Elevate your career as a Client-Focused Associate with Raymond James, ensuring exceptional services for Custody clients. This role emphasizes problem-solving in a high-paced environment.As part of the Correspondent Services team, you will manage crucial client relationships and support smooth transitions for new clients. This 12-month contract requires proficiency in handling inquiries and coordinating support while following strict regulatory guidelines. Your organizational skills and attention to detail will be key in delivering superior client experiences.Key Responsibilities:Serve as the first contact for Correspondent clientsEscalate issues to guarantee productive serviceliaise with third-party vendors on client needsProvide comprehensive training on new proceduresOversee client reporting and compliance checksRequirements:At least 1 year of experience in financial operationsExcellent written and verbal communication skillsStrong multitasking capabilities in a dynamic settingDetail-oriented with proven organizational skillsKnowledge of Dataphile is beneficial; French skills are an assetContribute your expertise in client service and operational efficiency at Raymond James.

📌 Client-Focused Associate At Raymond James (Vancouver)
🏢 Raymond James Financial
📍 Vancouver