11 Aug
|
Nicola Wealth
|
British Columbia
11 Aug
Nicola Wealth
British Columbia
Launch your finance career with the Vancouver Client Services Co-op at Nicola Wealth. This role offers valuable experience in client relations while you study.
Nicola Wealth invites applications from 3rd or 4th-year students specializing in Finance, Economics, or Business for an 8-month co-op starting in September 2026. Your primary focus will be providing exceptional service to high-net-worth clients, utilizing your communication and problem-solving skills in a skilled setting. Join a culture that emphasizes growth and collaboration.
Key Responsibilities:
• Complete regulatory documentation for client accounts
• Deliver personalized administrative client service
• Facilitate non-financial client requests efficiently
• Communicate with custodians to ensure service adherence
• Maintain database accuracy and client information
Requirements:
• Student in 3rd or 4th year of relevant degree
• Exceptional attention to detail and accuracy
• Client service experience is an asset
• Proficiency in Microsoft Office Suite
• Strong verbal and written communication skills
Seek to make an impact and develop essential skills while serving clients at Nicola Wealth.
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📌 Vancouver Client Services Co-op Role (British Columbia)
🏢 Nicola Wealth
📍 British Columbia