Location
vancouver
Job Type
Full-time
Posted
June 27, 2026
Job Description
Join Nicola Wealth as a Client Service Associate to provide exceptional administrative services to our clients. Leverage your skills in registered plan products and client relations in this 9-month contract.
This role emphasizes collaboration with the Advisory Team to ensure timely processing of high-net-worth client requests. You will utilize your problem-solving skills to troubleshoot issues and uphold data integrity in Salesforce. Your efforts will contribute to streamlining workflows and enhancing operational efficiencies.
Key Responsibilities:
• Process client requests accurately and efficiently
• Work closely with custodians on high-net-worth transfers
• Maintain data integrity in CRM systems like Salesforce
• Proactively identify process improvements
• Actively pursue ongoing learning opportunities
Requirements:
• 3+ years’ experience in financial services or operations
• Experience with custodians is beneficial
• In-depth understanding of regist...
This role emphasizes collaboration with the Advisory Team to ensure timely processing of high-net-worth client requests. You will utilize your problem-solving skills to troubleshoot issues and uphold data integrity in Salesforce. Your efforts will contribute to streamlining workflows and enhancing operational efficiencies.
Key Responsibilities:
• Process client requests accurately and efficiently
• Work closely with custodians on high-net-worth transfers
• Maintain data integrity in CRM systems like Salesforce
• Proactively identify process improvements
• Actively pursue ongoing learning opportunities
Requirements:
• 3+ years’ experience in financial services or operations
• Experience with custodians is beneficial
• In-depth understanding of regist...
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