Client Service Specialist

Job Description - Client Service Specialist (2600116)

Client Service Specialist - 2600116

Peak Horizon Wealth of Raymond James Ltd. is an independent wealth advisory practice focused on delivering high-quality, personalized wealth management solutions to individuals, families and business owners.

We are seeking a Client Service Specialist to assist the Advisor in his day-to-day operation. This is a high-trust, detail-driven role for someone who takes ownership, exercises sound judgment, and thrives in a professional advisory environment. The Client Service Specialist serves as the first point of contact for clients and visitors
. As you’ll manage the front-desk operations, this role is client-facing and plays a key role in delivering a polished, welcoming experience.

• Front-desk reception:
  Answer inbound calls, greet office visitors, receive deliveries.
• Manage the Advisor’s calendar:
  Set up client meetings (in-person & virtual), send reminders to clients, send emails to book meetings, make calls to confirm, etc.
• Manage the Advisor’s email inbox:
  Flag emails that need responses, handle basic queries; manage own inbox too.
• Office management:
  Ensure office is in good order, order office supplies, set up client room for meetings.
• Administrative support:
  Open new accounts, handle fund deposits/withdrawals, review daily cash transactions, prepare portfolio review packages, maintain client records.
• Insurance management:
  Check insurance company portal messages, send premium due reminders to clients, run basic insurance quotes.

• 1-3 years of experience in financial services administration or advisory support
• Professional, friendly, and client-focused demeanor
• Exceptional attention to detail and organizational skills
• Excellent verbal and written communication skills
• Proficiency in Microsoft Office (Outlook, Word, Excel) and CRM platforms
• Experience with Dataphile and Croesus is an asset and preferred
• Comfortable handling confidential and time-sensitive matters independently

• Competitive base salary with performance-based bonus
• Comprehensive group benefits plan, including extended health & dental benefits, paramedical services (massage, physiotherapy, chiropractic, etc.), life insurance and long-term disability coverage.
• Two weeks per annum paid vacation, in addition to statutory holidays
• Opportunity for structured learning and long-term career growth and advancement

Please submit your resume and cover letter by Friday, February 27, 2026, referencing the position title, to

All applicants must complete a background verification process prior to employment, which includes a credit and criminal record check. We thank all applicants for their interest. Only candidates selected for an interview will be contacted. We are committed to accessibility at all stages of the recruitment process. If you require accommodation, please contact us using the details above.

Raymond James Ltd. is a member of the Investment Industry Regulatory Organization of Canada (IIROC) and of the Canadian Investor Protection Fund (CIPF). Customers’ accounts are protected by the Canadian Investor Protection Fund within specified limits. A brochure describing the nature and limits of coverage is available upon request or at  3

Macs, Mac Dougall, Mac Dougall & Mac Tier and Raymond James Correspondent Services are divisions of Raymond James Ltd. Raymond James Ltd. is an integrated financial services firm. Its subsidiaries, Raymond James Investment Counsel Ltd., Raymond James Financial Planning Ltd., Raymond James Trust (Canada) and Raymond James Trust (Québec) Ltd. are not members of the IIROC or the CIPF. Please consult each subsidiary’s webpages for applicable corporate, regulatory or membership information.