Client Service Specialist

2 weeks ago


Waterloo, Canada Raymond James Financial Full time

**Client Service Specialist**
- 2300830

**Job Summary**

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 Waterloo branch.

**Essential Duties and Responsibilities**
- Account openings - confirm with the client; following through with signatures and process with back office;
- Ensure all clients’ accounts are up-to-date;
- Execute client trades with utmost accuracy and ensuring timely settlement;
- Client communication - daily, by telephone and written communication;
- Commission reconciliation and interest rate calculations;
- Liaise with corporate back office to complete client inquires and requests;
- Anticipate and identify potential complications and finding appropriate solutions;
- Work as part of the team to meet client service requests;
- Write newsletter articles;
- Monthly reporting to the team; and
- Social media marketing, monitoring and posting.

**Knowledge, Skills, and Abilities**

**Knowledge of**

**Skill in**
- Verbal, written and interpersonal communication with both clients and colleagues;
- Quantitative analysis; and
- Problem-solving.

**Ability to**
- Show Flexibility and adaptability to a dynamic, oftentimes loud, fast-paced environment;
- Pay sharp attention to detail;
- Prioritize, multitask, work within time constraints and follow-up; and
- Learn quickly and make sound, timely decisions.

**Education and Experience**
- Post-secondary education in Business Administration; and
- Experience with Dataphile and Maximizer is an asset.

**Licenses and Certifications**
- Investment Representative licensing, including the successful completion of the Canadian Securities Course (CSC) and the Conduct and Practices Handbook, is required
- Demonstrated progress through successful completion of 1 of 2 tests for CSC.

**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

**Job** Wealth management

**Primary Location** CA-ON-Waterloo-Waterloo

**Organization** Branch

**Schedule** Full-time

**Status** Permanent Full-Time



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