Client Reporting Co-op

Nicola Wealth•Vancouver, BC

2h•Hybrid

About The Position

We have an exciting co-op opportunity within our Client Services team for a student in their 3rd or 4th year of post-secondary studies specializing in Finance, Economics, or Business. This role is ideal for someone eager to apply their academic knowledge in a professional setting while contributing to a dynamic, client-focused environment. The Client Service team is responsible for providing exceptional service to our high-net-worth clients. The team is collaborative and client-focused, and utilizes exceptional communication, problem-solving and relationship management skills and in-depth product and industry knowledge to provide excellent service to clients and our advisors. This position is an 8-month co-op term starting in September 2026 and ending May 2027. The location will be a hybrid of work from home and an in-office environment. This role will require that this individual needs to be in office 4 days per week.

Requirements

Enrolled in 3rd or 4th year of studies in a post-secondary degree or diploma in Finance, Economics or Business.
Exceptional attention to detail and consistent highly accurate work
Strong client service / client relations skills and prior experience.
Proficiency in MS Office including MS word, Excel, PowerPoint, and Outlook.
Experience and/or keen interest in the financial services industry.
Experience with a CRM database, Salesforce preferred.
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.

Nice To Haves

Salesforce

Responsibilities

Ensure client accounts are compliant by completing regulatory required documentation.
Provide administrative expertise and deliver a high level of personalized client service.
Execute on client requests for non-financial changes.
Liaise with custodians and insurance carriers to execute on client requests in a timely manner; proactively escalating where necessary to ensure strict adherence to service level agreements.
Maintain client data and perform data integrity checks for quality control.
Provide back up support to other team members as necessary.
Other relevant and related responsibilities, as assigned and as the needs of the organization change.