About this role
Client Service Associate (9-Month Contract) at Nicola Wealth. Location: Vancouver or Toronto. Role: processing requests, troubleshooting issues, maintaining data Requirements: 3+ years in financial services operations or client services; experience with custodians/transfers and registered plan products; proficiency with Microsoft Outlook, Excel, Word and Salesforce; strong client service and attention to detail. Category: Customer Service Seniority: Mid Level Tools: Microsoft Outlook, Microsoft Excel, Microsoft Word, Salesforce Certifications: csc Commitment: Contract Workplace: Onsite Languages: English