04 Aug
|
Raymond James
|
British Columbia
04 Aug
Raymond James
British Columbia
Elevate client engagement in your career with Raymond James as a Client Experience Manager on a 12-month contract. Lead the service relationship and enhance client satisfaction at every opportunity.
As a critical member of the Raymond James Correspondent Services team, you will manage existing client relationships and facilitate smooth transitions for new clients. This role requires strong organizational and problem-solving skills as you work under deadlines to provide first-class service within a quick-paced environment.
Key Responsibilities:
• Respond to inquiries regarding business processes and service matters
• Manage the Correspondent Services team and train associates
• Oversee client transitions using Raymond James Project Management methodology
• Liaise with third-party vendors to fulfill client needs
• Review and approve bulletins related to client services
Requirements:
• Minimum 5 years in financial services operations or compliance
• At least 2 years in a management capacity
• Completion of the Canadian Securities Course (CSC) preferred
• Strong Microsoft Office skills, analytical thinking, and problem-solving
• French proficiency is an asset
Utilize your expertise in problem-solving and customer service as a Client Experience Manager with Raymond James.
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📌 Client Experience Manager at Raymond James (British Columbia)
🏢 Raymond James
📍 British Columbia