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 market-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 Robust Private Wealth.

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