Client Service Specialist
2 weeks ago
**Client Service Specialist**
- 2403458
- 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.
**_Client Service Specialist_**
**How does the role impact the organization?**
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 Victoria Branch.
**What will your role be responsible for?**
- 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.
**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?**
- Verbal, written and interpersonal communication with both clients and colleagues;
- Proficient in Quantitative analysis and adept in problem-solving;
- Demonstrate flexibility and adaptability to a dynamic and fast-paced environment;
- Excellent attention to details; and
- The ability to prioritize, multitask, work within time constraints and follow-up.
**Education and Experience**
- Post-secondary education in Business Administration; and
- Experience with Dataphile and Maximizer is an asset.
**Licenses and Certifications**
- Registered Representative licensing, including the successful completion of the Canadian Securities Course and the Conduct and Practices Handbook, is required; or
- Willingness to pursue the RR 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, 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 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-ON-Waterloo-Waterloo
**Organization** Branch
**Schedule** Full-time
-
Client Service Specialist
2 days ago
Waterloo, Canada People Corporation Full timeWe are seeking a Client Service Specialist to join our team in Waterloo, ON. This is an exciting time to join People Corporation. Our high level of acquisition activity and our consistent organic growth continue to define and further enhance our benefits, pension, and HR products and services and how they are delivered to our clients. We are in search of a...
-
Waterloo, Ontario, Canada Scotiabank Full time $60,000 - $100,000 per yearRequisition ID: 242981Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.Client Service Specialist, Canadian Commercial Banking (Waterloo, Ontario)The Client Service Specialist (CSS) provides Relationship Managers with support needed to seamlessly service and support new and existing clients with their...
-
Waterloo, Canada Scotiabank Full timeRequisition ID: 242981Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Client Service Specialist, Canadian Commercial Banking (Waterloo, Ontario) The Client Service Specialist (CSS) provides Relationship Managers with support needed to seamlessly service and support new and existing clients with...
-
Service Specialist
1 week ago
Waterloo, Canada Manulife Full time**_Are you looking for a supportive, collaborative workplace with great teams and inspiring leaders? You’ve come to the right place. We’re looking for ambitious people who share our values and want to make every day better for people around the world. If this sounds like you, and the career below sounds exciting, we’d like to hear from you. _**...
-
Service Specialist
5 days ago
Waterloo, Canada Sun Life Full timeJob Description :Do you thrive in a fast-paced environment? Do you enjoy supporting multiple high-touch clients?We are looking for an experienced Service Specialist to join SunSolutions & National Accounts within Group Benefits, Business Development. In this role, you will be responsible for servicing a block of business as well as participating in the...
-
Client Relationship Specialist
6 days ago
Waterloo, Canada Equitable Life of Canada Full timeAt Equitable Life of Canada, we realize that your work life is not just about performing a job; it's about being part of a workplace that helps you grow and reach your full potential. Within our friendly and collaborative work environment, we recognize that the key to our growth and success is a dedicated, motivated and customer-responsive staff. Join...
-
Waterloo, Canada Scotiabank Full timeIs this role right for you? In this role, you will: Champions a customer focused culture to deepen client relationships and leverage broader Bank relationships, systems and knowledge. The role involves a range of service-oriented responsibilities, including resolving client inquiries and challenges, educating customers on our processes, and setting and...
-
(s): Canada : Ontario : Waterloo Scotiabank Global Site Full time $65,000 - $95,000 per yearRequisition ID: 242981Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.Client Service Specialist, Canadian Commercial Banking (Waterloo, Ontario)The Client Service Specialist (CSS) provides Relationship Managers with support needed to seamlessly service and support new and existing clients with their...
-
Service Specialist
5 days ago
Waterloo, Canada Financière Sun Life Full timeYou are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll...
-
Marketing & Client Engagement Specialist
6 days ago
Waterloo, Canada Sun Life Full timeYou are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll...
