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!
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.
REQUIRED SKILLS & QUALIFICATIONS:
- 3 to 5 years of experience in financial services, including experience in
operations or client services.
- Good understanding of Canadian investment account types (e.g., RRSP, TFSA,
non-registered) and an understanding of industry processing standards and
compliance requirements.
- 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.
COMPENSATION & BENEFITS PACKAGE:
This position comes with a base salary range of $55,000 - $65,000 plus a
competitive performance bonus, RRSP contribution and participation in our
profit-sharing program. Base salary will be commensurate with experience,
skills, and qualifications.
At Nicola Wealth, our people grow our business, delight our clients, and live
our values every day. Our comprehensive compensation and benefits package
reflects our appreciation for this commitment. Whether it’s participating in our
profit sharing and benefit programs on day one, or the opportunity to
participate in our share ownership program, our people are able to go beyond a
conventional salary and bonus structure. To learn more about our complete
package, visit: www.nicolawealth.com/total-rewards
[http://www.nicolawealth.com/total-rewards].
Please include both a cover letter and resume in support of your application. We
are an inclusive, equal opportunity employer. For more information about this
and other roles: www.nicolawealth.com/careers
[http://www.nicolawealth.com/careers].
It is our priority to remove barriers to provide equal access to employment.
Should you require reasonable accommodation during the recruitment process
please contact us at accessibility@nicolawealth.com
[accessibility@nicolawealth.com] and we will work with you to meet your needs.
All information shared during the accommodation request process will be stored
and used in a manner that is consistent with applicable laws and Nicola Wealth
policies.
Thank you for your interest in a career with Nicola Wealth!
