Client Service Specialist

Location: Markham, ON (In-Office)

Reports To: Senior Wealth Advisor & Portfolio Manager

About Peak Horizon Wealth (PHW)

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.

Role Overview

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.

Key Responsibilities

• Front-desk reception: Answer inbound calls, greet office vis...