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 opportunity 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 environment at Raymond James.
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📌 Credit Management Specialist, Raymond James (British Columbia)
🏢 Raymond James
📍 British Columbia