Wealth Client Services Specialist

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

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.