Join Nicola Wealth as a Client Service Associate, specializing in estate administration. This role offers a chance to support clients through complex estate matters in a collaborative environment.

The Client Service Associate will manage the end-to-end estate settlement process while working closely with executors, beneficiaries, and advisors. With over five years of related experience, you will provide operational support and guidance, ensuring a seamless client experience. This role is vital to sustaining Nicola Wealth's award-winning culture and client service excellence.

Key Responsibilities:
• Review investment accounts to settle estates
• Act as liaison with custodians and insurance carriers




• Communicate with clients and executors for settlement
• Support estate settlement matters and escalate issues
• Maintain accurate client estate records

Requirements:
• Over 5 years of related experience
• Undergraduate degree or financial designation preferred
• Solid understanding of estate settlement processes
• Proficiency in MS Office and CRM databases
• Legally eligible to work full-time in Canada

Bring your expertise in estate management to significantly impact client experiences at Nicola Wealth.
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📌 Client Service Associate for Estates at Nicola Wealth (Ontario)
🏢 Nicola Wealth
📍 Ontario