Client Services Coordinator Wealth Management

Client service and financial administration define this full-time, in-office position with BLA Private Wealth in Waterloo. Support clients, advisors, and account operations.

As Client Services Coordinator and Administrative Assistant, you will serve as the first client contact while supporting BLA Private Wealth’s advisory team. The position includes account administration, meeting coordination, document preparation, and office operations. Experience in financial services administration, preferably within a CIRO environment, is valued. You will handle sensitive information, review paperwork for accuracy, and help maintain dependable client service standards.

Key Responsibilities:

• Greet clients and create a professional, welcoming experience
• Answer, triage, and delegate phone and email inquiries
• Coordinate existing-client meetings through structured communication cycles
• Process EFTs, bank wires, and client instructions
• Support account openings, documentation, deposits, and record keeping

Requirements:

• Minimum two years of office administration experience
• Wealth management experience is preferred
• Investment Representative license is strongly preferred
• Excellent written and verbal communication skills
• Proficiency with Outlook, Word, Excel, and new software platforms

Bring organized client service, accurate account administration, and confidential information handling to BLA Private Wealth in Waterloo.