Client Service Associate

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. 

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  
• In-depth knowledge of Registered Plan products, rules and regulations, and application of that knowledge with experience in processing Registered Plans transactions and troubleshooting Registered Plans queries. 
• Good understanding of Canadian Investment Securities and an understanding of industry processing standards, Compliance requirements and CRA guidelines. 
• 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). 
• Team Player.  
• A self-starter with the ability to take initiative and think critically to seek out information and solutions independently. 
• 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 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.