Client Services Associate, New Accounts Administrator

Nicola Wealth; Kelowna, Calgary, Vancouver; Hybrid; CAD 55,000 - 65,000; Full time

Job summary

Join Nicola Wealth as a Client Service Associate, New Accounts Administrator, where you will provide exceptional service to high-net-worth clients by managing onboarding processes and collaborating with advisors. This hybrid role in Kelowna allows you to leverage your financial services experience to contribute to our award-winning culture and support client success.

Benefits

Comprehensive compensation and benefits package

Profit sharing and benefit programs

Share ownership program

Qualifications

• 3-5 years experience in financial services in a client facing role.
• Ability to process transactions across multiple systems.
• Experience with improving and documenting processes is an asset.

Responsibilities

• Provide exceptional service and manage the onboarding for new clients.
• Prepare and process account documentation for new accounts.
• Liaise with custodians to ensure timely account openings and transfers.

Skills

Client Service Mindset

Regulatory Compliance

Team Player

Communication

Investment Knowledge

Education

Undergraduate degree or related financial services designation

Tools

Salesforce

MS Outlook

Excel

Word

Job description

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, New Accounts Administrator, is responsible for providing exceptional service to our high-net-worth clients. This role works in collaboration with our Advisors to manage the onboarding process for new client families as well as existing clients looking to open new accounts. As a member of a collaborative and client-focused team, the Client Service Associate, New Accounts Administrator, utilizes exceptional communication, problem-solving and relationship management skills and industry knowledge to provide excellent service to clients and our advisors.

This is a hybrid role that is open to our Vancouver, Toronto, Kelowna or Calgary offices. We will be hiring for two positions on our New Accounts Team : one permanent role and one 15-month contract role.

Core Responsibilities :

• Collaborate with the Private Wealth team to provide expertise and deliver a high level of personalized client service.
• Prepare new accounts and transfer documentation for various account types and scenarios.
• Work directly with clients to complete and sign necessary documentation to open new accounts and transfer assets.
• Liaise with our custodian to open accounts and transfer in assets in a timely manner; proactively escalating where necessary to ensure strict adherence to service level agreements (SLAs).
• Reconcile in-cash and in-kind transfers, validating that all assets have successfully transferred in.
• Accurate entry of client information into our CRM database (Salesforce).

Required Skills & Qualifications :

• Minimum of 3 to 5 years of experience within the financial services industry in a client facing capacity, with exposure to both front and back-office responsibilities.
• An undergraduate degree or a related financial services designation is an asset.
• Ability to process transactions across multiple systems.
• Ability to learn new and multiple, complex information systems.
• Experience with improving and documenting processes is an asset.
• Proficiency with MS Outlook, Excel and Word and experience with a CRM database (Salesforce).

Core Competencies :

• Investment Knowledge : Demonstrates solid investment knowledge by understanding complex organizational structures, product characteristics, and industry processes while effectively interpreting client documents and navigating the full investment cycle.
• Regulatory Compliance : Demonstrates knowledge of regulatory requirements—including AML, KYC, CRS, and FATCA—and ensures full compliance across account types, legal entities, and asset transfers by meeting all internal and external obligations.
• Client Service Mindset : Demonstrates a proactive, empathetic, and solutions-focused approach to client service by addressing needs promptly, resolving issues effectively, and building trusted relationships through professional, courteous, and high-quality interactions.
• Communication : Effectively communicate by actively listening, responding appropriately to verbal and non-verbal cues, and delivering clear, concise, and audience-appropriate verbal and written information to build trust and support collaboration.
• Team Player : Collaborates effectively by building trust within the team, sharing relevant information, supporting others’ work, and balancing diverse stakeholder needs while upholding team standards.

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.

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 [emailprotected] 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!

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