Client Service Specialist
2 weeks ago
Join to apply for the Client Service Specialist role at Raymond James Ltd. Organization and Location Branch Office: Victoria, British Columbia, Canada Job Details Position: Client Service Specialist Schedule: Full‑time Status: Permanent Full‑time Responsibilities Account openings – confirm with the client, follow through with signatures, and coordinate with the back office. Process and follow up on security transactions and transfers. Ensure all clients’ accounts are up to date. Liaise with clients to respond to requests, proactively solve problems, and support client relationships. Administer account statements monthly via email. Handle general day‑to‑day client requests. Review client trades with utmost accuracy, ensuring timely settlement. Collaborate with corporate back office to complete client inquiries and requests. Prepare and review daily/monthly/annual reports, client correspondence, and take ownership of project work. Social media marketing, monitoring, and posting. Maintain Financial Advisor files and calendar. Perform general office duties. Qualifications Proficient in Microsoft Office and willing to learn new applications. Strong verbal, written, and interpersonal communication skills with clients and colleagues. Proficient in quantitative analysis and adept at problem solving. Demonstrates flexibility and adaptability in a dynamic, fast‑paced environment. Excellent attention to detail. Ability to prioritize, multitask, work within time constraints, and follow up. Post‑secondary education in Business Administration. Experience with Dataphile and CRM software is an asset. Investment Representative (IR) licensing, including completion of the Canadian Securities Course and the Conduct and Practices Handbook, is required, or willingness to pursue IR licensing within 12 months of joining. Benefits Flexible work styles, competitive compensation and benefits package. Our benefits include Health Benefits, RRSP Matching Program, Employee Stock Purchase Plan, Paid Time Off, Volunteer Days, Discretionary Bonuses, Tuition Reimbursement, and many more. We support internal promotion and community involvement. Salary Range BC (based on education, work experience, etc): $45,000 – $65,000, including competitive performance bonuses/incentives. Equal Employment Opportunity The Company is an equal‑opportunity employer and makes all employment decisions on the basis of merit and business needs. We demonstrate our commitment to ensuring equal opportunities for all candidates. To request accommodations, candidates should contact Human Resources via email at recruitment@raymondjames.ca. By contacting this email address, candidates can communicate their specific requirements and discuss the necessary accommodations to participate fully in the recruitment process. #J-18808-Ljbffr
-
Client Service Specialist
1 week ago
Victoria, Canada Executive Programs, Peter B. Gustavson School of Business, University of Victoria Full timeJoin our continuously growing team of Client Service Specialists in International and Indigenous programs! - Salary: $57,286/annum - Vacation: 15 day/annum Please address your cover letter to Nicole Wallace, Associate Director, International and Indigenous Programs. Are you a service-oriented person with exceptional administrative and communication skills?...
-
Client Services Specialist
3 weeks ago
Victoria, Canada Peloton Technologies Inc Full timeClient Services Specialist About Peloton Technologies At Peloton Technologies, we’re transforming the payments landscape for small businesses. Our platform helps business owners manage payments, optimize cash flow, and streamline operations — from seamless point-of-sale transactions to enterprise payment solutions. We’re dedicated to delivering secure,...
-
Client Services Specialist
3 weeks ago
Victoria, Canada Raymond James Ltd. Full timeA financial services firm in Victoria is looking for a Client Service Specialist to manage client accounts, ensure quality service, and assist with financial transactions. Ideal candidates will have proficiency in Microsoft Office, excellent communication skills, and a background in Business Administration. Competitive salary ranging from $45,000 to $65,000,...
-
Client Services Specialist
1 week ago
remote Victoria, British Columbia, Canada . full-time . August , Peloton Technologies Full time US$55,000 - US$75,000 per yearClient Services Specialist About Peloton Technologies At Peloton Technologies, we're transforming the payments landscape for small businesses. Our platform helps business owners manage payments, optimize cash flow, and streamline operations — from seamless point-of-sale transactions to enterprise payment solutions. We're dedicated to delivering...
-
Clk 12r
1 week ago
Victoria, Canada BC Public Service Full timePosting Title- CLK 12R - ACCESS SPECIALIST- Position Classification- Clerk R12- Union- GEU- Work Options- Location- Victoria, BC V9B 6X2 CA (Primary) - Salary Range- $2,084.66 - $2,353.30 Bi-weekly- Close Date- 12/12/2024- Job Type- Temporary (Auxiliary)- Temporary End Date- 3/31/2025- Ministry/Organization- BC Public Service -> Royal BC Museum- Ministry...
-
Client Service Specialist, Commercial Banking
4 weeks ago
Victoria, Canada Scotiabank Full timeClient Service Specialist, Commercial Banking - Victoria (Contract) Requisition ID: 239670 Join a purpose driven winning team, committed to results, in an inclusive and high‑performing culture. The Client Service Specialist (CSS) provides Relationship Managers with support needed to seamlessly service and support new and existing clients with their...
-
Client Service Specialist, Commercial Banking
4 weeks ago
Victoria, Canada Scotiabank Full timeClient Service Specialist, Commercial Banking - Victoria (Contract) Requisition ID: 239670 Join a purpose driven winning team, committed to results, in an inclusive and high‑performing culture. The Client Service Specialist (CSS) provides Relationship Managers with support needed to seamlessly service and support new and existing clients with their...
-
Client Support Specialist
4 days ago
Victoria, Canada Aluula Composites Full time**About Us**: With explosive year-over-year growth and bold expansion plans, ALUULA is building a team ready to lead the next frontier in high-performance têxtiles. If you’re driven by challenges, passionate about innovation, and eager to shape the future of a disruptive brand, we want to meet you. Join us in pushing boundaries and enabling people to go...
-
Commercial Banking Client Services Specialist
3 weeks ago
Victoria, Canada Scotiabank Full timeA leading Canadian bank is seeking a Client Service Specialist for a 12-month contract in Victoria. This role involves providing exceptional customer support and collaboration with various teams to meet clients' banking needs. Candidates should have 1-3 years of experience in financial services, a degree or equivalent, and strong communication skills. A...
-
Commercial Banking Client Services Specialist
4 weeks ago
Victoria, Canada Scotiabank Full timeA leading Canadian bank is seeking a Client Service Specialist for a 12-month contract in Victoria. This role involves providing exceptional customer support and collaboration with various teams to meet clients' banking needs. Candidates should have 1-3 years of experience in financial services, a degree or equivalent, and strong communication skills. A...
