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 - 18 Month Contract
How does the role impact the organization?
Aspira Wealth of Raymond James Ltd. is looking for a Client Service Specialist that is committed to personal growth and capable of delivering exceptional service to our clients.
Located in Victoria, BC, Aspira develops and implements comprehensive wealth management solutions to help their clients live out their greatest aspirations. We are known for our client first, then team, then self, ethos. We don’t swing for the fences, we do commit and we do get things done. We are guided by our agreed expectations: work as a team and log the details, show up on time fully prepared, do what you say and hold one another to account, measure what is important and recognize that important things are not always measurable, say please and thank you – good morning and goodnight.
The successful candidate may qualify for a flexible workstyle – that said, we are biased to an in-office culture.
The position is dynamic and straddles the client service and administration spheres.
What will your role be responsible for?
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Prepare, distribute and process client documentation (most of it is digital);
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Receive and direct incoming telephone calls;
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Respond to and follow up on inquiries from clients and co-workers;
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Handle day-to-day requests; such as EFTs, transferring funds between accounts and wire transfers;
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Administer and prepare investment performance and tax;
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Operate the Customer Relationship Management (CRM) software,
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Depending on aptitude and interest, a trade execution role is certainly *
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:
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A post-secondary education or an equivalent combination of experience and education;
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Investment Representative (IR) licensing is required;
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Proficiency with MS Office, particularly Word, Excel and PowerPoint – MS Office certification is an asset;
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Proficiency with Adobe - editing, merging, comments, e signatures
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Proficiency with DocuSign;
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Excellent verbal and written communication skills;
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Exceptional problem-solving skills, meticulous attention to detail and the tenacity to get things done.
Most of all, you must bring a positive attitude and genuine commitment to serve.
At Aspira, autonomy grows with experience and responsibility, as does remuneration. Quarterly socials and an annual team trip are part of the fabric. Successful applicants will have the opportunity to participate in the Aspira in-house revenue sharing plan.
We encourage our associates at all levels to:
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Grow professionally and inspire others to do the same
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Work with and through others to achieve desired outcomes
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Make prompt, pragmatic choices and act with the client in mind
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Take ownership and hold themselves and others accountable for delivering results that matter
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Contribute to the continuous evolution of the firm
Salary Range: $45,000 – 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.
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 [email protected]. 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.
Job Wealth management
Primary Location CA-BC-Victoria-Victoria
Organization Branch
Schedule Full-time
Status Temporary Full-Time
