{"id":4120720,"url":"https://alion.io/job/nicola-wealth-client-operations-associate","title":"Client Operations Associate","company":{"id":706834,"name":"Nicola Wealth","domain":"nicolawealth.com","url":"https://alion.io/company/nicola-wealth","size_band":"201-500","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Greenhouse","truth_index":{"grade":"B","score":75,"open_postings":4,"ghost_share":0,"stale_share":1,"repost_share":0,"time_to_fill_p50_days":49,"computed_at":"2026-11-11T05:49:22Z"}},"role":"Operations","role_family":"Operations","seniority":"junior","employment_type":null,"work_mode":"on_site","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["Vancouver, Canada","Toronto, Canada"],"countries":["CA"],"hiring_countries":[],"hiring_countries_total":0,"salary":{"min":51000,"max":65000,"currency":"CAD","period":"year","gross":null,"usd_annual":45643},"salary_estimate":null,"experience_years_min":1,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[{"name":"Outlook","optional":false}],"status":"live","first_seen_at":"2026-11-11T22:00:07Z","employer_posted_date":"2026-11-11","last_verified_at":"2026-11-12T00:37:28Z","board_verified":true,"closed_at":null,"days_open":0,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":0},"description":"About Nicola Wealth:\nWe have a lot to be proud of at Nicola Wealth. Our sophisticated financial planning, our diversified private investment funds and their exceptional performance, our 98% client retention rate and our award-winning culture, combine to position us as a national leader in wealth management. Recognized as a Best Managed Company and one of Canada’s Top Employers, we are dedicated to upholding our firm’s values through this phase of significant growth.\nBy bringing together smart, dedicated and supportive colleagues from diverse backgrounds, we deliver extraordinary client service in a values-driven work environment. The collaboration, creativity and entrepreneurial spirit we were founded on provides the opportunity for you to make a real impact and build a rewarding career. We are passionate about our business, our culture and investing deeply in your growth and development to build for the future. If you have this same drive, then let’s talk!\nPurpose of the Role:\nAs a Client Operations Associate, you will play an integral role in supporting the delivery of exceptional service to our Private Wealth Advisory teams and high-net-worth clients. As a member of our collaborative Client Operations division, you will provide essential administrative, transactional, and processing support across various operational functions, including New Accounts, Client Services, Client Reporting, and Estates. Working closely with experienced team members, you will help ensure client requests are executed accurately, efficiently, and in accordance with established procedures. \nThis position offers the opportunity to develop a broad understanding of wealth management operations, build relationships across functional teams, and contribute to a seamless client experience. Your adaptability, attention to detail, and commitment to teamwork will be essential in supporting evolving operational priorities and delivering consistent, high-quality service. \nCore Responsibilities:\nProvide administrative and transactional support across Client Operations, including New Accounts, Client Services, Client Reporting, and Estates, with an initial focus on supporting the Estates team. \nPrepare, review, and process client documentation, including letters of direction, account maintenance requests, transaction forms, and other operational requirements. \nInitiate and coordinate transactions through custodian platforms, including NBIN, ensuring accurate and timely processing in accordance with established procedures. \nLiaise with custodians and internal stakeholders to facilitate client requests, follow up on outstanding transactions, and resolve routine processing inquiries. \nSupport Senior Associates with the administrative requirements of estate settlements, including preparing settlement documentation, coordinating account transfers and disbursements, and tracking outstanding requirements. \nMaintain accurate and complete client records within Salesforce and other internal systems, ensuring appropriate documentation, case updates, and follow-up. \nCollaborate with colleagues across Client Operations and Private Wealth to facilitate effective communication, seamless handoffs, and a consistent client experience. \nContribute to ongoing process improvements while actively developing knowledge of wealth management operations, systems, and procedures across functional teams. \nRequired Skills & Qualifications:\n1-3 years of experience in financial services, operations, administration, or a related client service environment preferred. \nExperience in wealth management, investment operations, or transaction processing considered an asset. \nGeneral understanding of Canadian investment account types and registered plans considered an asset. \nStrong organizational and administrative skills with exceptional attention to detail. \nProficiency in Microsoft Outlook, Excel, Word, and other standard office applications. \nExperience with Salesforce and/or other financial services platforms considered an asset. \nExcellent written and verbal communication skills. \nAbility to manage multiple priorities, meet deadlines, and maintain accuracy in a fast-paced environment. \nA proactive, resourceful, and solutions-oriented approach to work. \nStrong interpersonal skills and a collaborative, team-oriented mindset. \nDemonstrated willingness to learn new systems, processes, and operational functions. \nPost-secondary education in business, finance, or a related discipline considered an asset. \nCanadian Securities Course (CSC) or other relevant industry certification considered an asset. \nCompensation & Benefits Package:\nThis position comes with a base salary range of $51,000 - $65,000 plus a competitive performance bonus, RRSP contribution and participation in our profit-sharing program. Base salary will be commensurate with experience, skills, and qualifications.\nAt Nicola Wealth, our people grow our business, delight our clients, and live our values every day. Our comprehensive compensation and benefits package reflects our appreciation for this commitment. Whether it’s participating in our profit sharing and benefit programs on day one, or the opportunity to participate in our share ownership program, our people are able to go beyond a conventional salary and bonus structure. To learn more about our complete package, visit: www.nicolawealth.com/total-rewards.\nThis role is a current vacancy within Nicola Wealth.\nPlease include both a cover letter and resume in support of your application. We are an inclusive, equal opportunity employer. For more information about this and other roles: www.nicolawealth.com/careers.\nIt is our priority to remove barriers to provide equal access to employment. Should you require reasonable accommodation during the recruitment process please contact us at  and we will work with you to meet your needs. All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Nicola Wealth policies.\nThank you for your interest in a career with Nicola Wealth!","description_format":"text","description_chars":6137,"description_truncated":false,"requirements":{"experience_years_min":1,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":null,"security_clearance":false,"languages":[]},"benefits":[],"hiring_locations":[],"hiring_excludes":[],"relocation_offered":false,"industries":["Wealth Management & Financial Advisors","Asset Management & Funds"],"lifecycle":[{"event":"open","at":"2026-11-12T00:37:28Z"}],"visa":[],"liveness":{"score":86,"band":"hot","label":"Hiring now","p_open":1,"p_active":0.86,"p_room":1,"age_days":0,"expected_fill_days":49,"reasons":["conf:2","win:early","comp:junior"],"computed_at":"2026-11-12T02:55:26Z"},"pay":{"stated_usd_annual":45643,"is_top_pay":false},"html_url":"https://alion.io/job/nicola-wealth-client-operations-associate","json_url":"https://alion.io/job/nicola-wealth-client-operations-associate.json","meta":{"generated_at":"2026-11-12T02:55:26Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","about":"Alion is a live layer of people, companies and AI agents: who they are, whether they are real and active right now, what they do and how to work with them, readable by people and by agents and paid per call.","catalog":"https://alion.io/catalog.json","usage":{"tier":"crawler_verified","counted_by":"address","units_charged":1,"used_today":6545,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-11-13T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.1,"usd":0.01,"plus_per_slice":{"credits":0.05,"usd":0.005}},"unit":"per company, plus each slice with data","note":"the employer in depth","call":{"mcp_tool":"get_company","arguments":{"id":706834},"rest":"https://alion.io/mcp/rest/get_company?id=706834"},"human":"https://alion.io/catalog?offer=company.slices&for=job%2Fnicola-wealth-client-operations-associate"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"live","price":{"credits":2,"usd":0.2},"unit":"per slice","note":"pay, demand and time to fill for this role and place","call":{"mcp_tool":"market_stats"},"human":"https://alion.io/catalog?offer=market.stats&for=job%2Fnicola-wealth-client-operations-associate"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.1,"usd":0.01},"unit":"per posting in a list","note":"similar open postings","call":{"mcp_tool":"search_jobs"},"human":"https://alion.io/catalog?offer=job.search&for=job%2Fnicola-wealth-client-operations-associate"},{"id":"company.verify","title":"Is this company real and active right now","status":"pilot","price":null,"unit":"per company","request":{"url":"https://alion.io/catalog/request","method":"POST","body":"{\"offer\": \"company.verify\", \"for\": \"job/nicola-wealth-client-operations-associate\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Fnicola-wealth-client-operations-associate"}],"agent":{"mcp":"https://alion.io/mcp/jobs","mcp_open":"https://alion.io/mcp/open","next":[{"tool":"get_job","arguments":{"id":4120720}},{"tool":"search_jobs","arguments":{"company":"nicolawealth.com","detail":"compact"}},{"tool":"match_people","arguments":{"job_id":4120720},"note":"people open to offers who fit this vacancy"}],"note":"The same data through MCP tools: https://alion.io/mcp/open needs no sign-in (compact searches, postings, people); https://alion.io/mcp with an Alion account has everything. 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