Client Experience & Operations Assistant (GenAI-Driven) (British Columbia)

Client Experience & Operations Assistant (GenAI-Driven) (British Columbia)

11 Aug
|
Raymond James Financial
|
British Columbia

11 Aug

Raymond James Financial

British Columbia

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 workplace. 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.

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

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