As of November 7, 2026, Jobsy lists 5 client service associate jobs in Calgary, AB. The most active employers are BMO Nesbitt Burns Inc., Bank of Montreal and VON Canada (Ontario). Skills often requested: communication skills, problem solving, sales and regulatory compliance.
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1+ YOECandidates need 1-5 years of customer service experience and fluent written and spoken English. An associate degree in business, finance or accounting is preferred, along with strong attention to detail and comfort with Excel and Word.
Shareworks, Equity Edge Online, Salesforce, Zendesk, Excel, Word
Morgan Stanley: Morgan Stanley (NYSE: MS) is a leading global financial services firm providing a wide range of investment banking, securities, wealth management…
1+ YOECandidates need 1 to 5 years of customer service experience, attention to detail and the ability to follow controls under pressure. Associate degree or higher is preferred, and fluent written and spoken English is a must.
Shareworks, Equity Edge Online, Salesforce.com, Zendesk, Excel, Word
3+ YOECandidates need typically 3 to 5 years of relevant experience or equivalent education, advanced knowledge of investment processes and administrative procedures, and knowledge of compliance and regulations. Licensing for the branch and jurisdiction is required, and good communication, organization, collaboration and problem-solving skills are expected.
2+ YOECandidates need post-secondary education, about two years of front-line customer service experience, exceptional communication skills, and proficiency in Microsoft Office. A team-first mindset and attention to detail are also important.
2+ YOECandidates need post-secondary education (college or university) and 2+ years of front-line customer service or sales experience. Strong communication, Microsoft Office proficiency, attention to detail and a team-first mindset are required.
Microsoft Office
Common questions
Who is hiring client service associates?
BMO Nesbitt Burns Inc. (7), Bank of Montreal (5), VON Canada (Ontario) (5), Federated Insurance Company of Canada (2) and Northbridge Financial (2).
What skills do client service associate jobs ask for?
Postings most often mention communication skills, problem solving, sales, regulatory compliance, collaboration, customer service, scheduling and attention to detail.