Take on the Client Service Specialist position with Aspira Wealth at Raymond James in Victoria, BC. This 18-month contract offers an engaging mix of client service and administration for wealth management solutions.
At Raymond James, the Client Service Specialist will play a pivotal role in enhancing client experiences. You will be responsible for preparing client documentation, managing inquiries, and executing investment transactions. A commitment to teamwork and service excellence is essential in this energetic position.
Key Responsibilities:
• Prepare and distribute digital client documents
• Handle calls and direct them effectively
• Answer and follow up on client inquiries
• Manage fund transfers and daily requests
• Generate investment performance reports
Requirements:
• Post-secondary education or comparable experience
• Required Investment Representative licensing or willingness to obtain
• Proficient in MS Office and Adobe tools
• Solid communication and problem-solving skills
• Detail-oriented with a focus on client service
Join Raymond James and leverage your skills to support clients' financial aspirations in Victoria.
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📌 Aspira Wealth Client Service Specialist Role Victoria
🏢 Raymond James
📍 Victoria