06 Aug
|
Socket.dev
|
Vancouver
06 Aug
Socket.dev
Vancouver
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, team-oriented setting. 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