Financial Client Service Associate Role

Thriving Client Service Associate position available at Nicola Wealth, focused on delivering exceptional support to high-net-worth clients. This contract role requires strong communication and problem-solving abilities.
As part of a collaborative team, you will work with the Advisory Team to manage registered plans efficiently for clients. You’ll troubleshoot complex issues while ensuring compliance with industry standards. This position emphasizes maintaining accurate client records in Salesforce and enhancing operational workflows.
Key Responsibilities:
• Collaborate with teams to ensure client satisfaction
• Resolve complex internal and advisor issues
• Manage client data accurately in CRM systems
• Identify opportunities for process streamlining
• Engage in ongoing professional development
Requirements:
• At least 3 years in financial services or client support
• Familiarity with custodial transfers is an asset
• Deep knowledge of registered plan ru...