Client Service Specialist - 18 Month Contract

Raymond James•Victoria, BC

7d•CA$45,000 - CA$55,000•Hybrid

About The Position

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 position is dynamic and straddles the client service and administration spheres.

Requirements

A post-secondary education or an equivalent combination of experience and education
Investment Representative (IR) licensing, including the successful completion of the Canadian Securities Course and the Conduct and Practices Handbook, is required; or a willingness to pursue the IR Licensing within 12 months of joining
Proficiency with MS Office, particularly Word, Excel and PowerPoint – MS Office certification is an asset
Proficiency with Adobe - editing, merging, comments, e signatures
Proficiency with Docusign
Excellent verbal and written communication skills
Exceptional problem-solving skills, meticulous attention to detail and the tenacity to get things done
A positive attitude and genuine commitment to serve

Nice To Haves

MS Office certification is an asset

Responsibilities

Prepare, distribute and process client documentation (most of it is digital)
Receive and direct incoming telephone calls
Respond to and follow up on inquiries from clients and co-workers
Handle day-to-day requests; such as EFTs, transferring funds between accounts and wire transfers
Administer and prepare investment performance and tax
Operate the Customer Relationship Management (CRM) software
Depending on aptitude and interest, a trade execution role is certainly possible