Elevate your career as a Client Experience Manager with Raymond James on a 12-month contract, where your priority will be first-rate client service. Engage with Custody and Introducer clients while managing dedicated service associates.
As part of the RJCS team, you'll ensure exemplary client support, training, and compliance. Your leadership will guide the team through current client transitions while adhering to processing and regulatory deadlines. Master your organizational and problem-solving skills in a energetic setting.
Key Responsibilities:
• Respond to client inquiries regarding RJCS business processes
• Lead and train the RJCS relationship associate team
• Collaborate with external vendors for client needs




• Oversee new client transitions using project management
• Monitor trading processes and client control accounts
Requirements:
• Minimum 5 years in financial services Operations or Compliance
• At least 2 years in a management capacity
• Understanding of investment concepts and regulatory practices
• Customer service experience in face-to-face settings
• Microsoft Office skills; proficiency in French is beneficial
Harness your leadership and client service skills to enhance client experiences at Raymond James.
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📌 Raymond James Client Experience Manager Role Vancouver (Canada)
🏢 Raymond James
📍 Canada