Client Access Support Associate (Vancouver)

Client Access Support Associate (Vancouver)

02 Nov
|
Raymond James
|
Vancouver

02 Nov

Raymond James

Vancouver

Job Description
- Client Access Support Associate (2600612) Client Access Support Associate
- 2600612 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. Bilingual Client Access Support Associate Raymond James Ltd. is seeking a preferably Bilingual (French and English) Client Access Support Associate to join the Information Technology/PCG team at one of our Canadian offices.
The candidate will provide timely support for clients and advisors related to client website access and mobile application. They will liaise with internal, external, operational, and technical support teams, as required, to obtain, clarify, and deliver accurate information in a timely manner. Provide an exceptional level of customer service in a calm, courteous, and professional manner. Respond to inquiries or complaints received through phone calls or written correspondence concerning client-access usage issues; Conduct basic diagnoses of internet software and hardware to troubleshoot client connectivity problems; assist with password resets, registration, or email-notification issues. Document client communications in detail in the call-tracking system and accurately update client personal information as appropriate. Research, resolve, and make decisions regarding various inquiries for clients, advisors, and associates within RJL. Determine the best method to resolve problems to ensure customer satisfaction while adhering to company policies. Follow up verbally or in writing to ensure customer satisfaction. Act as liaison for document deficiencies across branches, Operations, Compliance, and enterprise data teams.



Support short-term ad hoc projects, including related research, coordination, documentation, and follow-up as required. Upon eligibility, Raymond James Ltd offers flexible workstyles, a competitive compensation and advantages 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. College Diploma or equivalent and a minimum of 3-4 years’ experience in customer service. Preferable fluent written and verbal French and English skills. Ability to communicate effectively, orally and in writing, with external clients, financial advisors, and other internal clients. Quick learner who is dependable, professional, creative, and innovative. Salary Range: $50,000
- 55,000 annually, in addition to competitive performance bonuses/incentives. Actual compensation will be determined based on skills, experience, internal equity, and other job requirements. This posting is for an existing vacancy. When associates bring their best authentic self, our organization, clients and communities thrive, it is part of our people-first culture. We may use automated or AI-enabled tools to support parts of our recruitmentand screening process, including screening, assessing or selecting applicants where applicable. These tools help us review applications efficiently,but they donot replace human decision-making. Administrative & Support Services Customers’ accounts are protected by the Canadian Investor ProtectionFund within specified limits. Please consult each subsidiary’s webpagesfor applicable corporate, regulatory or membership information. #

📌 Client Access Support Associate (Vancouver)
🏢 Raymond James
📍 Vancouver

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