Latest job information from Raymond James Ltd. for the position of Wealth Client Services Coordinator - In-Office. If the Wealth Client Services Coordinator - In-Office vacancy in Burlington matches your qualifications, please submit your latest application or CV directly through the updated Jobkos job portal.
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A wealth management firm in Burlington is seeking a detail-oriented Client Services Coordinator. The role involves supporting daily operations, client service, and compliance. Key responsibilities include processing transactions, coordinating meetings, and maintaining records. Candidates should have at least 2 years of administrative experience, preferably in wealth management. Strong communication skills and proficiency in Microsoft 365 are required. The salary range is $60,000–$70,000, based on experience. #J-18808-Ljbffr
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