Correspondent Services Associate at Raymond James

Join Raymond James as a Correspondent Services Associate, providing exceptional client support in a dynamic environment. Manage relationships with custody clients and ensure seamless service transitions.

In this 12-month contract role, you will be an essential part of the Raymond James Correspondent Services team. As a Relationship Associate, you will tackle inquiries, troubleshoot issues, and train clients on procedures. Your strong problem-solving and organizational skills will be vital as you navigate regulatory deadlines and maintain high service standards.

Key Responsibilities:

• Act as a primary contact for Correspondent clients

• Proactively address issues and ensure timely resolutions

• Coordinate with third-party vendors for client needs

• Train clients on current procedures and products

• Monitor client-related controls and reporting

Requirements:

• Minimum 1 year of experience in financial services

• Strong customer service and communication skills

• Ability to work effectively under pressure

• Proficiency in MS Office;
Dataphile experience is a plus

• French language skills are an asset

Utilize your expertise in client relations, regulatory processes, and problem-solving to excel with Raymond James.