12 Aug
|
Raymond James Financial
|
Burnaby
12 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.
#J-18808-Ljbffr
📌 Client Experience & Operations Assistant (GenAI-Driven) (Burnaby)
🏢 Raymond James Financial
📍 Burnaby