Raymond James Ltd. in Vancouver seeks a Client Service Assistant to support client onboarding, front-office operations, and daily client interactions in a quick-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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