Client Experience Manager at Raymond James (Vancouver)

Client Experience Manager at Raymond James (Vancouver)

10 Aug
|
Raymond James
|
Vancouver

10 Aug

Raymond James

Vancouver

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 current clients.

This role requires strong organizational and problem-solving skills as you work under deadlines to provide first-class service within a fast-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.

📌 Client Experience Manager at Raymond James (Vancouver)
🏢 Raymond James
📍 Vancouver

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