Client Services Coordinator Wealth Management

Support BLA Private Wealth clients in Waterloo through organized administration, account tasks, and professional in-office service. Bring accuracy and strong communication daily.

As a Client Services Coordinator, you will support advisors, manage administrative operations, and serve as the first client contact. The position includes wealth management administration, account documentation, and communication with clients and team members. Experience in financial services administration, preferably within a CIRO environment, is valued.

• Greet clients and create a welcoming office experience
• Answer, triage, and delegate phone and email inquiries
• Coordinate existing-client meetings through structured communication cycles
• Prepare EFTs, bank wires, instructions, and account documentation
• Maintain records, supplies, mail, couriers, and client areas

• Minimum two years of office administration experience
• Wealth management industry experience preferred
• Strong accuracy and confidential information-handling skills
• Excellent written and verbal communication abilities
• Proficiency with Outlook, Word, Excel, and new platforms

Apply your client service, wealth management administration, and organizational skills with BLA Private Wealth in Waterloo.