Client Experience Coordinator in Finance
Raymond James Financial • vancouver, Canada
Role Description
Join as a Financial Advisor Assistant and contribute to an exceptional client experience. Drive operational excellence and assist Financial Advisors in a thriving investment environment.
Candidates with a minimum of 5 years in the investment field will excel in this supportive role, focusing on best practices and effective team collaboration. A detail-oriented mindset and self-starting attitude are critical for success.
Key Responsibilities:
• Ensure client experience best practices are followed
• Review and enhance service delivery models
• Step in for colleagues during absences
• Manage marketing initiatives and client communications
• Support Financial Advisors in organizational growth
Requirements:
• At least 5 years of experience in the investment sector
• Strong knowledge of MS Office applications required
• IR Licensed or Canadian Securities Course completed preferred
• Excellent communication skills, both verbal and written
• Effective han...
Candidates with a minimum of 5 years in the investment field will excel in this supportive role, focusing on best practices and effective team collaboration. A detail-oriented mindset and self-starting attitude are critical for success.
Key Responsibilities:
• Ensure client experience best practices are followed
• Review and enhance service delivery models
• Step in for colleagues during absences
• Manage marketing initiatives and client communications
• Support Financial Advisors in organizational growth
Requirements:
• At least 5 years of experience in the investment sector
• Strong knowledge of MS Office applications required
• IR Licensed or Canadian Securities Course completed preferred
• Excellent communication skills, both verbal and written
• Effective han...