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 • Strong 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. #J-18808-Ljbffr

📌 Client Service Associate for Estates at Nicola Wealth (Winnipeg)
🏢 Nicola Wealth
📍 Winnipeg