Enhance your finance skills with Nicola Wealth’s Client Services Co-op in Vancouver. This in-office role offers valuable experience in delivering exceptional service to high-net-worth clients. Join the Client Services team at Nicola Wealth during an 8-month co-op from September 2026 to May 2027.

Ideal for third or fourth-year students in Finance, Economics, or Business, this position emphasizes client service and relationship management. You will leverage your academic knowledge in a agile, collaborative environment. Key Responsibilities:

- Ensure compliance through regulatory documentation
- Provide high-level personalized client service
- Handle client requests for non-financial changes
- Liaise with custodians for timely execution
- Maintain client data and perform integrity checks Requirements:
- Enrolled in 3rd or 4th year of relevant studies
- Strong attention to detail and accuracy
- Proficient in MS Office and Salesforce
- Excellent English communication skills
- Self-starter with critical thinking abilities Embark on a rewarding journey in client services while developing essential industry skills at Nicola Wealth.

📌 Client Services Co-op in Vancouver
🏢 Socket.dev
📍 Vancouver