Client Service Specialist

At Raymond James, we develop, we collaborate, we decide, we deliver, and we improve together.

Client Service Specialist

Raymond James Ltd. is Canada's leading independent investment dealers offering high quality investment products and services to Canadians seeking customized solutions to their wealth management needs.

How does the role impact the organization?

The successful candidate will join Aspira Wealth, one of the larger teams in the Victoria, BC branch, where there is ample opportunity for growth. We operate with servant hearts - towards our clients and each other. Our team is made up of passionate individuals from all walks of life, united by a common goal: to provide the best for our clients. Relationship-driven and collaborative, the right candidate will flourish here.

One of our greatest privileges is journeying through life with our clients. As a team of advocates, we simplify the complex. We are dependable and durable. Success at Aspira is defined by generosity, tenure, and prosperity among clients, founders, and the team. Monthly socials and an annual team trip are part of our DNA. We are building something meaningful and need the right person to embrace our vision and help us grow.

Responsibilities:

• Prepare, distribute, and process client documentation (mostly digital)
• Receive and direct incoming telephone calls
• Respond to and follow up on inquiries from clients and colleagues
• Handle day-to-day requests, such as EFTs, transferring funds between accounts, and wire transfers
• Administer and prepare investment performance and tax reporting
• Operate the Customer Relationship Management (CRM) software
• Act as a backup in trade execution
  
  

What can you expect from us?

Our most important investment is people. This role may offer flexible workstyles (4 days in the office and 1 day remote) and it comes with a competitive compensation package. Our benefits include Health Benefits, RRSP Matching Program, Employee Stock Purchase Plan, Paid Time Off, Volunteer Days, Discretionary Bonuses, Tuition Reimbursement, and more! We also support internal promotion and community involvement. Historically, successful team members have seen double-digit growth in their remuneration in their initial years.

What do we expect from you?

• Proficiency in Microsoft Office with a willingness and ability to learn new applications
• Strong verbal, written, and interpersonal communication skills with both clients and colleagues
• Proficiency in quantitative analysis and adept problem-solving skills
• Flexibility and adaptability to a dynamic and fast-paced environment
• Excellent attention to detail
• Ability to prioritize, multitask, work within time constraints, and follow up
  
  

Education and Experience:

• Post-secondary education in Business Administration
• Experience with Dataphile and Maximizer is an asset
  
  

Licenses and Certifications:

• Investment Representative licensing, including the successful completion of the Canadian Securities Course and the Conduct and Practices Handbook, is required; or a willingness to pursue the IR Licensing within 12 months of joining
  
  

We encourage our associates at all levels to:

• Grow professionally and inspire others to do the same
• Work with and through others to achieve desired outcomes
• Make prompt, pragmatic choices and act with the client in mind
• Take ownership and hold themselves and others accountable for delivering results that matter
• Contribute to the continuous evolution of the firm
  
  

At Raymond James, we honor, value, and respect the uniqueness, experiences, and backgrounds of all our associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. It is part of our people-first culture. The company is an equal opportunity employer and makes all employment decisions based on merit and business needs.

We demonstrate our commitment to ensuring equal opportunities for all candidates. To request accommodations, candidates are instructed to contact Human Resources via email at [email protected] . By reaching out to this email address, candidates can communicate their specific requirements and discuss the necessary accommodations they may need to participate fully in the recruitment process.

Salary Range: BC (based on Education, Work Experience, etc) Total compensation package in the $65,000 to $75,000 range, depending on experience and licensing credentials. Base salary is $45,000 to $50,000 per annum.

Job

Wealth management

Primary Location

CA-BC-Victoria-Victoria

Organization

Branch

Schedule

Full-time

Status

Permanent Full-Time