Correspondent Services Associate at Raymond James (Vancouver)

Correspondent Services Associate at Raymond James (Vancouver)

15 Sep
|
Raymond James Financial
|
Vancouver

15 Sep

Raymond James Financial

Vancouver

Join Raymond James as a Correspondent Services Associate, providing exceptional client support in a dynamic environment. Manage relationships with custody clients and ensure seamless service transitions. In this 12-month contract role, you will be an essential part of the Raymond James Correspondent Services team.

As a Relationship Associate, you will tackle inquiries, troubleshoot issues, and train clients on procedures. Your strong problem-solving and organizational skills will be vital as you navigate regulatory deadlines and maintain high service standards. Key Responsibilities:

- Act as a primary contact for Correspondent clients
- Proactively address issues and ensure timely resolutions
- Coordinate with third-party vendors for client needs
- Train clients on current procedures and products
- Monitor client-related controls and reporting Requirements:
- Minimum 1 year of experience in financial services
- Solid customer service and communication skills
- Ability to work effectively under pressure
- Proficiency in MS Office; Dataphile experience is a plus
- French language skills are an asset Utilize your expertise in client relations, regulatory processes, and problem-solving to excel with Raymond James.

📌 Correspondent Services Associate at Raymond James (Vancouver)
🏢 Raymond James Financial
📍 Vancouver

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