Wealth Client Services Coordinator - In-Office at Raymond James Ltd.

Position Wealth Client Services Coordinator - In-Office
Posted 09 Mar 2026
Expired 08 Apr 2026
Company Raymond James Ltd.
Location Burlington | CA
Job Type Full Time

Job Description:

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.

Please note that applying for a job may not always be easy, as new candidates must meet certain qualifications and requirements set by the company. We hope the career opportunity at Raymond James Ltd. for the position of Wealth Client Services Coordinator - In-Office below matches your qualifications.

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

Job Info:

  • Company: Raymond James Ltd.
  • Position: Wealth Client Services Coordinator - In-Office
  • Work Location: Burlington
  • Country: CA

How to Submit an Application:

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