Account Profile Associate

4 weeks ago

Vancouver, Canada Raymond James Financial Full time

**Account Profile Associate**
- 2300808

**Job Summary**
This role provides support to the branches and is responsible for ensuring the clients’ profile information is accurate and readily available.

**Essential Duties and Responsibilities**
- Participate in the general administration of New Account openings, Account Updates to client information, recurring event setups, quality control review, and external mail duties;
- Collect and record New Account and Account Update data for Key Performance Measurement tracking;
- Update the Procedure Manual as required by changes in processing and workflow;
- Assist in Account Update initiatives;
- Participate in the general administration of New Account openings, Account Updates to client information, recurring event setups, quality control review, and external mail duties;
- Collect and record New Account and Account Update data for Key Performance Measurement tracking;
- Provide timely and effective internal as well as external client service; and
- Other duties as assigned.

**Knowledge, Skills, and Abilities**

**Knowledge of**
- Concepts, practices and procedures of securities industry and/or banking compliance;
- Principles of finance and securities industry operations; and

**Skill in**

**Ability to**
- Work within deadlines in a high-volume and demanding environment while maintaining a high level of service and an imperative attention to detail;
- Work independently as well as collaboratively within a team environment;
- Communicate proficiently in French is an asset;
- Demonstrate a professional manner to establish and maintain effective working relationships at all levels of the organization; and
- Exercise tact and discretion in the handling of confidential information.
- Educational/Previous Experience Requirements

**Educational/Previous Experience Requirements**
- A minimum of 1 year of industry related experience; and
- Post-secondary education.

**Depending on eligibility, we offer**:

- Competitive Wages
- Health Benefits Program including Life Insurance and Disability from start date
- RRSP Matching Program from start date
- Employee Stock Purchase Plan
- Paid Time Off & Other Time Off such as Volunteer Day
- Discretionary Bonuses
- Tuition Reimbursement Program
- Top Up Plan
- Employee Investment Accounts
- Flexible Work Styles

**Raymond James Guiding Behaviors**

**Raymond James Guiding Behaviours**

At Raymond James Ltd, our associates use five guiding behaviours (Develop, Collaborate, Decide, Deliver, and Improve) to deliver on the firm's core values of client-first, integrity, conservatism and independence.

We expect 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

**Job** Operations

**Primary Location** CA-BC-Vancouver-Vancouver

**Organization** Operations

**Schedule** Full-time

**Status** Permanent Full-Time

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