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 • Robust 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. #J-18808-Ljbffr
📌 Correspondent Services Associate at Raymond James (Winnipeg)
🏢 Raymond James Financial
📍 Winnipeg
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