Pursue excellence as a Client Service Associate specializing in estates management at Nicola Wealth. Deliver exceptional support and strategic guidance to clients navigating estate challenges. This role is essential for cultivating impactful client relationships and requires you to review client holdings while collaborating with various partners. With a focus on detailed operational support, you will facilitate a transparent estate settlement experience. Join us to thrive in a recognized Canadian employer committed to qualified growth. Key Responsibilities:
- Review and manage estate-related documentation
- Act as a liaison between clients and custodians
- Communicate client needs effectively during settlements
- Identify and escalate potential risks proactively
- Maintain thorough records within company systems Requirements:
- 5+ years of related professional experience
- Degree or relevant financial designation beneficial
- Proficient in MS Office and CRM tools
- Basic understanding of estates and wills
- Legally entitled to full-time work in Canada Contribute your talent to enhance client service experiences at Nicola Wealth and achieve your career goals. #J-18808-Ljbffr

📌 Client Service Associate – Estates Management (Toronto)
🏢 Nicola Wealth
📍 Toronto