Client Service Associate (9-Month Contract)

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 98% 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: As a Client Service Associate, you will be responsible for providing exceptional service to our Advisory Team and our high-net-worth clients. In this role, you are a member of a collaborative and client-focused team requiring exceptional communication and problem-solving skills in order to provide a high level of administrative service to our clients. Using your in-depth knowledge of registered plan products, you will execute the overall administration of our clients' registered plans. Using your industry knowledge, communication and excellent relationship management skills - you are able to solve problems, collaborate, and deliver exceptional service to our advisors and clients. This is a 9-month contract. 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. Work closely with Custodians on High Net Worth Transfers. 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: Minimum 3 years of experience in financial services, including experience in operations or client services. Experience working with custodians, particularly in the area of transfers, is an asset. In-depth knowledge of Registered Plan products, including rules, regulations, and their application. Good understanding of Canadian investment securities, industry processing standards, compliance requirements, and CRA guidelines. Proficiency with Microsoft Outlook, Excel, and Word, with experience using Salesforce. Strong client service and relationship management skills. Exceptional attention to detail and accuracy. Excellent communication skills in English, both written and verbal. Strong team player. Self-starter with the ability to take initiative and think critically to seek out information and solutions independently. Undergraduate degree in business, finance, or a related field is an asset. Related financial services certifications (CSC) are considered an asset. Compensation & Benefits Package: This position comes with a competitive base salary hiring range of $55,000 - $65,000, dependent on experience, skills, qualifications and internal equity. 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. This role is a current vacancy within Nicola Wealth. 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. 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 [email protected] 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!

The role involves providing administrative support to the Private Wealth team and managing registered plan products for high-net-worth clients. Responsibilities include troubleshooting complex issues, maintaining CRM data integrity, and collaborating with custodians on transfers.

Candidates must have at least 3 years of experience in financial services with a strong understanding of registered plan products and investment securities. Proficiency in Microsoft Office and Salesforce is required, along with excellent communication and relationship management skills.

• Profit sharing • Benefit programs • Share ownership program

• TeamworkPreferred
• Problem solvingPreferred
• Attention to detailPreferred
• Microsoft ExcelPreferred
• Microsoft WordPreferred
• Microsoft OutlookPreferred

Identified from the job description. Confirm important requirements above.

• Financial services
• Client services
• Registered plan products
• Investment securities
• Relationship management
• Salesforce
• Microsoft Outlook
• Microsoft Excel
• Microsoft Word
• Communication skills
• Problem-solving
• Attention to detail
• Data integrity
• Process improvement
• Teamwork
• Self-Starter
• Relationship Management
• Workflow Management
• Auditing
• Customer Relationship Management
• Corporate Finance
• Investments
• Customer Service
• Client Services
• Communication
• Regulatory Compliance
• Creativity
• Critical Thinking
• Data Integrity
• English Language
• Equities
• Financial Services
• Financial Planning
• Leadership
• Problem Solving
• Operations
• Private Investment In Public Equity
• Wealth Management
• Proactivity
• Retention Rate
• Troubleshooting (Problem Solving)
• Securities (Finance)
• Process Improvement
• Detail Oriented

• Finance & Accounting
• Customer Service & Support
• Administrative
• Client Service Associate
• Client Service Representative / Associate
• Inquiry Clerks
• Customer Service Representatives

Minimum education

Bachelor’s degree

Minimum experience

2+ years

Posting language

English

Working hours

40 hours per week