Client Service Associate

Purpose of the Role:

The Client Service Associate is responsible for providing exceptional service to our high-net-worth clients.  As a member of a collaborative and client-focused team, the Client Service Associate utilizes exceptional communication, problem-solving and relationship management skills and in-depth product and industry knowledge to provide excellent service to clients and our advisors. 

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.
• 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:

• 3 to 5 years of experience in financial services, including experience in operations or client services.  
• Good understanding of Canadian investment account types (e.g., RRSP, TFSA, non-registered) and an understanding of industry processing standards and compliance requirements.
• Proficiency with MS Outlook, Excel, and Word and experience with Salesforce 
• Superior client service and relationship management skills. 
• Exceptional attention to detail and accuracy. 
• Excellent communication skills in English (both written and verbal). 
• An undergraduate degree in business or finance an asset. 
• Related financial services certification (CSC, CIM) an asset. 

Compensation & Benefits Package:

This position comes with a base salary range of $55,000 - $65,000 plus a competitive performance bonus, RRSP contribution and participation in our profit-sharing program. Base salary will be commensurate with experience, skills, and qualifications.

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.