By bringing together smart, dedicated, high caliber colleagues from diverse backgrounds, we deliver extraordinary client service in a truly dynamic work environment. The collaboration, creativity and entrepreneurial spirit we were founded on provide the opportunity for our people to have a real impact. We are passionate about our business and our culture, and are looking to attract, retain and develop individuals who have that same drive.
We take pride in our work and are trusted advisors to our clients. We are looking for talented, highly motivated individuals with exceptional experience who embody our culture and values as a creative, collaborative and hard-working organization.
Position Summary
We are looking for a Client Service Associate, New Accounts Administrator with polished interpersonal skills to join our growing Client Operations Team.
Do you have a strong client service mindset and continually seek to find creative solutions in order to address the exacting needs of high-net worth clients and financial advisors?
Do you have a strong administrative background and in-depth knowledge of the administrative requirements of the financial industry, including different account types and their purpose?
Have you facilitated the opening of new client accounts and transferring in assets from a delivering institution?
As a Client Service Associate, New Accounts Administrator you will be responsible for providing exceptional service to our high-net-worth clients. In this role, you will work in collaboration with our Advisors to manage the onboarding process for new client families as well as existing clients looking to open new accounts. 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 industry knowledge and relationship management skills you are consistently able to deliver excellent service to our advisors and clients.
This role will operate on a hybrid working model and can be located in Vancouver, Toronto, Kelowna, Calgary or Victoria.
As a Client Service Associate, New Accounts Administrator, your main responsibilities will involve:
As a Client Service Associate, New Accounts Administrator, 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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