ClientServiceAssociate(9-MonthContract)

About Nicola Wealth: We have a lot to be proud of at Nicola Wealth. Our sophisticated financial planning, our diversified private investment funds and their exceptional performance, our 98% client retention rate and our award-winning culture, combine to position us as a national leader in wealth management. Recognized as a Best Managed Company and one of Canada’s Top Employers, we are dedicated to upholding our firm’s values through this phase of significant growth. By bringing together smart, dedicated and supportive colleagues from diverse backgrounds, we deliver extraordinary client service in a values-driven work environment. The collaboration, creativity and entrepreneurial spirit we were founded on provides the opportunity for you to make a real impact and build a rewarding career. We are passionate about our business, our culture and investing deeply in your growth and development to build for the future. If you have this same drive, then let’s talk! 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. This is a 9-month contract. 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. Wo