Client service and financial administration define this full-time, in-office position with BLA Private Wealth in Waterloo. Support clients, advisors, and account operations.

As Client Services Coordinator and Administrative Assistant, you will serve as the first client contact while supporting BLA Private Wealth’s advisory team. The position includes account administration, meeting coordination, document preparation, and office operations.

Experience in financial services administration, preferably within a CIRO workplace, is valued. You will handle sensitive information, review paperwork for accuracy, and help maintain dependable client service standards.

Key Responsibilities:
Greet clients and create a qualified, welcoming experience
Answer, triage, and delegate phone and email inquiries




Coordinate existing-client meetings through structured communication cycles
Process EFTs, bank wires, and client instructions
Support account openings, documentation, deposits, and record keeping

Requirements:
Minimum two years of office administration experience
Wealth management experience is preferred
Investment Representative license is strongly preferred
Excellent written and verbal communication skills
Proficiency with Outlook, Word, Excel, and recent software platforms

Bring organized client service, accurate account administration, and confidential information handling to BLA Private Wealth in Waterloo.
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📌 Client Services Coordinator Wealth Management London
🏢 Raymond James Financial
📍 London