Join Raymond James in Cochrane as a Client Service Assistant and elevate client experiences. Support administrative functions, manage client information, and enhance service delivery. As a part of the Cochrane Wealth Management team, you will be responsible for supporting the client onboarding process and maintaining key client relationships.

This role necessitates excellent communication skills and proficiency in Microsoft Office to succeed in a fast-paced setting, demonstrating a genuine interest in client service. Key Responsibilities:

- Manage client onboarding documentation and information gathering
- Communicate updates and maintain client records accurately
- Prepare professional reports and correspondence for various stakeholders
- Respond quickly to client requests and queries efficiently
- Oversee calendar management and meeting coordination Requirements:
- Minimum 1 year of relevant administrative experience
- Completion of a post-secondary education program
- Proficient with Microsoft Office applications
- Strong organizational and independent learning skills
- Capability to work under pressure and prioritize tasks Leverage your client service skills in a rewarding Assistant position at Raymond James in Cochrane.

📌 Raymond James Client Service Assistant (Cochrane)
🏢 Raymond James Financial
📍 Cochrane