Nicola Wealth
wealth management
ClientServiceAssociate
Neural analysis suggests this role is
optimal for Mid candidates.
“Client Service Associate at Nicola Wealth. Skills: client service, Registered Plan accounts administration, problem-solving, communication, relationship management. Providing exceptional service to our Advisory Team and our high-net-worth clients. Executing the overall administration of our clients' registered plans”
Industry & Context.
problem-solving skills; Troubleshoot complex issues; think critically to seek out information and solutions independently
What They're Looking For.
Must Have
3 to 5 years of experience in financial services, including experience in operations or client services, In-depth knowledge of Registered Plan accounts, 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, 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
Nice to Have
An undergraduate degree in business or finance an asset, Related financial services certification (CSC, CIM) an asset
What You'll Do.
Providing exceptional service to our Advisory Team and our high-net-worth clients
Executing the overall administration of our clients' registered plans
Collaborating with the Private Wealth team to deliver an exceptional client experience by ensuring the accurate and timely processing of client requests
Troubleshooting complex issues for internal teams and advisors
while proactively identifying process improvements
Maintaining accurate and complete client data in CRM systems (Salesforce)
supporting audit checks
and data integrity controls
Identifying and implementing opportunities to streamline workflows
and operational procedures
Actively engaging in ongoing learning and development to continuously improve skills and knowledge
How You'll Work.
Team & Collaboration
Collaborate with the Private Wealth team; providing a high level of administrative service to our clients; solve problems, collaborate, and deliver exceptional service to our advisors and clients; Team Player
Communication Scope
Exceptional communication skills in English (both written and verbal)
Full Job Description
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 accounts, 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
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