Lead client experience initiatives as a Client Experience Manager with Raymond James in Vancouver. Deliver exceptional support and client service on a 12-month contract.
Raymond James Ltd. invites a dedicated Client Experience Manager to enhance its Correspondent Services. This role emphasizes managing client inquiries, training team associates, and ensuring smooth transitions for current clients. Your strong organizational and relationship management skills will be key to achieving service excellence.
Key Responsibilities:
• Act as lead for escalated client requests and issues
• Supervise the RJCS relationship associate team
• Train new and existing associates on policies
• Facilitate client transitions with effective project management
• Review and approve communications for clients
Requirements:
• 5+ years in compliance or operations within financial services
• At least 2 years in a leadership role
• Proficiency in Microsoft Office software
• Strong prioritization and organizational skills
• Completion or readiness for Canadian Securities Course
Contribute to Raymond James’ commitment to client-first service in the vibrant city of Vancouver.
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📌 Client Experience Management at Raymond James (Vancouver)
🏢 Raymond James
📍 Vancouver