Relationship Associate, Correspondent Services

Raymond James Ltd.; Vancouver; On-site; CAD 50,000 - 58,000; Full time

Benefits offered by this job

Flexible workstyles

Health benefits

RRSP Matching Program

Employee Stock Purchase Plan

Job summary

Raymond James Ltd. Correspondent Services is seeking a Relationship Associate to manage service relationships with Custody and Introducer clients and to assist in transitioning new clients to the firm.

Reporting to the Client Experience Manager RJCS, you will support inquiries, coordinate with vendors, and help ensure timely solutions while maintaining high-quality client service in a regulated, fast-paced setting.

Qualifications

• Minimum 1 year related experience in operations of a national investment dealer, a correspondent clearing firm or other financial services firms.
• Fundamental investment concepts, practices, and procedures used in the securities industry.
• Excellent customer service abilities gained from direct, client-facing experiences.
• Ability to work in a fast-paced, dynamic team environment, multi-tasking with accuracy and efficiency.
• Ability to meet deadlines in a high-volume, demanding environment with attention to detail.
• Work independently as well as collaboratively within a team.
• Discretion with confidential information.
• Self-motivation and ability to work under pressure.
• Strong problem-solving and analytical thinking.
• Excellent written and verbal communication skills.
• Proficiency with MS Word, Excel, PowerPoint, and Outlook.
• French language skills are an asset.
• Dataphile experience is an asset.

Responsibilities

• Serve as a key contact for Correspondent clients, addressing inquiries on RJCS processes, regulatory issues, troubleshooting, and service matters.
• Elevate issues, exceptions, or delays to ensure timely resolution and adherence to procedures.
• Coordinate with third‑party vendors to meet client needs and department requirements.
• Follow departmental guidelines for client communication and engagement.
• Provide training and ongoing support on procedures and products.
• Monitor client control accounts and review bulk trading and allocation processing.
• Manage recurring daily, weekly, and monthly reporting with accuracy and timeliness.
• Support project implementation through coordination and ongoing assistance.
• Perform other duties as assigned.

Skills

Customer service

Multitasking

Working under pressure

Communication skills

MS Office (Word/Excel/PowerPoint/Outl)

French language (asset)

Dataphile experience (asset)

Tools

MS Office suite

Dataphile

Job description

Relationship Associate, Correspondent Services- 12 Month Contract

How does the role impact the organization?

Raymond James Correspondent Services, a division of Raymond James Ltd. is seeking a Correspondent Services Relationship Associate to join our team. Raymond James Correspondent Services is one of Canada’s premier providers of clearing and custody solutions to independent Financial Advisors and Portfolio Managers.

As a key contributor to the Raymond James Correspondent Services (RJCS) team you will manage the service relationship with existing Custody and Introducer clients and assist in the transition of new clients to the firm. Reporting to the Client Experience Manager RJCS, you will contribute to the ongoing growth and development of a highly efficient and effective team. As first-class client service is the top priority, this position requires an ability to work in a unique pressure-oriented environment where inherent processing and regulatory rules and deadlines require very strong problem solving, organisational, and prioritisation skills.

What will your role be responsible for?

• Serve as a key point of first contact for our Correspondent clients, responding to inquiries regarding RJCS business processes, regulatory issues, troubleshooting, and general service matters.
• Proactively elevate issues, exceptions, or delays to ensure timely resolution and adherence to procedures.
• Liaise with third‑party vendors to coordinate external services as required to meet client needs and department
• Follow departmental best‑practice guidelines for communication and client engagement.
• Provide clients with initial training and ongoing support on new and existing procedures and products.
• Monitor client‑related control accounts and review client bulk trading and allocation processing.
• Manage recurring daily, weekly, and monthly reporting with a focus on accuracy, consistency, and time delivery.
• Support project implementation through coordination and ongoing assistance.
• Perform other duties as assigned

What can you expect from us?

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

To qualify for this opportunity you possess:

• Minimum 1 year related experience in the operations of a national investment dealer, a correspondent clearing firm or other financial services firms.
• Fundamental investment concepts, practices, and procedures used in the securities industry.
• Excellent customer service abilities gained from direct, client-facing experiences.
• The ability to work in a fast-paced, dynamic team environment, able to multi-task with accuracy and efficiency.
• The ability to work within deadlines in a high-volume and demanding environment while maintaining a high level of service and an imperative attention to detail.
• Work independently as well as collaboratively within a team environment.
• Exercise tact and discretion in the handling of confidential information.
• Proven ability to be self-motivated and to work under pressure.
• Superior problem-solving skills and analytical thinking.
• Organization, detail orientation, and prioritisation.
• Excellent written and verbal communication skills.
• Excellent proficiency with MS Word, Excel, Power Point, and Outlook.
• French language skills are an asset.
• Dataphile experience is a definite asset.

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.

Salary Range:

$50,000-58,000 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.

At Raymond James – we honor, value, 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.

We may use automated or AI-enabled tools to support parts of our recruitment and screening process, including screening, assessing or selecting applicants where applicable. These tools help us review applications efficiently, but they do not replace human decision-making.