Client Service Associate (9-Month Contract) New Vancouver, BC

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

Benefits offered by this job

Profit sharing

Share ownership program

Job summary

Nicola Wealth is seeking a Client Service Associate in Vancouver to support the Advisory Team and high-net-worth clients with expert administrative service. You’ll handle registered plans administration, communicate effectively, and collaborate to solve problems while maintaining data integrity in Salesforce.

The role emphasizes relationship management, attention to detail, and proactive learning within a values-driven, growth-focused wealth management firm.

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 current regulatory guidelines.
• Proficiency with Outlook, Excel, Word; Salesforce experience.
• Strong client-service and relationship-management skills.

Responsibilities

• Collaborate with Private Wealth team to deliver an exceptional client experience.
• Process client requests accurately and in a timely manner.
• Troubleshoot issues for internal teams and advisors; identify improvements.
• Work with custodians on High Net Worth transfers.
• Maintain client data in CRM systems; support audits and reporting.
• Identify opportunities to streamline workflows and procedures.

Skills

Client service

Relationship management

Salesforce

MS Office

Communication skills

Attention to detail

English fluency

Team player

Self-starter

Financial services experience

Education

Undergraduate degree in business/finance

CSC certification (asset)

Tools

Salesforce

Job description

Jobs at Nicola Wealth

Client Service Associate (9-Month Contract)

Vancouver, BC

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 theaccurateandtimelyprocessing of client requests.
• Troubleshoot complex issues for internal teams and advisors, while proactivelyidentifyingprocess improvements.
• Work closely with Custodians on High Net Worth Transfers.
• Maintainaccurateand complete client data in CRM systems (Salesforce), supporting audit checks, reporting, and data integrity controls.
• Identifyand 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, particularlyin the area oftransfers, 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.
• Proficiencywith 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 teamplayer.
• Self-starter with the ability to take initiative and think critically to seek out information and solutions independently.
• Undergraduatedegree 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.

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!