Relationship Associate, Correspondent Services - Vancouver, Canada - Raymond James Financial
Description
Relationship Associate, Correspondent Services
Job Summary
As a key contributor to the Raymond James Correspondent Services (RJCS) team you will manage the service relationship with existing Custody and Introducer clients and assist in the transition of new clients to the firm.
Reporting to the AVP RJCS, you will contribute to the ongoing growth and development of a highly effective and efficient team.
As first class client service is the top priority, this position requires an ability to work in a unique pressure-oriented environment where inherent processing and regulatory rules and deadlines require very strong problem solving, organizational, and prioritization skills.
Essential Duties and Responsibilities
- As a key point of first contact for our Correspondent clients, respond to inquiries regarding RJCS business processes, regulatory issues, troubleshooting, and general service matters;
- Liaise with thirdparty vendors to manage external services as required to meet client needs and department objectives;
- Take a lead role in new client transitions, using the Raymond James Project Management methodology;
- Train all clients on new procedures or products;
- Understand and monitor financial models and assist in various monthly calculations for billing purposes;
- Monitor client related control accounts and review client bulk trading and allocation processing
- Assist with the completion of the annual 3416 control audit and with the implementation of projects;
- Other duties as assigned.
Knowledge, Skills, and Abilities
Knowledge of
- Fundamental investment concepts, practices, and procedures used in the securities industry; and
- Dataphile is an asset.
Skill in
- Customer service gained from direct, clientfacing experiences;
- Analytical thinking and problem solving; and
- Organization, detail orientation, and prioritization.
Ability to
- Work within deadlines in a highvolume and demanding environment while maintaining a high level of service and an imperative attention to detail;
- Work independently as well as collaboratively within a team environment;
- Exercise tact and discretion in the handling of confidential information; and
- Communicate proficiently in French is an asset.
Educational/Previous Experience Requirements
- A minimum of 5 years of related experience in the Operations of a national investment dealer, a correspondent clearing firm, or other financial services firm.
Licenses/Certifications
- Successful completion of or willingness to complete the Canadian Securities Course (CSC).
Depending on eligibility, we offer:
- Competitive Wages
- Health Benefits Program including Life Insurance and Disability from start date
- RRSP Matching Program from start date
- Employee Stock Purchase Plan
- Paid Time Off & Other Time Off such as Volunteer Day
- Discretionary Bonuses
- Tuition Reimbursement Program
- Top Up Plan
- Employee Investment Accounts
- Flexible Work Styles
Job Administrative & Support Services
Primary Location CA-BC-Vancouver-Vancouver
Organization PCG Admin
Schedule Full-time
Status Permanent Full-Time
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