Client Services Specialist, New Accounts – Wealth Management, Vancouver

At Nicola Wealth, our clients deserve the best. The same goes for our people. We invest in our employees in order to support our business through a period of significant growth. As a member of the Client Services Team you will help our clients get the best that Nicola Wealth has to offer, and you will receive the same in return.

By bringing together smart, dedicated, high caliber colleagues from diverse backgrounds, we deliver exceptional client service in a truly dynamic work environment. The collaboration, creativity and entrepreneurial spirit we were founded on provide the opportunity for incoming employees to make 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 can embody our culture and values as a creative, team-oriented and hard-working organization.


Position Summary

This is an exciting opportunity to join a growing team within the firm as a Client Services Specialist, New Accounts. You will be responsible for providing exceptional service to our high-net worth clients. The qualified candidate will work in collaboration with the Advisor(s) and clients, to manage the onboarding process for new client families as well as existing clients looking to open new accounts.


As a member of the Client Services Team, your main responsibilities will involve:

  • Preparing new account and transfer documentation
  • Communicating with clients directly working through documentation requirements to open accounts
  • Liaising with our custodian to execute client requests
  • Reconciling in cash and in kind transfers
  • Entering client information into our CRM database
  • Delivering a high level of end-to-end personalized client service
  • Actively engaging in ongoing learning and development to continuously improve skills and knowledge.


As a member of the Client Services Team, your skills and qualifications will include:

  • One to three years of related work experience preferably with exposure to, processes and procedures both at back office level and with client’s directly
  • Completion of the Canadian Securities Course (CSC) or other industry education is an asset
  • Competency in Microsoft office computer software (Outlook, Word, Excel) and CRM database
  • Strong time management skills, particularly the ability to prioritize tasks
  • Ability to take direction and accept responsibility
  • Strong interpersonal and relationship management skills
  • The ability to work as part of the wider team, as well as individually
  • The confidence to adapt to change.



Application closing date is January 24th, 2020.

Include your cover letter and resume in your application with “Client Services Specialist” in the subject line of your email to [email protected]. Thank you for your interest in this position. Only candidates considered for an interview will be contacted. For more information about this and other roles: