Client Service Specialist

Raymond James Financial; Waterloo; On-site; CAD 40,000 - 80,000; Full time

Job summary

An established industry player is seeking a Client Service Specialist to enhance client experiences and support financial advisors. In this dynamic role, you'll be responsible for account management, executing trades, and maintaining client communication. The company fosters a people-first culture, offering a competitive compensation package and numerous benefits, including health plans and professional development opportunities. Join a team that values your contributions and encourages growth, while making a meaningful impact in the wealth management sector. If you're detail-oriented and thrive in a fast-paced environment, this opportunity is perfect for you.

Benefits

Health Benefits

RRSP Matching Program

Employee Stock Purchase Plan

Paid Time Off

Volunteer Days

Discretionary Bonuses

Tuition Reimbursement

Qualifications

• Proficient in Microsoft Office and willing to learn new applications.
• Investment Representative licensing required, including Canadian Securities Course.

Responsibilities

• Ensure exceptional client experiences and support advisors.
• Execute client trades accurately and ensure timely settlement.
• Administer account statements and handle client inquiries.

Skills

Microsoft Office

Verbal Communication

Written Communication

Interpersonal Communication

Quantitative Analysis

Problem-Solving

Attention to Detail

Multitasking

Education

Post-secondary education in Business Administration

Tools

Dataphile

Maximizer

Job description

Job Description - Client Service Specialist (2500280)

Client Service Specialist - 2500280

At Raymond James,we develop, we collaborate, we decide, we deliver, and we improve together.

Raymond James Ltd. is Canada’s leading independent investment dealer offering high-quality investment products and services to Canadians seeking customized solutions to their wealth management needs.

Client Service Specialist

How does the role impact the organization?

As a Client Service Specialist at our Waterloo branch, you will play a pivotal role in ensuring exceptional client experiences and supporting our advisors.

What will your role be responsible for?

• Account openings – confirm with the client; following through with signatures and process with back office;
• Ensure all clients’ accounts are up-to-date;
• Execute client trades with utmost accuracy and ensuring timely settlement;
• Client communication – daily, by telephone and written communication;
• Administer account statements – monthly, by email;
• Commission reconciliation and interest rate calculations;
• Liaise with corporate back office to complete client inquiries and requests;
• Anticipate and identify potential complications and find appropriate solutions;
• Work as part of the team to meet client service requests;
• Monthly reporting to the team;
• Social media marketing, monitoring, and posting.

What can you expect from us?

Our most important investment is in people. Upon eligibility, Raymond James Ltd offers 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.

What do we expect from you?

• Proficient in Microsoft Office with a willingness and ability to learn new applications;
• Verbal, written, and interpersonal communication with both clients and colleagues;
• Proficient in quantitative analysis and adept in problem-solving;
• Demonstrate flexibility and adaptability to a dynamic and fast-paced environment;
• Excellent attention to detail;
• The ability to prioritize, multitask, work within time constraints, and follow up.

Education and Experience

• Post-secondary education in Business Administration;
• Experience with Dataphile and Maximizer is an asset.

Licenses and Certifications

• Investment Representative licensing, including the successful completion of the Canadian Securities Course and the Conduct and Practices Handbook, is required;
• Willingness to pursue the IR Licensing within 12 months of joining.

We encourage our associates at all levels to:

• Grow professionally and inspire others to do the same;
• Work with and through others to achieve desired outcomes;
• Make prompt, pragmatic choices and act with the client in mind;
• Take ownership and hold themselves and others accountable for delivering results that matter;
• Contribute to the continuous evolution of the firm.

At Raymond James, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our associates. When associates bring their best authentic self, our organization, clients, and communities thrive; it is part of our people-first culture. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.

Here at Raymond James, we demonstrate our commitment to ensuring equal opportunities for all candidates. To request accommodations, candidates are instructed to contact Human Resources via email at [e-mail]. By reaching out to this email address, candidates can communicate their specific requirements and discuss the necessary accommodations they may need to participate fully in the recruitment process.

Raymond James Ltd. is a member of the Investment Industry Regulatory Organization of Canada (IIROC) and of the Canadian Investor Protection Fund (CIPF). Customers’ accounts are protected by the Canadian Investor Protection Fund within specified limits. A brochure describing the nature and limits of coverage is available upon request.