Client Experience Manager Contract

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.

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 VP 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.

• As an escalation contact for our Correspondent clients, respond to inquiries regarding RJCS business processes, regulatory issues, troubleshooting, and general service matters;
• Manage the RJCS relationship associate team
• Train department associates on new procedures and products;
• Assist RJCS associates with escalated client requests;
• Liaise with third-party vendors to manage external services as required to meet client needs and department objectives;
• Adopt a lead role in new client transitions, using the Raymond James Project Management methodology;
• Review and approve client focused bulletins;
• Monitor client related control accounts and review client bulk trading and allocation processing;
• Assist with project implementation; and
• Other duties as assigned.

Our most important investment is in people. Upon eligibility, Raymond James Ltd offers flexible work styles, 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.

• Fundamental investment concepts, practices, and procedures used in the securities industry; and
• Dataphile is an asset.

• Microsoft Office with a willingness and ability to learn new applications;
• Customer service gained from direct, client-facing experiences;
• Analytical thinking and problem solving; and
• Organization, detail orientation, and prioritization.

• Work within deadlines in a high-volume and demanding environment while maintaining a high level of service and an imperative attention to detail;
• Demonstrate advanced face-to-face, email, videoconferencing, and telephone etiquette and relationship management skills;
• 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.

• A minimum of 5 years of related experience in the Operations or Compliance of a national investment dealer, a correspondent clearing firm, or other financial services firm.
• Minimum two years in management capacity with direct reports.

• Successful completion of or willingness to complete the Canadian Securities Course (CSC).

• Grow professionally and inspire others to do the same
• Work with and through others to achieve desired outcomes
• Make prompt, pragmatic choices and act with the client in mind
• Take ownership and hold themselves and others accountable for delivering results that matter
• Contribute to the continuous evolution of the firm.

$80, 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…