15 Sep
|
Raymond James Financial
|
Vancouver
15 Sep
Raymond James Financial
Vancouver
- Relationship Associate, Correspondent Services - 12 Month Contract (2600575) Relationship Associate, Correspondent Services - 12 Month Contract - 2600575 Raymond James Ltd. is Canada’s leading independent investment dealers offering high quality investment products and services to Canadians seeking customized solutions to their wealth management needs. As first-class client service is the top priority, this position requires an ability to work in a unique pressure-oriented environment where inherent processing and regulatory rules and deadlines require very strong problem solving, organizational, and prioritization skills. Serve as a key point of first contact for our Correspondent clients, responding to inquiries regarding RJCS business processes, regulatory issues, troubleshooting, and general service matters.
Liaise with third‑party vendors to coordinate external services as required to meet client needs and department Provide clients with initial training and ongoing support on current and existing procedures and products. Monitor client‑related control accounts and review client bulk trading and allocation processing. Support project implementation through coordination and ongoing assistance.
Upon eligibility, Raymond James Ltd offers flexible workstyles, a competitive compensation and benefits package. Our benefits range from Health Benefits, RRSP Matching Program,
Employee Stock Purchase Plan, Paid Time Off, Volunteer Days, Discretionary Bonuses, Tuition Reimbursement and many more! We also support internal promotion and community involvement.
Minimum 1 year related experience in the operations of a national investment dealer, a correspondent clearing firm or other financial services firms. Excellent customer service abilities gained from direct, client-facing experiences. Excellent written and verbal communication skills.
Excellent proficiency with MS Word, Excel, Power Point, and Outlook. French language skills are an asset. Dataphile experience is a definite asset.
Salary Range: $50,000-58,000 annually, in addition to competitive performance bonuses/incentives. Actual compensation will be determined based on skills, experience, internal equity, and other job requirements. When associates bring their best authentic self, our organization, clients and communities thrive, it is part of our people-first culture.
These tools help us review applications efficiently,but they donot replace human decision-making. Customers’ accounts are protected by the Canadian Investor ProtectionFund within specified limits. Please consult each subsidiary’s webpagesfor applicable corporate, regulatory or membership information. #
📌 Relationship Associate, Correspondent Services - 12 Month Contract (Vancouver)
🏢 Raymond James Financial
📍 Vancouver