Client Service Associate (9-Month Contract)

Nicola Wealth; Vancouver; On-site; CAD 55,000 - 65,000; Full time

Benefits offered by this job

Profit sharing program

Share ownership program

Job summary

Nicola Wealth is seeking a Client Service Associate to deliver exceptional service to our Advisory Team and high-net-worth clients. You will perform administrative tasks and manage registered plans, drawing on your knowledge of plan rules and Canadian securities.

This is a 9-month contract and offers collaboration with custodians, streamlined workflows, and ongoing professional development in a values-driven environment.

Qualifications

• Minimum 3 years of experience in financial services, including operations or client services.
• Experience with custodians and transfers is an asset.
• Knowledge of Registered Plan products and CRA guidelines.
• Proficiency with Salesforce and MS Office.

Responsibilities

• Process client requests accurately and timely in collaboration with Private Wealth team.
• Troubleshoot complex issues for internal teams and advisors; suggest improvements.
• Coordinate High Net Worth transfers with custodians.
• Maintain client data in Salesforce; support audits and data integrity.
• Identify opportunities to streamline workflows, templates, and procedures.
• Pursue ongoing learning to enhance skills and knowledge.

Skills

Customer service

Relationship management

Communication skills

Attention to detail

Problem solving

Team player

Self-starter

Education

Undergraduate degree in business/finance

CSC certification

Tools

Salesforce

Microsoft Outlook

Excel

Word

Job description

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.

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 [e-mail] 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!