West 4th Jobs

Showing results for west 4th jobs

Search instead for jobs

Client Service Assistant
Raymond James Financial, Inc. —Vancouver, BC
- $45,000–$48,000 a year
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
5h
Journeyman Electrician (or 3rd & 4th Year Apprentice)
West Fraser —Manning, AB
- Night shift
- Analysis skills
- Communication skills
- Dental care
- Life insurance
Quick apply
5d
Millwright Certified
West Fraser —Blue Ridge, AB
- Weekends as needed
- Communication skills
- Mechanical knowledge
Quick apply
Clinical Product Specialist (Physiotherapist)
Run As You Are —Vancouver, BC
- From $48 an hour
- Part-time
- Communication skills
Quick apply
Physiotherapist - Part Time Contractor
Run As You Are —Vancouver, BC
- From $48 an hour
- Part-time
Quick apply
Studio Director (Physiotherapist)
Run As You Are —Vancouver, BC
- Part-time
- Leadership
- Communication skills
Quick apply
Physiotherapist - Full Time Contractor
Run As You Are —Vancouver, BC
- From $48 an hour
- Part-time
Quick apply
Small Animal Veterinarian
P3 Veterinary Partners —Stephenville, NL
- Part-time
- Doctoral degree
- Dental care
- Paid time off
Quick apply

Explore jobs in cities nearby

Check out jobs in cities near your current location, Columbus

Location Administrator
MakerKids —Toronto, ON
Make a meaningful impact on children's learning and development. Handle routine billing, payments, cancellations, and discounts, and reconcile unpaid amounts…
$20–$25 an hour
Quick apply

I want to receive the latest job alerts for west 4th

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Explore jobs in more locations

west 4th jobs near

Client Service Assistant

Raymond James Financial, Inc. -
Vancouver, BC

Apply Now

Job details

Full-time
$45,000–$48,000 a year
5 hours ago

Qualifications

Microsoft Powerpoint
Microsoft Word
Microsoft Excel
Microsoft Outlook
Post-secondary education
English
Microsoft Office
Finance
Financial services
Business planning
Business
Communication skills

Full job description

2600495

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 - [email protected]

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.

Job Wealth management

Primary Location CA-BC-Vancouver-Vancouver

Organization PCG IFS

Schedule Full-time

Status Permanent Full-Time

Apply Now

Refine Your Search

Client Service Assistant

Journeyman Electrician (or 3rd & 4th Year Apprentice)

Millwright Certified

Clinical Product Specialist (Physiotherapist)

Physiotherapist - Part Time Contractor

Studio Director (Physiotherapist)

Physiotherapist - Full Time Contractor

Small Animal Veterinarian

Explore jobs in cities nearby

I want to receive the latest job alerts for west 4th

Explore jobs in more locations

Job seeker tools

Employer Tools

Browse

Stay Connected