Financial Services Client Support Coordinator

Serve as the first point of contact for BLA Private Wealth clients in Waterloo. Coordinate inquiries, meetings, and account instructions in office.

The Client Services Coordinator provides client-focused support to the advisory team at BLA Private Wealth. You will answer calls and emails, schedule meetings, prepare electronic transfers, and manage documentation across dealer and custodial platforms. The role suits an organized professional comfortable with multiple priorities and confidential information.

• Answer incoming calls and emails from clients
• Route inquiries to appropriate advisors or team members
• Schedule meetings for existing clients
• Prepare electronic fund transfers and bank wires
• Organize filing, records, mail, supplies, and documents

• Client-centered, positive, and proactive approach
• Ability to manage multiple priorities efficiently
• Strong written and verbal communication skills
• Confidential handling of sensitive client information
• Comfort learning new software platforms

Use your financial services administration, communication, and problem-solving skills to support clients and advisors at BLA Private Wealth.