Credit Management Specialist, Raymond James Vancouver

Credit Management Specialist, Raymond James Vancouver

06 Aug
|
Raymond James
|
Vancouver

06 Aug

Raymond James

Vancouver

Join Raymond James as a Credit Management Specialist on a 12-month contract in Vancouver. Apply your deep understanding of risk management in the investment sector. As a member of the Credit team, you will oversee the accurate management and monitoring of credit usage across varying accounts.

Your ability to analyze and resolve issues will be essential as you review portfolios and ensure adherence to internal policies. This role offers a unique prospect to collaborate with multiple departments. Key Responsibilities:
Regulate debits in Margin and Cash accounts
Handle EFT, wire transfers, and cheque authorizations
Analyze client portfolios for margin issues
Approve requests for account transfers and withdrawals
Support trade monitoring in restricted accounts Requirements:
3+ years experience in the Canadian securities industry
Bachelor's degree in relevant fields
Advanced analytical and problem-solving skills
Experience using Dataphile is preferred
Proficiency in French is an asset Make impactful contributions in a supportive work setting at Raymond James.

📌 Credit Management Specialist, Raymond James Vancouver
🏢 Raymond James
📍 Vancouver

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