Client Service Specialist

3 days ago

Waterloo, Canada Raymond James Financial, Inc. Full time

**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

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