Client Service Assistant

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 products and services to Canadians seeking customized solutions to their wealth management needs.

At Velocity Investment Partners, we are our client’s Financial Dream Team, delivering a premium wealth management experience inspired by the flawless service encountered at the world’s finest luxury resorts and brands. As a trusted Family Office, we act as their Family CFO and trusted advisor, providing valued stewardship of their wealth, including coordinating with lawyers, accountants and other advisors. We protect and grow our client’s wealth through exceptional investment management, smart tax strategies, and seamless generational wealth transfer. Our young, energetic, and fast-paced team operates with the precision and camaraderie of an elite sports team, thriving in a demanding environment where excellence is the standard.

Velocity Investment Partners |Client Service Assistant

How does the role impact the organization?

Velocity Investment Partners (VIP) is seeking an experienced, highly organized Client Service Assistant to join our growing team.

This is not a traditional administrative role. We are looking for a dynamic professional who thrives in a high-performance, fast-paced environment, can manage multiple priorities simultaneously, and understands the level of responsiveness, discretion and attention to detail required when working with high-net-worth families.

What is the position responsible for?

• Deliver a high-touch client experience by acting as a key point of contact, responding to inquiries, coordinating requests, and supporting client onboarding and communications;
• Prepare for client review meetings by gathering account information, portfolio materials, financial planning documentation, and creating agendas and presentation materials;
• Maintain accurate Salesforce/CRM records, document meeting notes and action items, and coordinate timely follow-up on client requests and commitments;
• Assist with account openings, transfers, contributions, withdrawals, and registered account administration while ensuring documentation and compliance requirements are completed accurately;
• Support Advisors with portfolio reporting, account reviews, and investment administration activities;
• Coordinate the collection of information required for financial planning activities and liaise with clients and external professionals, including accountants, lawyers, and insurance specialists;
• Coordinate Advisor schedules, client review cycles, and service commitments while managing competing priorities in a fast-paced environment;
• Support process improvement initiatives and maintain procedures, templates, and documentation to promote operational efficiency and consistency; and
• Take ownership of special projects and other client service or operational initiatives as required.

What can you expect from us?

Our most important investment is in people. Upon eligibility, Raymond James Ltd offers a competitive compensation and benefits package. Our benefits range from Health Benefits, RRSP Matching Program, Employee Stock Purchase Plan, Paid Time Off, Volunteer Days, Discretionary Bonuses, Tuition Reimbursement and many more! We also support internal promotion and community involvement.

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 products and services to Canadians seeking customized solutions to their wealth management needs.

At Velocity Investment Partners, we are our client’s Financial Dream Team, delivering a premium wealth management experience inspired by the flawless service encountered at the world’s finest luxury resorts and brands. As a trusted Family Office, we act as their Family CFO and trusted advisor, providing valued stewardship of their wealth, including coordinating with lawyers, accountants and other advisors. We protect and grow our client’s wealth through exceptional investment management, smart tax strategies, and seamless generational wealth transfer. Our young, energetic, and fast-paced team operates with the precision and camaraderie of an elite sports team, thriving in a demanding environment where excellence is the standard.

Velocity Investment Partners |Client Service Assistant

How does the role impact the organization?

Velocity Investment Partners (VIP) is seeking an experienced, highly organized Client Service Assistant to join our growing team.

This is not a traditional administrative role. We are looking for a dynamic professional who thrives in a high-performance, fast-paced environment, can manage multiple priorities simultaneously, and understands the level of responsiveness, discretion and attention to detail required when working with high-net-worth families.

What is the position responsible for?

• Deliver a high-touch client experience by acting as a key point of contact, responding to inquiries, coordinating requests, and supporting client onboarding and communications;
• Prepare for client review meetings by gathering account information, portfolio materials, financial planning documentation, and creating agendas and presentation materials;
• Maintain accurate Salesforce/CRM records, document meeting notes and action items, and coordinate timely follow-up on client requests and commitments;
• Assist with account openings, transfers, contributions, withdrawals, and registered account administration while ensuring documentation and compliance requirements are completed accurately;
• Support Advisors with portfolio reporting, account reviews, and investment administration activities;
• Coordinate the collection of information required for financial planning activities and liaise with clients and external professionals, including accountants, lawyers, and insurance specialists;
• Coordinate Advisor schedules, client review cycles, and service commitments while managing competing priorities in a fast-paced environment;
• Support process improvement initiatives and maintain procedures, templates, and documentation to promote operational efficiency and consistency; and
• Take ownership of special projects and other client service or operational initiatives as required.

What can you expect from us?

Our most important investment is in people. Upon eligibility, Raymond James Ltd offers a competitive compensation and benefits package. Our benefits range from Health Benefits, RRSP Matching Program, Employee Stock Purchase Plan, Paid Time Off, Volunteer Days, Discretionary Bonuses, Tuition Reimbursement and many more! We also support internal promotion and community involvement.

What do we expect from you?

• Understanding of investment accounts, registered plans, investment products, and wealth management concepts, or a strong interest in developing expertise in these areas;
• Experience delivering high-quality client service, preferably within financial services, wealth management, banking, or a professional services environment;
• Strong written and verbal communication skills, with the professionalism and confidence to interact with clients, Advisors, and external professionals;
• Demonstrated ability to handle confidential and sensitive information with discretion and sound judgment;
• Exceptional organizational, prioritization, and problem-solving skills, with the ability to manage multiple priorities in a fast-paced environment;
• Meticulous attention to detail and commitment to accuracy;
• Strong technology skills, including Microsoft Office and CRM systems; Salesforce experience is considered an asset; and