Client Service Specialist

**At Raymond James, we develop, we collaborate, we decide, we deliver, and we improve together.**

**Client Service Specialist**

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.

How does the role impact the organization?

One of our greatest privileges is journeying through life with our clients. As a team of advocates, we simplify the complex. We are dependable and durable. Success at **Aspira** is defined by generosity, tenure, and prosperity among clients, founders, and the team. Monthly socials and an annual team trip are part of our DNA. We are building something meaningful and need the right person to embrace our vision and help us grow.

**Responsibilities**:

- Prepare, distribute, and process client documentation (mostly digital)
- Receive and direct incoming telephone calls
- Respond to and follow up on inquiries from clients and colleagues
- Handle day-to-day requests, such as EFTs, transferring funds between accounts, and wire transfers
- Administer and prepare investment performance and tax reporting
- Operate the Customer Relationship Management (CRM) software
- Act as a backup in trade execution

**What can you expect from us?**

Our most important investment is people. This role may offer flexible workstyles (4 days in the office and 1 day remote) and it comes with a competitive compensation package. Our benefits include Health Benefits, RRSP Matching Program, Employee Stock Purchase Plan, Paid Time Off, Volunteer Days, Discretionary Bonuses, Tuition Reimbursement, and more We also support internal promotion and community involvement. Historically, successful team members have seen double-digit growth in their remuneration in their initial years.

Qualifications - External

**What do we expect from you?**
- Strong verbal, written, and interpersonal communication skills with both clients and colleagues
- Proficiency in quantitative analysis and adept problem-solving skills
- Flexibility and adaptability to a dynamic and fast-paced environment
- Excellent attention to detail
- Ability to prioritize, multitask, work within time constraints, and follow up

**Education and Experience**:

- Post-secondary education in Business Administration
- Experience with Dataphile and Maximizer is an asset

**Licenses and Certifications**:

- Investment Representative licensing, including the successful completion of the Canadian Securities Course and the Conduct and Practices Handbook, is required; or a willingness to pursue the IR Licensing within 12 months of joining

**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, and respect the uniqueness, experiences, and backgrounds of all our associates. When associates bring their best authentic selves, 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 based on merit and business needs.

**Salary Range: BC (based on Education, Work Experience, etc)**Total compensation package in the $65,000 to $75,000 range, depending on experience and licensing credentials. Base salary is $45,000 to $50,000 per annum.

Pay: From $45,000.00 per year

Additional pay:

- Bonus pay

**Benefits**:

- Dental care
- Extended health care
- Paid time off
- Vision care

Schedule:

- Monday to Friday

**Education**:

- Bachelor's Degree (preferred)

Licence/Certification:

- CSC and CPH certification (preferred)

Work Location: In person