At Raymond James, we develop, we collaborate, we decide, we deliver, and we improve together.
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.
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 inquires and requests;
- Anticipate and identify potential complications and finding appropriate solutions;
- Work as part of the team to meet client service requests;
- Monthly reporting to the team; and
- Social media marketing, monitoring and posting.
What can you expect from us? Our most important investment is in people. Upon eligibility, Raymond James Ltd offersa 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.