Drive exceptional client satisfaction as a Team Lead in Client Services at Nicola Wealth. Lead a dedicated team of Client Service Associates to enhance service delivery and maintain our 98% client retention rate.
In this leadership role, you will oversee day-to-day operations while ensuring a client-focused culture. Your prior experience in financial services will empower you to coach and mentor your team. Sharpen your leadership skills and make a meaningful impact in a nationally recognized wealth management firm.
Key Responsibilities:
• Supervise daily Client Services team activities and client interactions
• Coach and develop team members, managing performance effectively
• Ensure compliance with policies and procedures for quality service




• Collaborate with leads to enhance the client experience
• Investigate discrepancies with custodians and resolve issues
Requirements:
• 3-5 years of client-facing financial services experience
• Solid problem-solving and project coordination skills
• In-depth knowledge of Registered Plan products
• Proficient in Microsoft Office and CRM platforms
• Excellent communication skills in English
Utilize your expertise in client service and leadership to contribute to the success at Nicola Wealth.
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📌 Team Lead Client Services at Nicola Wealth (Vancouver)
🏢 Socket.dev
📍 Vancouver