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 quick-paced workplace. 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 Robust Private Wealth. #J-18808-Ljbffr

📌 Client Experience Assistant At Raymond James Winnipeg
🏢 Raymond James Financial
📍 Winnipeg