Client Experience & Operations Assistant (GenAI-Driven) (Burnaby)

Client Experience & Operations Assistant (GenAI-Driven) (Burnaby)

06 Aug
|
Raymond James Financial
|
Burnaby

06 Aug

Raymond James Financial

Burnaby

Raymond James Ltd. in Vancouver seeks a Client Service Assistant to support client onboarding, front-office operations, and daily client interactions in a fast-paced wealth-management setting. You will coordinate meetings, manage documentation, and ensure a polished office flow.

The role emphasizes accuracy, CRM data quality, and collaboration across the team, with opportunities to grow in a supportive wealth-management firm that values client experience.

📌 Client Experience & Operations Assistant (GenAI-Driven) (Burnaby)
🏢 Raymond James Financial
📍 Burnaby

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