Support BLA Private Wealth clients in Waterloo through organized administration, account tasks, and professional in-office service. Bring accuracy and robust communication daily.

As a Client Services Coordinator, you will support advisors, manage administrative operations, and serve as the first client contact. The position includes wealth management administration, account documentation, and communication with clients and team members. Experience in financial services administration, preferably within a CIRO setting, is valued.

Key Responsibilities:
Greet clients and create a welcoming office experience
Answer, triage, and delegate phone and email inquiries
Coordinate existing-client meetings through structured communication cycles
Prepare EFTs, bank wires,



instructions, and account documentation
Maintain records, supplies, mail, couriers, and client areas

Requirements:
Minimum two years of office administration experience
Wealth management industry experience preferred
Robust accuracy and confidential information-handling skills
Excellent written and verbal communication abilities
Proficiency with Outlook, Word, Excel, and new platforms

Apply your client service, wealth management administration, and organizational skills with BLA Private Wealth in Waterloo.

📌 Client Services Coordinator Wealth Management London (Canada)
🏢 Raymond James
📍 Canada