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 operate on a hybrid working model in Toronto, ON.
As a Client Service Associate, your main responsibilities will include:
As a Client Service Associate, your experience and qualifications will include:
Compensation And Benefits Package
At Nicola Wealth, our people grow our business, delight our clients and live our values every day. Our comprehensive compensation and benefits package reflects our appreciation for this commitment. Whether it’s participating in our profit sharing and benefit programs on day one, or the opportunity to participate in our share ownership program, our people are able to go beyond a conventional salary and bonus structure.
Qualifications
This position comes with a competitive base salary hiring range of $51,000 – $70,000, dependent on experience, skills, qualifications and internal equity. As part of our total rewards package, we also offer:
Please include both cover letter and resume in your application. Thank you for your interest in this position. We are an inclusive equal opportunity employer. For more information about this and other roles: nicolawealth.com/careers
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