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Client Service Associate

2 months ago

Edmonton, Canada Raymond James Financial Full time

Job Description - Client Service Associate (2402090)

Client Service Associate - 2402090

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.

Administrative Assistant/Client Service Associate

How does the role impact the organization?

Raymond James Ltd., Struthers Wealth Advisory Group, is seeking an Administrative Assistant/Client Service Associate to work in our Edmonton office. As one of Canada’s leading independent investment dealers, we offer high-quality investment products and services to Canadians seeking customized solutions for their wealth management needs.

The position’s primary focus is to assist the Advisor and Associates in the success of the business. The candidate must display meticulous attention to detail, possess a positive attitude, and have relationship building skills - as they will be dealing directly with clients. The successful candidate must also be responsible, self-motivated, and proficient at working closely with a capable, diverse, and experienced team.

What will your role be responsible for? 

  • Prepare and process paperwork accurately to ensure compliance
  • Maintain a cohesive filing system and complete general office duties
  • Be involved in preparing correspondence and reports
  • Manage incoming and outgoing phone calls with clients
  • Foster and support client relationships
  • Respond to requests in a timely manner with proactive problem-solving
  • Process and follow-up on security transactions and transfers, including incoming deposits from clients
  • Prepare fiscal year-end tax packages, and assist clients with tax inquiries
  • Periodically review administrative process to ensure they are current/efficient for the completion of tasks

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?

To qualify for this opportunity you possess:

  • Experience in the securities or financial industry
  • Completed a post-secondary degree and/or diploma
  • Completed the Canadian Securities course and the Conducts and Practices Handbook with 30-day training requirement for IR licensing (or must commit to complete IR licensing within 12 months of date hired)
  • Superior communication and customer service skills
  • Proficiency with Microsoft Office (Word, Excel, PowerPoint, and Outlook)
  • Working knowledge of Broadridge and CRM software (Maximizer, Salesforce) is an asset
  • The ability to handle confidential information
  • Flexibility and adaptability to changing priorities
  • Strong organizational and problem-solving skills
  • A desire to work full time in our downtown office with the rest of our team

Address: Suite 2300 – Rice Howard Place Tower 1, 10060 Jasper Ave NW, Edmonton, AB T5J 3R8

Visit us at: www.raymondjames.ca/jimstruthers

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 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 recruitment@raymondjames.ca. 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.

Raymond James Ltd. is a member of the Investment IndustryRegulatory Organization of Canada (IIROC) and of the Canadian Investor ProtectionFund (CIPF). Customers’ accounts are protected by the Canadian Investor ProtectionFund within specified limits. A brochure describing the nature and limits ofcoverage is available upon request or at . 3Macs, MacDougall,MacDougall & MacTier and Raymond James Correspondent Services are divisions ofRaymond James Ltd. Raymond James Ltd. is an integrated financial services firm. Itssubsidiaries, Raymond James Investment Counsel Ltd., Raymond James FinancialPlanning Ltd., Raymond James Trust (Canada) and Raymond James Trust (Québec) Ltd.are not members of the IIROC or the CIPF. Please consult each subsidiary’s webpagesfor applicable corporate, regulatory or membership information.www.cipf.ca

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