Elevate client experience with Raymond James as an Account Transfer Specialist for a 12-month contract. Oversee and process asset transfers to ensure compliance and efficiency.In this critical position, the Account Transfer Specialist will ensure seamless external asset transfers within client accounts. You will play a vital role in coordinating with financial institutions, verifying documentation, and meeting regulatory compliance standards such as CRA and CIRO regulations. Your attention to detail and communication skills will help support clients and internal stakeholders effectively.Key Responsibilities:Process transfers between financial institutions accuratelyReview transfer requests for regulatory complianceVerify client documentation before initiating transfersCoordinate with advisors and custodians for smooth operationMonitor transfer statuses and follow up on outstanding itemsRequirements:Minimum 2 years in financial services or related fieldKnowledge of investment products and account typesExperience with CDS, Arrow, or similar systemsProficiency in Microsoft Office, especially ExcelStrong analytical skills and attention to detailEnhance your skill set in wealth management and client services at Raymond James.

📌 Account Transfer Specialist At Raymond James (Vancouver)
🏢 Raymond James Financial
📍 Vancouver