Financial Services Co-op with Client Operations Expertise
1 week ago
Nicola Wealth is a leading wealth management firm recognized for its sophisticated financial planning, diversified private investment funds, and exceptional client service.
Estimated Salary Range$60,000 - $80,000 per annum based on location and experience.
Job DescriptionThe Client Operations Co-op will provide administrative support to the Client Services Team, ensuring timely completion of tasks and maintaining accurate client data. The successful candidate will be responsible for executing client requests, liaising with external partners, and performing data integrity checks.
Required Skills and Qualifications- Customer service or client relations experience
- Proficiency in MS Office including Word, Excel, PowerPoint, and Outlook
- Experience with CRM database an asset
- Interest in the financial services industry
- Strong communication skills in English (written and verbal)
Nicola Wealth offers a dynamic and entrepreneurial work environment, opportunities for growth and development, and a hybrid work arrangement that balances remote work with in-office collaboration.
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