Service Offering Coordinator

Raymond James Financial; Kelowna; On-site; CAD 80,000 - 100,000; Full time

Job summary

An established industry player is seeking a Service Offering Coordinator to enhance client experiences and support team operations. In this dynamic role, you will develop and refine service offerings, manage social media presence, and assist in marketing initiatives. You will thrive in a culture that values humility and teamwork, contributing to the overall success of the organization. With a focus on professional growth, this role offers a competitive compensation package and the opportunity to make a meaningful impact in the financial services sector. Join a people-first organization that champions diversity and fosters a collaborative work environment.

Benefits

Health Benefits

RRSP Matching Program

Employee Stock Purchase Plan

Paid Time Off

Volunteer Days

Discretionary Bonuses

Tuition Reimbursement

Qualifications

• Knowledge of investment concepts and compliance practices.
• Experience in financial services or investment brokerage is a plus.

Responsibilities

• Develop processes for consistent client experience delivery.
• Assist with marketing initiatives and manage social media profiles.

Skills

Microsoft Office

Customer Service

Problem-Solving

Organizational Skills

Attention to Detail

Education

Post-secondary education

3 years industry-related experience

Tools

Dynamics 365 CRM

Google Analytics

SEO tools

Dataphile

Job description

At Raymond James,wedevelop,wecollaborate,wedecide,wedeliver, andweimprove 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.

How does the role impact the organization?

As aService Offering Coordinator, you will play a crucial role in ensuring the smooth operation and support of our team and clients. You will work in a culture that emphasizes humility, empathy, and a commitment to excellence. Unlike many traditional financial institutions, we prioritize the development and well-being of our team members, allowing them to thrive in their positions while contributing significantly to our collective success.

What will your role be responsible for?

• Develop processes ensuring best practices and consistent delivery of client experience.
• Review and refine service offering.
• Fill in across multiple roles when needed (ie coverage for co-worker absences).
• Help develop team roles and define responsibilities within team.
• Liaise with business managers within RJ to ensure team needs are met.
• Manage Advising team website and work with various social media profiles including LinkedIn.
• Assist with all marketing initiatives including social media (Twitter, LinkedIn), and website content.
• Support the Financial Advisors in the growth of the overall business.
• Assist in strategizing and administering email campaigns.
• Assist with marketing events, seminars, client meetings, etc.
• Track and follow up on opportunities.
• Grow and take courses as required for regulatory purposes.

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?

To qualify for this opportunity, you possess:

• Knowledge of fundamental investment concepts, practices, and procedures used in the securities industry.
• Compliance practices and regulations.
• Dynamics 365 CRM (Customer Relationship Management) software and maintaining/improving CRM databases is an asset.
• Online marketing tools including Google Analytics, website assets, SEO, Facebook, LinkedIn, and Dataphile is an asset.
• Good working knowledge of current RJL inner workings; previous experience with RJLU is preferred.

Skills:

• Proficiency in Microsoft Office with a willingness and ability to learn new applications.
• Strong organizational, prioritization, and attention to detail skills.
• Excellent customer service and problem-solving skills.

Abilities:

• Work within deadlines in a high-volume and demanding environment while maintaining a high level of service and attention to detail.
• Manage multiple deadlines and tasks.
• Demonstrate advanced face-to-face, email, videoconferencing, and telephone etiquette and relationship management skills.
• Work independently as well as collaboratively within a team environment.
• Display flexibility and willingness to assist others as required.
• Exercise tact and discretion in handling confidential information.

Educational/Previous Experience Requirements:

• Post-secondary education.
• A minimum of 3 years of industry-related experience.
• Experience in the investment brokerage, financial services, banking, or accounting industry is an asset.

Licenses/Certifications:

• Required Investment Representative licensing, including the successful completion of the Canadian Securities Course and the Conduct and Practices Handbook, is required.
• Registered Representative licensing, including the completion of the Wealth Management Essentials Course, is preferred.

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, 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.

Salary Range: BC (based on Education, Work Experience, etc) Targeted total compensation: $80,000-100,000