ABOUT NICOLA WEALTH:

We have a lot to be proud of at Nicola Wealth. Our sophisticated financial planning, our diversified private investment funds and their exceptional performance, our 99% client retention rate and our award-winning culture, combine to position us as a national leader in wealth management. Recognized as a Best Managed Company and one of Canada’s Top Employers, we are dedicated to upholding our firm’s values through this phase of significant growth.
By bringing together smart, dedicated and supportive colleagues from diverse backgrounds, we deliver extraordinary client service in a values-driven work environment. The collaboration, creativity and entrepreneurial spirit we were founded on provides the opportunity for you to make a real impact and build a rewarding career. We are passionate about our business, our culture and investing deeply in your growth and development to build for the future. If you have this same drive, then let’s talk!

REQUIRED SKILLS & QUALIFICATIONS:

• 3 to 5 years of experience in financial services, including experience in operations or client services.
• Deep understanding of the Canadian financial services industry, processing standards, and account types (including non-registered, RESP, RIF/LIF, RRSP, TFSA, FHSA).
• Proficiency with MS Outlook, Excel, and Word and experience with Salesforce
• Superior client service and relationship management skills.
• Exceptional attention to detail and accuracy.
• Excellent communication skills in English (both written and verbal).
• An undergraduate degree in business or finance an asset.
• Related financial services certification (CSC, CIM) an asset.

PURPOSE OF THE ROLE:

The Client Service Associate is responsible for providing exceptional service to our high-net-worth clients. As a member of a collaborative and client-focused team, the Client Service Associate utilizes exceptional communication, problem-solving and relationship management skills and in-depth product and industry knowledge to provide excellent service to clients and our advisors.

CORE RESPONSIBILITIES:

• Collaborate with the Private Wealth team to deliver an exceptional client experience by ensuring the accurate and timely processing of client requests.
• Troubleshoot complex issues for internal teams and advisors, while proactively identifying process improvements.
• Maintain accurate and complete client data in CRM systems (Salesforce), supporting audit checks, reporting, and data integrity controls.
• Identify and implement opportunities to streamline workflows, templates, and operational procedures.
• Actively engage in ongoing learning and development to continuously improve skills and knowledge.