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Account Profile Associate - Jobs in Vancouver, BC

Raymond James Financial
Job LocationVancouver, BC
EducationNot Mentioned
SalaryNot Disclosed
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypeFull Time

Job Description

Account Profile Associate

  • 2204730
Job SummaryThis role provides support to the branches and is responsible for ensuring the clients’ profile information is accurate and readily available.Essential Duties and Responsibilities
  • Participate in the general administration of New Account openings, Account Updates to client information, recurring event setups, quality control review, and external mail duties;
  • Collect and record New Account and Account Update data for Key Performance Measurement tracking;
  • Update the Procedure Manual as required by changes in processing and workflow;
  • Assist in Account Update initiatives;
  • Participate in the general administration of New Account openings, Account Updates to client information, recurring event setups, quality control review, and external mail duties;
  • Collect and record New Account and Account Update data for Key Performance Measurement tracking;
  • Provide timely and effective internal as well as external client service; and
  • Other duties as assigned.
Knowledge, Skills, and AbilitiesKnowledge of
  • Concepts, practices and procedures of securities industry and/or banking compliance;
  • Principles of finance and securities industry operations; and
  • Dataphile application, EDMS, or similar electronic document management systems, as related to document filing.
Skill in
  • Microsoft Office with a willingness and ability to learn new applications.
Ability to
  • Work within deadlines in a high-volume and demanding environment while maintaining a high level of service and an imperative attention to detail;
  • Demonstrate email, videoconferencing, and telephone etiquette and relationship management skills;
  • Work independently as well as collaboratively within a team environment;
  • Communicate proficiently in French is an asset;
  • Demonstrate a professional manner to establish and maintain effective working relationships at all levels of the organization; and
  • Exercise tact and discretion in the handling of confidential information.
  • Educational/Previous Experience Requirements
Educational/Previous Experience Requirements
  • A minimum of 1 year of industry related experience; and
  • Post-secondary education.
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
Raymond James Guiding BehaviorsRaymond James Guiding BehavioursAt Raymond James Ltd, our associates use five guiding behaviours (Develop, Collaborate, Decide, Deliver, and Improve) to deliver on the firms core values of client-first, integrity, conservatism and independence.We expect our associates at all levels to:
  • 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
Job OperationsPrimary Location CA-BC-Vancouver-VancouverOrganization OperationsSchedule Full-timeStatus Permanent Full-TimeQuick Apply
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