Join Strong 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
- Robust 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.

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