Client Service Associate

About the Company

Nicola Wealth is a nationally recognized wealth management firm known for sophisticated financial planning, diversified private investment funds, strong investment performance, and a client retention rate of 98%. The company has been named a Best Managed Company and one of Canada’s Top Employers, and it continues to grow while staying grounded in its values.

The organization brings together collaborative, resourceful, and supportive people from different backgrounds to deliver excellent client service in a values-based environment. With a culture shaped by teamwork, creativity, and an entrepreneurial mindset, the firm aims to create meaningful impact and long-term career growth for its people.

Role Summary

As a Client Service Associate, you will support the Advisory Team and high-net-worth clients by delivering reliable, high-quality administrative and service support. This position calls for strong communication, problem-solving, and relationship management abilities, along with deep knowledge of registered plan accounts and their administration. You will help ensure client needs are handled accurately, efficiently, and with a high level of professionalism.

Key Responsibilities

• Partner with the Private Wealth team to provide a strong client experience by handling requests accurately and within required timelines.
• Work through complex questions and issues for advisors and internal teams, while looking for ways to improve processes.
• Keep client records complete and accurate in CRM tools such as Salesforce, and support audit review, reporting, and data quality controls.
• Spot opportunities to simplify workflows, improve templates, and strengthen day-to-day operational practices.
• Continue learning and developing skills to stay current and grow in the role.

Qualifications

• 3 to 5 years of experience in financial services, particularly in operations or client service roles.
• Strong working knowledge of Registered Plan accounts, including related rules, regulations, transaction processing, and issue resolution.
• Good understanding of Canadian investment securities, industry processing standards, compliance requirements, and CRA guidelines.
• Comfort using MS Outlook, Excel, and Word, with prior experience using Salesforce.
• Excellent client service and relationship management capabilities.
• Strong accuracy, attention to detail, and organizational discipline.
• Effective written and verbal communication skills in English.
• Collaborative mindset and ability to work well as part of a team.
• Self-motivated approach with the initiative to research, analyze, and solve problems independently.
• An undergraduate degree in business or finance is considered an asset.
• Relevant financial services credentials such as CSC or CIM are considered an asset.

Compensation and Benefits

The base salary range for this role is $55,000 to $65,000, depending on experience, skills, qualifications, and internal equity.

The compensation package also includes profit sharing, benefits starting on day one, and eligibility for a share ownership program. More details about the total rewards package are available through the company’s official careers information.

Additional Information

This is a current opening with Nicola Wealth. Applicants are asked to submit both a resume and a cover letter. The employer is committed to inclusion, equal opportunity, and accessibility. Reasonable accommodation during the hiring process is available upon request, and any information shared for accommodation purposes will be handled according to applicable laws and company policies.