31 Jul
|
Raymond James Financial
|
Vancouver
31 Jul
Raymond James Financial
Vancouver
Become a pivotal part of client success at Raymond James in the Client Experience Manager role. This 12-month contract focuses on service excellence and operational leadership within the financial sector. In this position, you will be the key contact for Correspondent clients, addressing inquiries about service processes and regulatory issues.
Your duties also involve managing the associate team, training staff, and facilitating client transitions using project management practices. You will monitor client accounts and ensure all operations run smoothly to meet our high service standards. Key Responsibilities:
Serve as an escalation point for client inquiries
Lead and develop the RJCS relationship associates
Train staff on recent products and procedures
Monitor and approve communications for clients
Manage client transitions with a structured approach Requirements:
5+ years of operations or compliance experience
2+ years in a management capacity
Solid analytical and problem-solving skills
Detail-oriented with excellent communication abilities
Completion of the Canadian Securities Course is preferred Drive client engagement and operational excellence at Raymond James as a Client Experience Manager.
📌 Raymond James Client Experience Manager Vancouver
🏢 Raymond James Financial
📍 Vancouver