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 rapid-paced environment, demonstrating a genuine interest in client service.Key Responsibilities:
Manage client onboarding documentation and information gathering
Communicate updates and maintain client records accurately
Prepare qualified reports and correspondence for various stakeholders




Respond quickly to client requests and queries efficiently
Oversee calendar management and meeting coordinationRequirements:
Minimum 1 year of relevant administrative experience
Completion of a post-secondary education program
Proficient with Microsoft Office applications
Robust organizational and independent learning skills
Capability to work under pressure and prioritize tasksLeverage your client service skills in a rewarding Assistant position at Raymond James in Cochrane.#J-18808-Ljbffr

📌 Raymond James Client Service Assistant Red Deer
🏢 Raymond James Financial
📍 Red Deer