Client Service Assistant
Raymond James•Langley, BC
•CA$55,000 - CA$65,000•Onsite
About The Position
Raymond James Independent Financial Services is seeking a full-time Customer Service Assistant to work in their Langley office. Raymond James Ltd. is a leading Canadian investment dealer providing customized wealth management solutions. The ideal candidate is self-motivated, energetic, possesses exceptional administrative skills, and is dependable. This role requires the ability to work independently or as part of a team, meet deadlines, manage time effectively, and demonstrate a dedication to client service by going the extra mile.
Requirements
- At least 3 years of experience working within regulated financial services industry as Admin/Sales Assistant to Investment Advisors
- CIRO Licensed (IR or RR) Mandatory
- Trade execution experience
- Knowledge of industry regulatory rules, relevant legislation and requirements and keeping up with systems and regulatory changes
- Understands the importance of Compliance with established operating procedures and protocols
- Excellent oral and written communication skills
- Exceptional interpersonal skills when interacting with clients and internal colleagues
- Proactive, confident, and professional approach to problem-solving, at times with minimal supervision
- Detail oriented with advanced knowledge of administrative functions and procedures
- Takes ownership of tasks and consistently shows initiative in finding solutions
- Proficiency with MS Office (Word, Excel, PowerPoint & Outlook), Internet Explorer, and contact management software
Nice To Haves
- Licensed as an Investment Representative (IR) or Registered Representative (RR) with the Canadian Investment Regulatory Organization (CIRO), and a well-rounded knowledge of the securities industry
- 3+ years of experience working in Wealth Management and managing client relationships and assets
- Excellent communication and interpersonal skills
- Excellent organizational skills, with a strong attention to detail
- Demonstrated ability to meet deadlines, take initiatives and multi-task
- Ability to work independently, and effectively with employees and clients at all levels
- Intermediate to advanced computer skills: good working knowledge of MS Office programs; acts as a positive team-player – trustworthy, capable, and reliable
- Experience with Dataphile and Croesus would be an asset
Responsibilities
- Answer client queries and provide the appropriate information when requested
- Record all client interactions using CRM
- Coordinate schedules and appointments for the lead agent
- Manage office correspondence, emails, and phone calls
- Prepare and maintain documents, reports, and presentations
- Organize and maintain filing systems
- Assist in the planning and execution of meetings and events
Benefits
- competitive performance bonuses/incentives
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
