Client Service Assistant

Raymond James Financial; Vancouver; On-site; CAD 45,000 - 55,000; Full time

Benefits offered by this job

Health Benefits

RRSP Matching Program

Employee Stock Purchase Plan

Paid Time Off

Volunteer Days

Discretionary Bonuses

Tuition Reimbursement

many more!

Job summary

Raymond James Ltd. is seeking a Client Service Assistant to provide a high-touch client experience, manage inquiries, and support onboarding and communications.

You will maintain Salesforce/CRM records, assist with account openings and transfers, and support Advisors with portfolio reporting and investment administration activities.

Qualifications

• Minimum 2 years of administrative experience in the financial services industry.
• Post-secondary education, preferably in finance or a related discipline.
• CIRO licensed is an asset, or willingness to obtain within 6 months.

Responsibilities

• Deliver a high-touch client experience by acting as a key point of contact, responding to inquiries, coordinating requests, and supporting client onboarding and communications.
• Prepare for client review meetings by gathering account information, portfolio materials, financial planning documentation, and creating agendas and presentation materials.
• Maintain accurate Salesforce/CRM records, document meeting notes and action items, and coordinate timely follow-up on client requests and commitments.
• Assist with account openings, transfers, contributions, withdrawals, and registered account administration while ensuring documentation and compliance requirements are completed accurately.
• Support Advisors with portfolio reporting, account reviews, and investment administration activities.
• Coordinate the collection of information required for financial planning activities and liaise with clients and external professionals, including accountants, lawyers, and insurance specialists.
• Coordinate Advisor schedules, client review cycles, and service commitments while managing competing priorities in a fast-paced environment.
• Support process improvement initiatives and maintain procedures, templates, and documentation to promote operational efficiency and consistency; and
• Take ownership of special projects and other client service or operational initiatives as required.

Skills

Administrative experience

Client service

CRM systems

Microsoft Office

Attention to detail

Discretion

Communication skills

Education

Post-secondary education in finance or related discipline

Tools

Salesforce

Job description

Job Description - Client Service Assistant (2600635)

Client Service Assistant - 2600635

At Raymond James,wedevelop,wecollaborate,wedecide,wedeliver, andweimprove together

Raymond James Ltd. is Canada’s leading independent investment dealers offering high quality investment products and services to Canadians seeking customized solutions to their wealth management needs.

At Velocity Investment Partners, we are our client’s Financial Dream Team, delivering a premium wealth management experience inspired by the flawless service encountered at the world’s finest luxury resorts and brands. As a trusted Family Office, we act as their Family CFO and trusted advisor, providing valued stewardship of their wealth, including coordinating with lawyers, accountants and other advisors. We protect and grow our client’s wealth through exceptional investment management, smart tax strategies, and seamless generational wealth transfer. Our young, energetic, and fast-paced team operates with the precision and camaraderie of an elite sports team, thriving in a demanding environment where excellence is the standard.

Velocity Investment Partners |Client Service Assistant

How does the role impact the organization?

Velocity Investment Partners (VIP) is seeking an experienced, highly organized Client Service Assistant to join our growing team.

This is not a traditional administrative role. We are looking for a dynamic professional who thrives in a high-performance, fast-paced environment, can manage multiple priorities simultaneously, and understands the level of responsiveness, discretion and attention to detail required when working with high-net-worth families.

What is the position responsible for?

• Deliver a high-touch client experience by acting as a key point of contact, responding to inquiries, coordinating requests, and supporting client onboarding and communications;
• Prepare for client review meetings by gathering account information, portfolio materials, financial planning documentation, and creating agendas and presentation materials;
• Maintain accurate Salesforce/CRM records, document meeting notes and action items, and coordinate timely follow-up on client requests and commitments;
• Assist with account openings, transfers, contributions, withdrawals, and registered account administration while ensuring documentation and compliance requirements are completed accurately;
• Support Advisors with portfolio reporting, account reviews, and investment administration activities;
• Coordinate the collection of information required for financial planning activities and liaise with clients and external professionals, including accountants, lawyers, and insurance specialists;
• Coordinate Advisor schedules, client review cycles, and service commitments while managing competing priorities in a fast-paced environment;
• Support process improvement initiatives and maintain procedures, templates, and documentation to promote operational efficiency and consistency; and
• Take ownership of special projects and other client service or operational initiatives as required.

What can you expect from us?

Our most important investment is in people. Upon eligibility, Raymond James Ltd offersa competitive compensation and benefits package.

• Health Benefits
• RRSP Matching Program
• Employee Stock Purchase Plan
• Paid Time Off
• Volunteer Days
• Discretionary Bonuses
• Tuition Reimbursement
• many more!

We also support internal promotion and community involvement.

What do we expect from you?

• Understanding of investment accounts, registered plans, investment products, and wealth management concepts, or a strong interest in developing expertise in these areas;
• Experience delivering high-quality client service, preferably within financial services, wealth management, banking, or a professional services environment;
• Strong written and verbal communication skills, with the professionalism and confidence to interact with clients, Advisors, and external professionals;
• Demonstrated ability to handle confidential and sensitive information with discretion and sound judgment;
• Exceptional organizational, prioritization, and problem-solving skills, with the ability to manage multiple priorities in a fast-paced environment;
• Meticulous attention to detail and commitment to accuracy;
• Strong technology skills, including Microsoft Office and CRM systems; Salesforce experience is considered an asset; and
• Proactive, collaborative, and self-motivated, with a willingness to learn, take ownership of responsibilities, and contribute to a positive client and team experience.

Education and Experience

• Minimum 2 year of administrative experience in the financial services industry; and
• Post-secondary education, preferably in finance or a related discipline.

Licenses and Certifications

• CIRO licensed is an asset, or willingness to obtain within 6 months.

We encourage our associates at all levels to:

• Grow professionally and inspire others to do the same
• Work with and through others to achieve desired outcomes
• Make prompt, pragmatic choices and act with the client in mind
• Take ownership and hold themselves and others accountable for delivering results that matter
• Contribute to the continuous evolution of the firm

Salary Range: $45,000 - 55,000 annually, in addition to competitive performance bonuses/incentives.

Actual compensation will be determined based on skills, experience, internal equity, and other job requirements.

This posting is for an existing vacancy.

At Raymond James – we honor, value, respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic self, our organization, clients and communities thrive, it is part of our people-first culture. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.

Here at Raymond James we demonstrate our commitment to ensuring equal opportunities for all candidates. To request accommodations, candidates are instructed to contact Human Resources via email at [e-mail]. By reaching out to this email address, candidates can communicate their specific requirements and discuss the necessary accommodations they may need to participate fully in the recruitment process.

We may use automated or AI-enabled tools to support parts of our recruitment and screening process, including screening, assessing or selecting applicants where applicable. These tools help us review applications efficiently, but they do not replace human decision-making.

Raymond James Ltd. is a member of the Investment IndustryRegulatory Organization of Canada (IIROC) and of the Canadian Investor ProtectionFund (CIPF). Customers’ accounts are protected by the Canadian Investor ProtectionFund within specified limits. A brochure describing the nature and limits ofcoverage is available upon request or at . 3Macs, MacDougall,MacDougall & MacTier and Raymond James Correspondent Services are divisions ofRaymond James Ltd. Raymond James Ltd. is an integrated financial services firm. Itssubsidiaries, Raymond James Investment Counsel Ltd., Raymond James FinancialPlanning Ltd., Raymond James Trust (Canada) and Raymond James Trust (Québec) Ltd.are not members of the IIROC or the CIPF. Please consult each subsidiary’s webpagesfor applicable corporate, regulatory or membership information. www.cipf.ca