Client Service Specialist at Raymond James Financial, Inc.

• 2500711

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 member of the team, reporting to the Branch Manager, you will provide ongoing administrative support to a team and its clients at our Victoria Branch.

What will your role be responsible for?

• Account openings – confirm with the client; following through with signatures and process with back office;
• Process and follow up on security transactions and transfers;
• Ensure all clients’ accounts are up-to-date;
• Foster and support client relationships by liaising with clients, responding to requests and proactive problem solving;
• Administer account statements – monthly, by email;
• Service clients’ general day-to-day requests;
• Review client trades with utmost accuracy and ensuring timely settlement;
• Liaise with corporate back office to complete client inquires and requests;
• Prepare and review daily/monthly/annual reports, client correspondence and taking ownership of project work;
• Social media marketing, monitoring and posting
• Maintain Financial Advisor files, calendar; and
• Perform general office duties.

What can you expect from us?

Our most important investment is in people. Upon eligibility, Raymond James Ltd offers flexible workstyles, 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 CRM software considered an asset.

Licenses and Certifications

• Investment Representative (IR) 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.

Salary Range: BC (based on Education, Work Experience, etc) $45,000-65,000 including competitive performance bonuses/incentives

Job Wealth management Primary Location CA-BC-Victoria-Victoria Organization Branch Schedule Full-time Status Permanent Full-Time