Client Services Coordinator at Raymond James

Burlington, Ontario, Canada -

Full Time

Start Date

Immediate

Expiry Date

27 May, 26

Salary

70000.0

Posted On

26 Feb, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Client Service, Account Administration, Compliance Support, Office Coordination, Transaction Processing, New Account Openings, Regulatory Compliance, File Maintenance, Workflow Efficiency, Microsoft 365

Industry

Financial Services

Description

About Us Strong Private Wealth of Raymond James Ltd. is a boutique wealth management practice in Burlington, Ontario. Guided by our philosophy, Life Well Invested®, we deliver disciplined financial advice and a high-touch client experience within the regulatory framework of Raymond James Ltd. and CIRO standards. https://www.strongprivatewealth.com/ The Role We are seeking a professional, detail-oriented Client Services Coordinator to support our advisory team and ensure seamless daily operations. This role combines client service, account administration, compliance support, and of-fice coordination in a fast-paced wealth management environment. Key Responsibilities • Serve as first point of contact for clients (in person, phone, email) • Schedule meetings and coordinate client communications • Process EFTs, wires, and other client transactions • Assist with new account openings and updates through Raymond James systems • Review documentation for accuracy and regulatory compliance • Maintain organized client files and records • Support daily office operations and workflow efficiency Qualifications • Minimum 2 years administrative experience • Wealth management or CIRO-regulated experience strongly preferred • IR or RR registration considered an asset • Knowledge of investment products and compliance processes • Strong attention to detail and confidentiality • Excellent communication and organizational skills • Proficiency in Microsoft 365 • Ability to work full-time, in-office Compensation & Benefits Base salary range: $60,000–$70,000, determined by experience, licensing, and industry background. Additional support may include licensing assistance, professional development, and par-ticipation in applicable benefits programs. Diversity & Accessibility Strong Private Wealth of Raymond James Ltd. is committed to an inclusive workplace. In accordance with the Accessibility for Ontarians with Disabilities Act (AODA), accommodation is available throughout the recruitment process upon request. Raymond James Ltd. is an equal opportunity employer. How to Apply Please submit your résumé and a brief cover letter outlining your relevant experience.

Responsibilities

The Client Services Coordinator will act as the primary contact for clients, managing communications, scheduling, and processing various financial transactions like EFTs and wires. This role also involves assisting with new account administration and ensuring documentation meets regulatory compliance standards.