Client Service Associate

6 months ago


Edmonton, Canada Raymond James Financial, Inc. Full time

**Client Service Associate**
- 2401480
- 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.

**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

**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.

**Job** Wealth management

**Primary Location** CA-AB-Edmonton-Edmonton

**Organization** Branch

**Schedule** Full-time

**Status** Permanent Full-Time



  • Edmonton, Canada Worksite Safety Full time

    **Position: Client Services Associate** **Employment: Full-time (40 Hours/Week)** **Location: Edmonton, AB (In-Office Only)** **Salary: $45,000 ($52,000 Bilingual French)** We’re looking for an enthusiastic Client Services Associate who is **self-motivated and passionate about amazing customer service**. If you love talking to people, solving problems...


  • Edmonton, Canada Gravity Pope Full time

    Our Edmonton footwear store is inviting applicants to fill the key role of full time Client Service Associate. This role is responsible for creating an atmosphere on the sales floor that fosters client realization, retention, and loyalty. **Duties and responsibilities include**: - Providing exceptional customer service at all times - Developing,...


  • Edmonton, Canada Bureau Veritas Full time

    Do you believe in the power of teamwork and sharing ideas? Do you take pride in delivering exceptional quality and service with everything you do? Do you seek out ideas for improving the status quo? If you want to make a difference and love being surrounded by the best and the brightest minds, Bureau Veritas Canada might be the place for you! **Here are...


  • Edmonton, Canada Connor, Clark & Lunn Financial Group Full time

    **Private Client Services Associate** **Connor, Clark & Lunn Private Capital Ltd.** **Edmonton, Alberta** We are looking for the next **Private Client Services Associate **to join our Edmonton office. In this role, you will be a member of a collaborative and client-focused team requiring exceptional communication and problem-solving skills. You will...


  • Edmonton, Canada Connor, Clark & Lunn Financial Group Full time

    **Private Client Services Associate** **Connor, Clark & Lunn Private Capital Ltd.** **Calgary, Alberta** We are looking for the next **Private Client Services Associate **to join our Calgary office. In this role, you will be a member of a collaborative and client-focused team requiring exceptional communication and problem-solving skills. You will support...


  • Edmonton, Alberta, Canada TD Bank Full time

    Job SummaryWe are seeking a highly organized and detail-oriented Client Service Associate to join our TD Private Wealth Management team. This role will provide dedicated administrative support to Investment Advisors, focusing on delivering exceptional client experiences.About the RoleIn this position, you will prepare documentation, create reports, and...


  • Edmonton, Canada OFX Full time

    **Company Description** Hi.** We’re OFX, a global provider of online, international payment services. We solve the complexity of moving money and enable better decisions. Headquartered in Sydney with offices worldwide, we’re a customer-focused business that is all about inspiring customer confidence. At OFX, you’ll have the opportunity to reach beyond...


  • Edmonton, Canada TD Bank Full time

    **Work Location**: Canada **Hours**: 37.5 **Line of Business**: TD Wealth **Pay Details**: **TD Private Wealth Management takes a sophisticated and holistic goals discovery approach to wealth planning and protection to provide highly personalized advice, solutions, and service to clients.** **TD Private Investment Advice **offers clients the chance to...


  • Edmonton, Canada TD Bank Full time

    **Private Trust Client Service Associate**: - 416219BR **Job Category - Primary** - Wealth Management **Work Location** - 10088 - 102 Avenue Northwest **Employment Type** - Regular **City** - Edmonton **Time Type** - Full Time **Province/State** - Alberta **Hours** - 37.5 **Workplace Model** - Onsite **Pay Details** **Department Overview** TD...


  • Edmonton, Canada TD Bank Full time

    **PIC Private Client Service Associate**: - 423775BR **Job Category - Primary** - Wealth Management **Work Location** - 10088 - 102 Avenue Northwest **Employment Type** - Regular **City** - Edmonton **Time Type** - Full Time **Province/State** - Alberta **Hours** - 37.5 **Workplace Model** - Hybrid **Pay Details** **Department Overview** TD...


  • Edmonton, Alberta, Canada Golden Management Opportunities inc. Full time

    Job SummaryWe are seeking a highly skilled Client Support Associate to join our team at Golden Management Opportunities inc.


  • Edmonton, Alberta, Canada ATB Financial Full time

    About the RoleThis is a temporary 6 months opportunity with the possibility of becoming permanent.This role requires Wednesday evening & Saturday shifts on a rotating basis.As ATB's next Client Service Representative, you are responsible for providing face-to-face core transactional banking services to ATB clients.This involves providing professional and...


  • Edmonton, Canada Acera Insurance Full time

    Associate, Commercial Client Care Jul 11, 2024 Location: Calgary, AB, CA Fort McMurray, AB, CA Red Deer, AB, CA Sylvan Lake, AB, CA Edmonton, AB, CA We put our people first. As an employer of choice, Acera Insurance, offers an outstanding workplace and employee culture that creates valuable opportunities for all employees.  Our people are: Encouraged...


  • Edmonton, Canada TD Bank Full time

    **Work Location**: Canada **Hours**: 37.5 **Line of Business**: TD Wealth **Pay Details**: **TD Private Wealth Management takes a sophisticated and holistic goals discovery approach to wealth planning and protection to provide highly personalized advice, solutions and service to clients. **Private Investment Counsel **provides the highest level of...


  • Edmonton, Canada NorAlta Health Full time

    This is a full time on site Client Service Specialist role in Edmonton, AB. The role will be responsible for the day to day operations of our medical assessments operations. This will include Client facing, professional communication, management of multiple physician schedules, booking of new referrals and management of medical documents. Key...


  • Edmonton, Alberta, Canada Amirat Transportation Service Ltd] Full time

    Job SummaryWe are seeking a Logistics Operations Associate to join our team at Amirat Transportation Service Ltd. This role involves transporting goods and materials to various locations, requiring strong organizational and time management skills.Key Responsibilities:Transporting goods and materials to designated locationsMaintaining accurate records of...


  • Edmonton, Canada BMO Financial Group Full time

    10180 101 Street, Suite 800 Edmonton Alberta,T5J 3S4 As a Client Service Associate you will support with the BMO Nesbitt Burns branch and team sales and service objectives by providing administrative assistance to deliver an exceptional customer experience. Works collaboratively within the branch and with business partners. - Coordinates marketing...


  • Edmonton, Canada Alberta Construction Safety Association Full time

    The Alberta Construction Safety Association (ACSA) is a registered independent not-for-profit society whose Mission is:_ - _ - Leverage industry _ - expertise_ - through engagement, products, services, and education to support the continuous improvement of the safety culture in Alberta's construction industry_ - ._ **Manager, Client Services** **Duties and...


  • Edmonton, Canada TD Bank Full time

    **Work Location**: Edmonton, Alberta, Canada **Hours**: 37.5 **Line of Business**: TD Wealth **Pay Details**: **This role is responsible for being the the primary client contact for non-advice activities, providing dedicated support to one or more Investment Advisors (IA). The CSA supports in preparing for client meetings (including Annual Client Reviews)...


  • Edmonton, Canada Ellement Consulting Group Full time

    CLAIM SERVICES ASSOCIATE - EDMONTON ABOUT ELLEMENT Ellement Consulting Group (Ellement) is a privately-owned actuarial consulting firm that has been providing actuarial, administration, software programming, and consulting solutions for pension, benefits, and investment programs for individuals, corporations, unions, associations, and governments for...