Client Service Associate

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 99% 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 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

**Position Summary**:
We are looking for a Client Service Associate with polished interpersonal skills to join our growing Client Service Team.

Do you have a strong client service mindset and continually seek to find creative solutions to address client needs?

Do you have a strong administrative background and in-depth knowledge of the administrative requirements of the financial industry, including the exacting needs of high-net worth clients and financial advisors?

As a Client Service Associate, you will be responsible for providing exceptional service to 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 a combination of your in-depth product and industry knowledge and excellent relationship management skills you are able to deliver exemplary service to our advisors and clients. This role will be a hybrid work environment based in Toronto.

**As a Client Service Associate, your key accountabilities will involve**:

- Collaborating with the Advisory Team to provide administrative expertise and deliver a high level of personalized client service.
- Work directly with clients to complete necessary documentation to meet regulatory requirements ensuring all client accounts are compliant.
- Execute on client requests for non-financial changes, managing the process from start to finish.
- Liaising with custodians and insurance carriers to execute on client requests in a timely manner; proactively escalating where necessary to ensure strict adherence to SLAs.
- Maintaining client data and performing data integrity checks for quality control.
- Provide back up support to other team members as necessary.
- Actively engage in ongoing learning and development to continuously improve skills and knowledge.

**As a Client Service Associate, your experience and qualifications will include**:

- A minimum of 3 to 5 years of client facing experience within the financial services industry, with exposure to both front and back office
- An undergraduate degree or a related financial services designation is an asset
- Proficiency with MS Outlook, Excel and Word and experience with a CRM database
- Superior customer service and relationship management skills
- Exceptional attention to detail and accurate
- Excellent communication skills in English (both written and verbal)
- A self-starter with the ability to take initiative and think critically to seek out information and solutions independently.
- Experience working independently, as well as in partnership with other team members
- The ability to work in a dynamic and fast paced, entrepreneurial environment requiring strong organization, time management and prioritization skills with the confidence to adapt to change as necessary
- You must be legally eligible to work in Canada with a minimum of a valid work permit