Client Service Coordinator

4 days ago


Ottawa, Ontario, Canada Raymond James Financial Full time

We are looking for a dedicated and organized Client Service Coordinator to support the success of our Financial Advisors and clients. As a key member of our team, you will play a vital role in preparing and reviewing reports, processing transactions, and handling client calls.

What We Offer
  • Flexible workstyles;
  • Competitive compensation and benefits package;
  • Opportunities for growth and development;
  • A supportive and collaborative team environment.
Requirements
  • Post-secondary education;
  • IR Licensed or successful completion of Canadian Securities Course as well as the Conduct and Practices Handbook within 1 year of hire is preferable;
  • Excellent proficiency with MS Office particularly Word, Excel, and Outlook;
  • Experience with Dataphile and FactSet is an asset;
  • Excellent verbal and written communication skills;
  • Able to work in a team environment and demonstrate a professional and friendly manner;
  • Meticulous attention to detail;
  • Self-starter attributes, motivated and hardworking with the ability to prioritize, multitask, work within time constraints, and provide necessary follow-up;
  • Strong organizational skills;
  • Able to work within deadlines in a high-volume, pressure-oriented environment;
  • Able to effectively handle confidential information.


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