Enhance client relations as a Client Experience Manager at Raymond James on a 12-month contract. Focus on service management and lead a dedicated team to optimize client interactions.
This role involves responding to escalated client requests and managing the RJCS relationship associate team. You will be crucial in training associates and liaising with external vendors to meet client needs. Leveraging project management methods, you will oversee the transition of current clients and enhance overall service delivery.
Key Responsibilities:
• Address inquiries regarding service and regulatory concerns
• Train department associates on updated processes
• Facilitate collaboration with third-party vendors
• Approve and review client-focused bulletins
• Assist with project implementation to enhance service
Requirements:
• Minimum 5 years of experience in financial services
• At least 2 years in a management role
• Knowledge of investment concepts and practices
• Proficiency in Microsoft Office Suite and analytical skills
• Willingness to undertake the Canadian Securities Course
Shape the client experience with your expertise in service delivery at Raymond James.
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📌 Client Relationship Manager Contract Role (Vancouver)
🏢 Raymond James Financial
📍 Vancouver