Embark on an enriching co-op journey at Nicola Wealth in Vancouver, focusing on client services. Ideal for finance students seeking practical experience in a client-driven setting.
This role targets 3rd or 4th-year post-secondary students with a focus on Finance, Economics, or Business. The 8-month co-op provides an prospect to apply academic theories in a real-world context while offering exceptional support to high-net-worth clients. You will engage in compliance tasks and contribute positively to our cooperative client-oriented culture.
Key Responsibilities:
• Ensure client accounts meet compliance through required documentation
• Deliver personalized client service with a focus on accuracy
• Manage requests for non-financial client changes effectively




• Liaise with custodians and insurance carriers to meet client demands
• Perform quality checks on client data for integrity
Requirements:
• Enrolled in 3rd or 4th-year program in Finance, Economics, or Business
• Robust client services background with meticulous attention to detail
• Proficient in MS Office applications and CRM tools
• Excellent written and verbal English communication skills
• Ability to take initiative and work as part of a team
Utilize this co-op at Nicola Wealth to refine your client service skills and gain invaluable experience in Vancouver.
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📌 Client Services Co Op At Nicola Wealth Burnaby (Canada)
🏢 Nicola Wealth Management
📍 Canada