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Raymond James

Raymond James

60 jobs near Columbus, OH

Raymond James Ltd.

Tax Consulting Manager

Toronto, ON

CA$120K - CA$140K/yr

At Raymond James, we develop, we collaborate, we decide, we deliver, and we improve together . Raymond James Ltd. is Canada's leading independent investment dealers offering high quality investment ...

Raymond James Ltd.

Wealth Advisor Assistant

Montreal, QC

CA$50K - CA$55K/yr

At Raymond James, we develop, we collaborate, we decide, we deliver, and we improve together . Raymond James Ltd. is Canada's leading independent investment dealers offering high quality investment ...

Raymond James Ltd.

Branch Assistant

Ottawa, ON

CA$50K - CA$55K/yr

At Raymond James, we develop, we collaborate, we decide, we deliver, and we improve together . Raymond James Ltd. is Canada's leading independent investment dealers offering high quality investment ...

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Showing results 1-20

Client Service Assistant

Raymond James Ltd.

Vancouver, BC

Full-time

PTO

Posted 14 days ago

Raymond James rating

7.5

Company rating: 7.5 out of 10

Based on 71 frontline employees who took The Breakroom Quiz

114th of 150 rated financial services

Job description

Client Service Assistant 

Weinmar Wealth - Raymond James Ltd., Vancouver, BC

At Raymond James, we develop, we collaborate, we decide, we deliver, and we improve together.

Raymond James Ltd. is one of Canada's leading independent investment dealers, offering high-quality investment products and services to Canadians seeking customized wealth management solutions.

Raymond James Independent Financial Services is seeking a Client Service Assistant to join the Weinmar Wealth - Raymond James Ltd. office in Vancouver.

Role Overview

The Client Service Assistant at Weinmar Wealth is a key operational and client service professional who helps ensure the team delivers exceptional client experiences, maintains operational excellence, and continuously improves internal processes. This role requires a high-capacity individual who thrives in a fast-paced wealth-management environment, demonstrates a high level of accuracy, and leverages modern productivity tools, including emerging Generative AI (GenAI) technologies, to enhance efficiency, communication, and client experience.

Weinmar Wealth of Raymond James Ltd. is seeking an exceptional Client Service Assistant who will provide outstanding support to our team through their expertise, dedication, and commitment to client service. This role is an excellent opportunity for a junior candidate or someone eager to learn, develop their skills, take on new challenges, and grow their career as part of a supportive and collaborative team.


What is the position responsible for?

Client Experience & Front-Office Operations

  • Client Interaction - Manage incoming calls, greet clients and guests, and maintain a polished and professional office environment.
  • Meeting Coordination - Schedule client and internal meetings, manage calendars, and ensure seamless logistics.
  • Client Onboarding - Support client onboarding activities, gather required documentation, and ensure adherence to applicable CIRO and firm requirements.

Operational Administration & Documentation

  • Document Management - Prepare professional correspondence, reports, and client materials, and track documentation as required.
  • CRM Quality Control - Maintain CRM accuracy, conduct periodic data reviews, and ensure all client information is current and compliant.

Marketing, Digital Support & Events

  • Social Media Support - Assist with content preparation, posting schedules, and messaging aligned with Raymond James' branding standards.
  • Event Coordination - Support planning and execution of client events, seminars, and community initiatives.
  • Website Updates - Maintain basic website content and coordinate updates with internal or external partners.

GenAI & Modern Productivity Tools

The successful candidate will demonstrate the ability to use approved and secure GenAI tools responsibly and effectively to enhance productivity, including:

  • AI-Assisted Drafting - Using approved and secure GenAI tools to draft emails, summarize documents, prepare meeting notes, and generate first-pass versions of reports.
  • AI-Enhanced Research - Leveraging approved and secure AI tools to gather background information, compare data, or prepare briefing materials.
  • Workflow Automation - Applying approved and secure AI-powered tools to streamline repetitive tasks, such as formatting documents, organizing data, and creating templates.
  • Responsible AI Use - Understanding privacy, compliance, and data-handling expectations when using AI in a regulated financial environment.

To qualify for this opportunity, you possess:

Required Skills & Attributes

  • Meticulous attention to detail and commitment to accuracy.
  • Advanced proficiency in Microsoft Office, including Word, Excel, PowerPoint, OneNote, and Outlook, as well as modern browsers.
  • Strong organizational and problem-solving skills with the ability to manage multiple deadlines.
  • Proactive, self-directed work style with a strong sense of ownership.
  • Strong verbal and written communication skills and a collaborative, team-oriented approach.
  • Adaptability under pressure and comfort with shifting priorities.
  • Ability to learn independently, including new technologies and AI-supported workflows.

Qualifications

  • Post-secondary education in finance, business, financial planning, or wealth management is preferred.
  • Previous experience within the financial services industry or a CIRO-regulated environment is considered a strong asset.
  • CIRO Investment Representative license (or ability to obtain within 6 months).
  • U.S. licensing may be discussed depending on role scope.
  • Proficiency in English is required; additional language skills are considered an asset.


What can you expect from us?

Raymond James Ltd. values people as our most important investment. We offer a competitive compensation package and the opportunity to build a rewarding career within a firm that supports collaboration, professional development, and a client-first approach.

Work Environment & Compensation

  • Permanent full-time position.
  • A hybrid work arrangement may be available after six months, subject to business needs and management approval.
  • Full-time salary: $45,000-$48,000, plus discretionary performance bonus.
  • Comprehensive benefits, vacation, volunteer days, professional development support, and licensing reimbursement.
  • A people-first culture that values authenticity, diversity, and internal growth.


How to Apply:

If you are interested in joining our team, please submit your resume, quoting the position title, no later than August 31, 2026.

Email - Johannes.weinmar@raymondjames.ca

Address - Weinmar Wealth, Suite 330-1785 West 4th Avenue, Vancouver, BC, V6J 1M2

As a condition of employment, successful candidates will be required to complete a background verification process, which may include a credit check and a criminal record check. Employment is contingent on the satisfactory completion of a pre-employment background check.

We sincerely thank all applicants who express an interest in this role; only those being directly considered will be contacted.

Raymond James Ltd. recognizes the value of a diverse workforce and appreciates the unique skills and special contribution of each employee. We are committed to accessibility for candidates through all stages of the recruitment process. Should you require accommodation, please contact us using the details above and we will be pleased to assist.

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