Join Robust Private Wealth of Raymond James Ltd. as a Client Experience Assistant in Burlington, ON. Focus on client interactions, documentation accuracy, and fostering long-term relationships.

This role is essential in delivering personalized service in a fast-paced environment. You will assist with various administrative tasks, ensuring our high standards for client care are maintained. This full-time contract position offers a competitive salary and the chance for professional development within the financial services sector.

Key Responsibilities:
• Manage the client onboarding process efficiently
• Prepare and update accurate client documentation
• Communicate effectively with clients to address their needs




• Respond to inquiries promptly and professionally
• Maintain data within the CRM system accurately

Requirements:
• 2 years of experience in administrative support
• Strong skills in Microsoft Office applications
• Excellent organizational and time management abilities
• Ability to handle multiple concurrent tasks
• A proactive and service-oriented approach

Utilize your skills to create meaningful client experiences and contribute to the ethos of Strong Private Wealth.
#J-18808-Ljbffr

📌 Client Experience Assistant at Raymond James (Ontario)
🏢 Raymond James Financial
📍 Ontario