Client Services Co-op

About the role#

This is an 8-month co-op position within the Client Services team at Nicola Wealth. The role is designed for students in their 3rd or 4th year of study to apply their academic knowledge in a professional financial services setting while supporting high-net-worth clients.

What you'll do#

• Ensure client accounts remain compliant by completing all required regulatory documentation.
• Provide administrative expertise and deliver personalized service to clients.
• Execute client requests for non-financial account changes.
• Liaise with custodians and insurance carriers to process requests in a timely manner.
• Maintain accurate client data and perform regular integrity checks for quality control.
• Provide backup support to team members as needed.

What you'll need#

• Current enrollment in the 3rd or 4th year of a post-secondary degree or diploma in Finance, Economics, or Business.
• Exceptional attention to detail and a commitment to high-accuracy work.
• Proficiency in MS Office, including Word, Excel, PowerPoint, and Outlook.
• Experience with a CRM database, with a preference for Salesforce.
• Excellent written and verbal communication skills in English.

Location & details#

• Location: Vancouver, British Columbia.
• Term: Fall 2026 (September 2026 to May 2027).
• Modality: On-site (4 days per week in the Vancouver office with 1 day of remote flexibility).
• Compensation: Paid at $26 per hour.