Client Services Co-op

Nicola Wealth•Vancouver, BC

5h•Hybrid

About The Position

Nicola Wealth is a national leader in wealth management, known for its sophisticated financial planning, diversified private investment funds, high client retention rate, and award-winning culture. The company is experiencing significant growth and is dedicated to upholding its values. They foster a collaborative, creative, and entrepreneurial environment where employees can make a real impact and build rewarding careers. This co-op opportunity is within the Client Services team, which provides exceptional service to high-net-worth clients and advisors. The team is collaborative, client-focused, and requires strong communication, problem-solving, and relationship management skills, along with in-depth product and industry knowledge. This is an 8-month co-op term starting in September 2026 and ending May 2027, primarily in-office with one day of remote flexibility 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 experience

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.