
AML
Salesforce
DocuSign
Adobe PDF Writer
Microsoft Office
Client Onboarding
Account Maintenance
Tax Season
Money Movement
Liquidity Needs
Wealth Management

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