Client Service Specialist

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

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.

Client Service Specialist

How does the role impact the organization?

As a Client Service Specialist at our Waterloo branch, you will play a pivotal role in ensuring exceptional client experiences and supporting our advisors.

What will your role be responsible for?

• Account openings – confirm with the client; following through with signatures and process with back office;
• Ensure all clients’ accounts are up-to-date;
• Execute client trades with utmost accuracy and ensuring timely settlement;
• Client communication – daily, by telephone and written communication;
• Administer account statements – monthly, by email;
• Commission reconciliation and interest rate calculations;
• Liaise with corporate back office to complete client inquires and requests;
• Anticipate and identify potential complications and finding appropriate solutions;
• Work as part of the team to meet client service requests;
• Monthly reporting to the team; and
• Social media marketing, monitoring and posting.
  
  

What can you expect from us?

Our most important investment is in people. Upon eligibility, Raymond James Ltd offers a competitive compensation and benefits package. Our benefits range from Health Benefits, RRSP Matching Program, Employee Stock Purchase Plan, Paid Time Off, Volunteer Days, Discretionary Bonuses, Tuition Reimbursement and many more! We also support internal promotion and community involvement.

What do we expect from you?

• Proficient in Microsoft Office with a willingness and ability to learn new applications;
• Verbal, written and interpersonal communication with both clients and colleagues;
• Proficient in Quantitative analysis and adept in problem-solving;
• Demonstrate flexibility and adaptability to a dynamic and fast-paced environment;
• Excellent attention to details; and
• The ability to prioritize, multitask, work within time constraints and follow-up.
  
  

Education And Experience

• Post-secondary education in Business Administration; and
• 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
• 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, respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic self, our organization, clients and communities thrive, it is part of our part of our people-first culture. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.

Here at Raymond James 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.

Job

Wealth management

Primary Location

CA-ON-Waterloo-Waterloo

Organization

Branch

Schedule

Full-time

Status

Permanent Full-Time