Client Service Assistant

Raymond James Independent Financial Services seeking a full-time Customer Service Assistant to work in our Langley office. Raymond James Ltd. is one of Canada’s leading full-service independent investment dealers offering high-quality investment products and services to Canadians seeking customized solutions to their wealth management needs.

Your self-motivated, energetic nature, exceptional administrative skills, and dependable character make you well-suited for the role. You possess the ability to work independently or as part of a team while meeting deadlines. Your proven effective time management skills and dedication to client service show that you are willing to go the extra mile to complete tasks.

Responsibilities

• Answer client queries and provide the appropriate information when requested
• Record all client interactions using CRM
• Coordinate schedules and appointments for the lead agent
• Manage office corr...